(LIF) Life360, Common Stock - Overview
Sector: Technology | Industry: Software - Application | Exchange: NASDAQ (USA) | Market Cap: 3.365m USD | Total Return: -32.6% in 12m
Avg Turnover: 28.5M
Qual. Beats: 0
Rev. Trend: 99.5%
Qual. Beats: 4
Warnings
Earnings expected to drop: P/E 23.7 → Forward 64.9
Tailwinds
No distinct edge detected
Life360, Inc. (LIF) operates a safety and location-based technology platform catering to families and individuals globally. The company utilizes a freemium business model, offering a core mobile application for location sharing and communication while upselling tiered subscription plans that include identity theft protection, emergency dispatch, and roadside assistance. This recurring revenue model is common among application software firms seeking to maximize lifetime customer value through high-margin digital services.
The company expanded its ecosystem by acquiring Tile, integrating hardware tracking devices for physical objects into its software-driven safety suite. This hardware-software integration creates a closed-loop environment, increasing user switching costs and diversifying revenue streams beyond digital subscriptions. In the broader Application Software sector, companies often leverage such cross-platform utility to enhance user retention and data collection capabilities.
To further analyze the financial health and growth prospects of this company, you may find it useful to examine the detailed metrics available on ValueRay. Life360 continues to focus on international expansion and the integration of third-party services to scale its safety-as-a-service infrastructure.
- Subscription revenue growth driven by conversion of free users to paid tiers
- International expansion of Life360 mobile platform increases monthly active user base
- Hardware sales volume of Tile tracking devices impacts total revenue and margins
- Advertising revenue growth through monetization of the platforms large user data set
- Operating margin improvement through reduced customer acquisition costs and platform scaling efficiency
| Net Income: 149.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.07 > 0.02 and ΔFCF/TA -6.24 > 1.0 |
| NWC/Revenue: 90.77% < 20% (prev 44.36%; Δ 46.41% < -1%) |
| CFO/TA 0.09 > 3% & CFO 93.8m > Net Income 149.2m |
| Net Debt (-146.4m) to EBITDA (24.8m): -5.90 < 3 |
| Current Ratio: 5.37 > 1.5 & < 3 |
| Outstanding Shares: last quarter (85.7m) vs 12m ago 2.67% < -2% |
| Gross Margin: 77.10% > 18% (prev 0.76%; Δ 7.63k% > 0.5%) |
| Asset Turnover: 70.71% > 50% (prev 87.15%; Δ -16.44% > 0%) |
| Interest Coverage Ratio: 2.00 > 6 (EBITDA TTM 24.8m / Interest Expense TTM 4.28m) |
| A: 0.46 (Total Current Assets 590.0m - Total Current Liabilities 109.8m) / Total Assets 1.04b |
| B: -0.13 (Retained Earnings -136.1m / Total Assets 1.04b) |
| C: 0.01 (EBIT TTM 8.56m / Avg Total Assets 748.1m) |
| D: -0.31 (Book Value of Equity -135.9m / Total Liabilities 443.2m) |
| Altman-Z'' = 2.35 = BBB |
| DSRI: 1.28 (Receivables 95.0m/55.5m, Revenue 529.0m/396.9m) |
| GMI: 0.99 (GM 77.10% / 76.27%) |
| AQI: 0.97 (AQ_t 0.43 / AQ_t-1 0.44) |
| SGI: 1.33 (Revenue 529.0m / 396.9m) |
| TATA: 0.05 (NI 149.2m - CFO 93.8m) / TA 1.04b) |
| Beneish M = -2.53 (Cap -4..+1) = A |
As of May 30, 2026, the stock is trading at USD 42.49 with a total of 565,258 shares traded.
Over the past week, the price has changed by +6.15%,
over one month by -0.42%,
over three months by -19.30% and
over the past year by -32.60%.
Life360, Common Stock has received a consensus analysts rating of 4.86. Therefore, it is recommended to buy LIF.
- StrongBuy: 6
- Buy: 1
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 62.7 | 47.6% |
P/E Trailing = 23.7286
P/E Forward = 64.9351
P/S = 6.361
P/B = 5.6303
Revenue TTM = 529.0m USD
EBIT TTM = 8.56m USD
EBITDA TTM = 24.8m USD
Long Term Debt = 310.9m USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 310.9m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -146.4