A Look At The Intrinsic Value Of Liberty Global Ltd. (NASDAQ:LBTY.A)
May 05
U.S. Alternative Carriers Industry Analysis
UpdatedMay 09, 2024
DataAggregated Company Financials
Companies25
- 7D0.3%
- 3M-11.5%
- 1Y-19.6%
- YTDn/a
The Alternative Carriers industry is up 3.0% in the last week, with Liberty Latin America up 11%. In the past year, the industry is down 20%. Looking forward, earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the U.S. Alternative Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 May 2024 | US$19.4b | US$15.1b | -US$1,692,916,114.15 | 70.6x | -11.4x | 1.3x |
| Sat, 06 Apr 2024 | US$18.6b | US$15.6b | -US$3,034,492,540.85 | 80.3x | -6.1x | 1.2x |
| Mon, 04 Mar 2024 | US$20.7b | US$15.7b | -US$3,012,479,623.73 | 236x | -6.9x | 1.3x |
| Wed, 31 Jan 2024 | US$25.9b | US$32.0b | -US$15,453,228,278.00 | 12.9x | -1.7x | 0.8x |
| Fri, 29 Dec 2023 | US$26.9b | US$32.0b | -US$15,448,934,668.00 | 14.5x | -1.7x | 0.8x |
| Sun, 26 Nov 2023 | US$23.3b | US$32.0b | -US$15,449,001,572.00 | 10x | -1.5x | 0.7x |
| Tue, 24 Oct 2023 | US$23.3b | US$32.8b | -US$13,168,081,150.00 | 7.5x | -1.8x | 0.7x |
| Thu, 21 Sep 2023 | US$27.2b | US$32.8b | -US$13,163,128,625.00 | 9.5x | -2.1x | 0.8x |
| Sat, 19 Aug 2023 | US$27.3b | US$32.8b | -US$13,163,136,380.00 | 10.6x | -2.1x | 0.8x |
| Mon, 17 Jul 2023 | US$25.9b | US$33.1b | -US$3,283,741,510.00 | 37x | -7.9x | 0.8x |
| Wed, 14 Jun 2023 | US$25.8b | US$33.1b | -US$3,311,096,609.00 | 22.4x | -7.8x | 0.8x |
| Fri, 12 May 2023 | US$25.7b | US$33.1b | -US$3,312,373,633.00 | 18.9x | -7.8x | 0.8x |
| Sun, 09 Apr 2023 | US$27.1b | US$34.0b | -US$1,332,770,988.00 | 18.6x | -20.3x | 0.8x |
| Tue, 07 Mar 2023 | US$29.4b | US$34.0b | -US$1,340,450,212.00 | 21x | -21.9x | 0.9x |
| Thu, 02 Feb 2023 | US$32.8b | US$35.2b | US$6.6b | 29.7x | 5x | 0.9x |
| Sat, 31 Dec 2022 | US$28.9b | US$35.1b | US$6.6b | 18.2x | 4.4x | 0.8x |
| Mon, 28 Nov 2022 | US$32.0b | US$35.1b | US$6.6b | 23.1x | 4.9x | 0.9x |
| Wed, 26 Oct 2022 | US$31.1b | US$35.7b | US$4.6b | 24.8x | 6.7x | 0.9x |
| Fri, 23 Sep 2022 | US$31.9b | US$35.6b | US$4.6b | 12.8x | 6.9x | 0.9x |
| Sun, 21 Aug 2022 | US$38.8b | US$35.6b | US$4.6b | 15.8x | 8.4x | 1.1x |
| Tue, 19 Jul 2022 | US$36.2b | US$37.0b | US$14.5b | 11.7x | 2.5x | 1x |
| Thu, 16 Jun 2022 | US$36.6b | US$37.0b | US$14.5b | 12.3x | 2.5x | 1x |
| Sat, 14 May 2022 | US$37.6b | US$36.5b | US$14.6b | 20.6x | 2.6x | 1x |
| Mon, 11 Apr 2022 | US$41.7b | US$38.4b | US$14.8b | 21.5x | 2.8x | 1.1x |
| Wed, 09 Mar 2022 | US$38.3b | US$38.4b | US$14.8b | 21.2x | 2.6x | 1x |
| Fri, 04 Feb 2022 | US$43.1b | US$40.3b | US$11.1b | 17.4x | 3.9x | 1.1x |
| Sun, 02 Jan 2022 | US$45.8b | US$40.3b | US$11.1b | 19.1x | 4.1x | 1.1x |
| Tue, 30 Nov 2021 | US$47.1b | US$40.3b | US$11.1b | 19x | 4.3x | 1.2x |
| Thu, 28 Oct 2021 | US$49.1b | US$41.4b | US$9.4b | 14.5x | 5.2x | 1.2x |
| Sat, 25 Sep 2021 | US$50.0b | US$39.4b | US$9.2b | 14.6x | 5.4x | 1.3x |
| Mon, 23 Aug 2021 | US$44.8b | US$39.2b | US$9.3b | 14.3x | 4.8x | 1.1x |
| Sat, 10 Jul 2021 | US$48.4b | US$39.2b | US$9.3b | 15x | 5.2x | 1.2x |
Price to Earnings Ratio
-16.1x
Current Industry PE
- Investors are optimistic on the American Alternative Carriers industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Alternative Carriers industry have improved over the last three years.
- Meanwhile revenues for these companies have declined 27% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, losses have been shrinking.
Industry Comparison
How does U.S. Alternative Carriers compare with similar industries?
| US Market | 3.30% | |
| Telecom | 3.78% | |
| Telecom Services and Carriers | 1.09% | |
| Alternative Carriers | 0.31% | |
| Integrated Telecom Services | 1.14% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LILA Liberty Latin America | US$8.61 | 11.2% +US$114.8m | 11.2% | PS0.4x | |
| LBTY.A Liberty Global | US$16.47 | 1.2% +US$74.5m | -6.6% | PS0.8x | |
| BAND Bandwidth | US$21.15 | 12.8% +US$64.7m | 86.8% | PS0.9x | |
| ASTS AST SpaceMobile | US$2.30 | 1.8% +US$5.5m | -55.3% | PB3.2x |