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Also traded in: Germany, USA

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash-to-Debt 0.27
LBRDA's Cash-to-Debt is ranked lower than
53% of the 460 Companies
in the Global Pay TV industry.

( Industry Median: 0.37 vs. LBRDA: 0.27 )
Ranked among companies with meaningful Cash-to-Debt only.
LBRDA' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.15  Med: 1.66 Max: No Debt
Current: 0.27
Equity-to-Asset 0.89
LBRDA's Equity-to-Asset is ranked higher than
97% of the 451 Companies
in the Global Pay TV industry.

( Industry Median: 0.39 vs. LBRDA: 0.89 )
Ranked among companies with meaningful Equity-to-Asset only.
LBRDA' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.83  Med: 0.88 Max: 0.96
Current: 0.89
0.83
0.96
Debt-to-Equity 0.06
LBRDA's Debt-to-Equity is ranked higher than
89% of the 352 Companies
in the Global Pay TV industry.

( Industry Median: 0.79 vs. LBRDA: 0.06 )
Ranked among companies with meaningful Debt-to-Equity only.
LBRDA' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.06  Med: 0.09 Max: 0.19
Current: 0.06
0.06
0.19
Debt-to-EBITDA 10.08
LBRDA's Debt-to-EBITDA is ranked lower than
92% of the 354 Companies
in the Global Pay TV industry.

( Industry Median: 2.39 vs. LBRDA: 10.08 )
Ranked among companies with meaningful Debt-to-EBITDA only.
LBRDA' s Debt-to-EBITDA Range Over the Past 10 Years
Min: -7.07  Med: -1.93 Max: 10.08
Current: 10.08
-7.07
10.08
Piotroski F-Score: 2
Altman Z-Score: 9.90
Beneish M-Score: 3.85
WACC vs ROIC
10.22%
-0.18%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

vs
industry
vs
history
Operating Margin % -212.15
LBRDA's Operating Margin % is ranked lower than
93% of the 456 Companies
in the Global Pay TV industry.

( Industry Median: 8.07 vs. LBRDA: -212.15 )
Ranked among companies with meaningful Operating Margin % only.
LBRDA' s Operating Margin % Range Over the Past 10 Years
Min: -212.15  Med: 4.69 Max: 64.66
Current: -212.15
-212.15
64.66
Net Margin % 142.91
LBRDA's Net Margin % is ranked higher than
98% of the 458 Companies
in the Global Pay TV industry.

( Industry Median: 3.60 vs. LBRDA: 142.91 )
Ranked among companies with meaningful Net Margin % only.
LBRDA' s Net Margin % Range Over the Past 10 Years
Min: -194.95  Med: -0.38 Max: 2999.09
Current: 142.91
-194.95
2999.09
ROE % 0.22
LBRDA's ROE % is ranked lower than
69% of the 437 Companies
in the Global Pay TV industry.

( Industry Median: 6.73 vs. LBRDA: 0.22 )
Ranked among companies with meaningful ROE % only.
LBRDA' s ROE % Range Over the Past 10 Years
Min: -5.1  Med: -1.78 Max: 44.99
Current: 0.22
-5.1
44.99
ROA % 0.19
LBRDA's ROA % is ranked lower than
66% of the 467 Companies
in the Global Pay TV industry.

( Industry Median: 2.49 vs. LBRDA: 0.19 )
Ranked among companies with meaningful ROA % only.
LBRDA' s ROA % Range Over the Past 10 Years
Min: -4.55  Med: -1.53 Max: 28
Current: 0.19
-4.55
28
ROC (Joel Greenblatt) % 278.00
LBRDA's ROC (Joel Greenblatt) % is ranked higher than
99% of the 462 Companies
in the Global Pay TV industry.

( Industry Median: 13.19 vs. LBRDA: 278.00 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
LBRDA' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -2589.13  Med: -0.19 Max: 7009.28
Current: 278
-2589.13
7009.28
3-Year Revenue Growth Rate -38.90
LBRDA's 3-Year Revenue Growth Rate is ranked lower than
95% of the 417 Companies
in the Global Pay TV industry.

( Industry Median: 2.00 vs. LBRDA: -38.90 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
LBRDA' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: -38.9 Max: -2
Current: -38.9
3-Year EBITDA Growth Rate 484.40
LBRDA's 3-Year EBITDA Growth Rate is ranked higher than
100% of the 374 Companies
in the Global Pay TV industry.

( Industry Median: 1.10 vs. LBRDA: 484.40 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
LBRDA' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: 242.2 Max: 484.4
Current: 484.4
0
484.4
GuruFocus has detected 4 Warning Signs with Liberty Broadband Corp LBRDA.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» LBRDA's 30-Y Financials

Financials (Next Earnings Date: 2018-02-08 Est.)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q4 2016

LBRDA Guru Trades in Q4 2016

Tom Gayner 144,250 sh (+21.99%)
Ron Baron 150,000 sh (unchged)
First Eagle Investment 220 sh (unchged)
Leucadia National Sold Out
Wallace Weitz 361,335 sh (-0.91%)
Mario Gabelli 151,949 sh (-1.50%)
Pioneer Investments 93,103 sh (-2.43%)
Murray Stahl 298,449 sh (-26.60%)
Jim Simons 130,900 sh (-32.66%)
» More
Q1 2017

LBRDA Guru Trades in Q1 2017

Tom Gayner 159,250 sh (+10.40%)
First Eagle Investment 220 sh (unchged)
Pioneer Investments 92,704 sh (-0.43%)
Murray Stahl 290,043 sh (-2.82%)
Mario Gabelli 147,563 sh (-2.89%)
Wallace Weitz 350,000 sh (-3.14%)
Jim Simons 125,500 sh (-4.13%)
Ron Baron 100,000 sh (-33.33%)
» More
Q2 2017

LBRDA Guru Trades in Q2 2017

Leucadia National 112,076 sh (New)
Tom Gayner 183,250 sh (+15.07%)
Wallace Weitz 350,000 sh (unchged)
Ron Baron 100,000 sh (unchged)
First Eagle Investment 220 sh (unchged)
Pioneer Investments 92,342 sh (-0.39%)
Mario Gabelli 145,955 sh (-1.09%)
Murray Stahl 246,944 sh (-14.86%)
Jim Simons 92,700 sh (-26.14%)
» More
Q3 2017

LBRDA Guru Trades in Q3 2017

Jim Simons 155,450 sh (+67.69%)
Tom Gayner 205,250 sh (+12.01%)
Leucadia National 113,911 sh (+1.64%)
Wallace Weitz 350,000 sh (unchged)
First Eagle Investment 220 sh (unchged)
Ron Baron 100,000 sh (unchged)
Pioneer Investments 92,211 sh (-0.14%)
Mario Gabelli 144,377 sh (-1.08%)
Murray Stahl 242,671 sh (-1.73%)
» More
» Details

Insider Trades

Latest Guru Trades with LBRDA

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Tom Gayner 2017-09-30 Add 12.01%0.04%$83.71 - $103.12 $ 87.38-8%205,250
Mario Gabelli 2017-09-30 Reduce -1.08%$83.71 - $103.12 $ 87.38-8%144,377
Leucadia National 2017-09-30 Add 1.64%0.01%$83.71 - $103.12 $ 87.38-8%113,911
Tom Gayner 2017-06-30 Add 15.07%0.04%$81.41 - $91 $ 87.381%183,250
Mario Gabelli 2017-06-30 Reduce -1.09%$81.41 - $91 $ 87.381%145,955
Leucadia National 2017-06-30 New Buy0.83%$81.41 - $91 $ 87.381%112,076
Wallace Weitz 2017-03-31 Reduce -3.14%0.03%$71.14 - $85.91 $ 87.387%350,000
Tom Gayner 2017-03-31 Add 10.40%0.03%$71.14 - $85.91 $ 87.387%159,250
Mario Gabelli 2017-03-31 Reduce -2.89%$71.14 - $85.91 $ 87.387%147,563
Ron Baron 2017-03-31 Reduce -33.33%0.02%$71.14 - $85.91 $ 87.387%100,000
Wallace Weitz 2016-12-31 Reduce -0.91%0.01%$62.57 - $73.24 $ 87.3827%361,335
Mario Gabelli 2016-12-31 Reduce -1.50%$62.57 - $73.24 $ 87.3827%151,949
Tom Gayner 2016-12-31 Add 21.99%0.05%$62.57 - $73.24 $ 87.3827%144,250
Leucadia National 2016-12-31 Sold Out 0.16%$62.57 - $73.24 $ 87.3827%0
Premium More recent guru trades are included for Premium Members only!!
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Business Description

Industry: Communication Services » Pay TV    NAICS: 515210    SIC: 4841
Compare:OTCPK:KBDHY, TSXV:SJR.A, LSE:SKY, NAS:DISH, SZSE:000839, NAS:LBTYK, NAS:LILA, TSX:CCA, WAR:CPS, SHSE:601929, BOM:532839, SZSE:300336, NYSE:WOW, TSX:CGO, NAS:VDTH, ASX:SKT, SGX:S7OU, ISX:MSKY, NAS:HMTV, NSE:HATHWAY » details
Traded in other countries:8L8.Germany, LBRDB.USA,
Headquarter Location:USA
Liberty Broadband Corp serves in the telecommunications industry in the United States. It provides cable services to both residential and small to medium businesses through its fiber, hybrid fiber, and coaxial cable infrastructure.

Liberty Broadband is a holding company for interests in Charter Communications, TruePosition, and TimeWarner Cable. Charter provides cable services to both residential and small to medium businesses through its fiber, hybrid fiber, and coaxial cable infrastructure. Charter derives its revenue from monthly fees as well as one-time installation and advertising sales. TruePosition, Liberty's other investment, develops technology for locating wireless devices on a cellular network, allowing wireless carriers to provide emergency services such as 911. Revenue is from the sale of this technology to carriers as well as from the provisioning of support and maintenance services. TimeWarner Cable's services are similar to Charter's, but they have a security business segment.

Guru Investment Theses on Liberty Broadband Corp

Weitz Value Fund Comments on Liberty Broadband - Apr 27, 2017

Liberty Broadband (NASDAQ:LBRDA)’s principal asset consists of its interest in Charter Communications. In late January, rumors broke that Verizon Communications had made an informal acquisition offer to Charter Communications, sending both Charter and Liberty Broadband shares higher. We acknowledge that such a combination makes strategic sense for Verizon as it searches for an efficient means to deploy 5G wireless technology (which will require very dense, wired networks). However, we suspect shareholders can reap greater value from Charter continuing to integrate its Time Warner Cable and Bright House Networks acquisitions on a stand- alone basis. That said, we believe management will pursue the right course (stand-alone or M&A) that will maximize long-term shareholder value.



From Weitz Value Fund first quarter 2017 commentary.



Check out Wallace Weitz latest stock trades

Weitz Funds Comments on Liberty Broadband - Jan 26, 2017

Liberty Broadband (NASDAQ:LBRDA) is a holding company for Liberty’s ownership stake of Charter Communications. Shares of Charter, and cable companies broadly, have performed well in the wake of the U.S. election. Although much remains to be seen, investors generally believe that regulatory pressures will ease as a result of a presumably more “industry friendly” Federal Communications Commission (FCC) as well as a Justice Department that may look more favorably on further industry consolidation. Investors are also hopeful that either the FCC or a Republican-controlled Congress will revisit actions of the previous FCC, including the more controversial actions taken as part of its “Net Neutrality” packages. We have invested in Liberty Broadband because we like the operating strategy at Charter, and while regulatory relief would certainly be a benefit, it’s not an explicit part of our investment thesis. Liberty Broadband shares trade at a discount to their underlying Charter investment due to the added complexity of Liberty’s involvement. We are confident Liberty’s management will ultimately collapse this discount, thereby making Liberty Broadband a cheaper opportunity to invest in Charter’s future.



From Weitz Investment Management's Value Fund fourth quarter 2016 commentary.



Check out Wallace Weitz latest stock trades

Wally Weitz Comments on Liberty Broadband - Nov 08, 2016

Liberty Broadband (NASDAQ:LBRDA) holds a 20% ownership interest (25% aggregate voting power) in Charter Communications. Charter Communications reported quarterly results for the first time since closing on its mergers with Time Warner Cable and Bright House Networks. As such, investors had their first look at the combined entity, even if Charter had only operated these assets for 43 days. Results from the legacy Charter footprint remained strong, and management provided a helpful overview of the combined company as well as their integration and synergy plans. We, and other investors, are excited by the opportunity to run the “Charter playbook” with the newly combined company. Charter shares were also aided by the company’s September inclusion into the S&P 500 Index.

From Wallace Weitz (Trades, Portfolio)'s Partners Value Fund third-quarter commentary.

Check out Wallace Weitz latest stock trades

Wallace Weitz Comments on Liberty Broadband - Apr 22, 2016

Liberty Broadband (NASDAQ:LBRDA) holds a 26% ownership interest in Charter Communications in addition to a minority equity interest in Time Warner Cable. Charter shares have risen as continued improvement in operating results, including net subscriber additions in its legacy video business, demonstrate that management’s operating plan is generating positive momentum. Investors are also gaining confidence that the Federal Communications Commission (FCC) is leaning toward approving Charter’s proposed acquisitions of Time Warner Cable and Bright House Networks. We believe Charter’s operating momentum is sustainable and that the proposed deals are likely to be approved, representing additional upside to our business value estimate for Charter on a stand-alone basis.

From Wallace Weitz (Trades, Portfolio)'s Weitz Value Fund 1st quarter 2016 commentary.

Check out Wallace Weitz latest stock trades

Top Ranked Articles about Liberty Broadband Corp

George Soros' Top 5 Buys of 3rd Quarter The second most successful investment manager reports portfolio
George Soros (Trades, Portfolio), one of the world’s foremost investors, ceased managing investment funds in 2011 after earning about 20% average annual returns since founding Soros Fund Management in 1969. As the chairman of the firm’s second iteration managing family and foundation money, Soros and managers purchased 105 stocks in the third quarter and sold out of 70. Read more...
Weitz Value Fund Comments on Liberty Broadband Guru stock highlight
Liberty Broadband (NASDAQ:LBRDA)’s principal asset consists of its interest in Charter Communications. In late January, rumors broke that Verizon Communications had made an informal acquisition offer to Charter Communications, sending both Charter and Liberty Broadband shares higher. We acknowledge that such a combination makes strategic sense for Verizon as it searches for an efficient means to deploy 5G wireless technology (which will require very dense, wired networks). However, we suspect shareholders can reap greater value from Charter continuing to integrate its Time Warner Cable and Bright House Networks acquisitions on a stand- alone basis. That said, we believe management will pursue the right course (stand-alone or M&A) that will maximize long-term shareholder value. Read more...
Weitz Funds Comments on Liberty Broadband Guru stock highlight
Liberty Broadband (NASDAQ:LBRDA) is a holding company for Liberty’s ownership stake of Charter Communications. Shares of Charter, and cable companies broadly, have performed well in the wake of the U.S. election. Although much remains to be seen, investors generally believe that regulatory pressures will ease as a result of a presumably more “industry friendly” Federal Communications Commission (FCC) as well as a Justice Department that may look more favorably on further industry consolidation. Investors are also hopeful that either the FCC or a Republican-controlled Congress will revisit actions of the previous FCC, including the more controversial actions taken as part of its “Net Neutrality” packages. We have invested in Liberty Broadband because we like the operating strategy at Charter, and while regulatory relief would certainly be a benefit, it’s not an explicit part of our investment thesis. Liberty Broadband shares trade at a discount to their underlying Charter investment due to the added complexity of Liberty’s involvement. We are confident Liberty’s management will ultimately collapse this discount, thereby making Liberty Broadband a cheaper opportunity to invest Read more...

Ratios

vs
industry
vs
history
Price-to-Owner-Earnings 490.89
LBRDA's Price-to-Owner-Earnings is ranked lower than
97% of the 225 Companies
in the Global Pay TV industry.

( Industry Median: 17.30 vs. LBRDA: 490.89 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
LBRDA' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 244.1  Med: 293.67 Max: 566.29
Current: 490.89
244.1
566.29
PB Ratio 1.87
LBRDA's PB Ratio is ranked higher than
55% of the 429 Companies
in the Global Pay TV industry.

( Industry Median: 2.31 vs. LBRDA: 1.87 )
Ranked among companies with meaningful PB Ratio only.
LBRDA' s PB Ratio Range Over the Past 10 Years
Min: 1.23  Med: 1.74 Max: 2.18
Current: 1.87
1.23
2.18
PS Ratio 1248.30
LBRDA's PS Ratio is ranked lower than
100% of the 442 Companies
in the Global Pay TV industry.

( Industry Median: 1.51 vs. LBRDA: 1248.30 )
Ranked among companies with meaningful PS Ratio only.
LBRDA' s PS Ratio Range Over the Past 10 Years
Min: 51.59  Med: 90.59 Max: 1440
Current: 1248.3
51.59
1440
EV-to-EBIT 362.91
LBRDA's EV-to-EBIT is ranked lower than
98% of the 350 Companies
in the Global Pay TV industry.

( Industry Median: 16.64 vs. LBRDA: 362.91 )
Ranked among companies with meaningful EV-to-EBIT only.
LBRDA' s EV-to-EBIT Range Over the Past 10 Years
Min: -82.2  Med: -21.5 Max: 415
Current: 362.91
-82.2
415
EV-to-EBITDA 334.08
LBRDA's EV-to-EBITDA is ranked lower than
99% of the 389 Companies
in the Global Pay TV industry.

( Industry Median: 8.63 vs. LBRDA: 334.08 )
Ranked among companies with meaningful EV-to-EBITDA only.
LBRDA' s EV-to-EBITDA Range Over the Past 10 Years
Min: -91  Med: -22.5 Max: 382.1
Current: 334.08
-91
382.1
EV-to-Revenue 1285.61
LBRDA's EV-to-Revenue is ranked lower than
99% of the 454 Companies
in the Global Pay TV industry.

( Industry Median: 2.03 vs. LBRDA: 1285.61 )
Ranked among companies with meaningful EV-to-Revenue only.
LBRDA' s EV-to-Revenue Range Over the Past 10 Years
Min: 48.9  Med: 93.7 Max: 1470.1
Current: 1285.61
48.9
1470.1
Current Ratio 11.64
LBRDA's Current Ratio is ranked lower than
92% of the 447 Companies
in the Global Pay TV industry.

( Industry Median: 1.07 vs. LBRDA: 11.64 )
Ranked among companies with meaningful Current Ratio only.
LBRDA' s Current Ratio Range Over the Past 10 Years
Min: 0.41  Med: 2.21 Max: 74.21
Current: 11.64
0.41
74.21
Quick Ratio 11.64
LBRDA's Quick Ratio is ranked lower than
90% of the 447 Companies
in the Global Pay TV industry.

( Industry Median: 1.00 vs. LBRDA: 11.64 )
Ranked among companies with meaningful Quick Ratio only.
LBRDA' s Quick Ratio Range Over the Past 10 Years
Min: 0.41  Med: 2.2 Max: 74.21
Current: 11.64
0.41
74.21
Days Sales Outstanding 63.60
LBRDA's Days Sales Outstanding is ranked higher than
88% of the 342 Companies
in the Global Pay TV industry.

( Industry Median: 47.76 vs. LBRDA: 63.60 )
Ranked among companies with meaningful Days Sales Outstanding only.
LBRDA' s Days Sales Outstanding Range Over the Past 10 Years
Min: 3.26  Med: 10.48 Max: 96.91
Current: 63.6
3.26
96.91

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -27.20
LBRDA's 3-Year Average Share Buyback Ratio is ranked lower than
88% of the 285 Companies
in the Global Pay TV industry.

( Industry Median: -2.00 vs. LBRDA: -27.20 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
LBRDA' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -27.2  Med: -5.3 Max: 0
Current: -27.2
-27.2
0

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.88
LBRDA's Price-to-Tangible-Book is ranked higher than
64% of the 315 Companies
in the Global Pay TV industry.

( Industry Median: 3.27 vs. LBRDA: 1.88 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
LBRDA' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.28  Med: 1.73 Max: 2.01
Current: 1.88
1.28
2.01
Price-to-Median-PS-Value 13.78
LBRDA's Price-to-Median-PS-Value is ranked lower than
97% of the 410 Companies
in the Global Pay TV industry.

( Industry Median: 1.02 vs. LBRDA: 13.78 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
LBRDA' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.65  Med: 0.96 Max: 14.77
Current: 13.78
0.65
14.77
Earnings Yield (Greenblatt) % 0.27
LBRDA's Earnings Yield (Greenblatt) % is ranked lower than
73% of the 468 Companies
in the Global Pay TV industry.

( Industry Median: 4.26 vs. LBRDA: 0.27 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
LBRDA' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -4.7  Med: -1.2 Max: 16
Current: 0.27
-4.7
16

More Statistics

Revenue (TTM) (Mil) $12.82
EPS (TTM) $ -0.25
Beta1.35
Short Percentage of Float1.96%
52-Week Range $67.37 - 104.35
Shares Outstanding (Mil)181.85

Piotroski F-Score Details

Piotroski F-Score: 22
Positive ROAY
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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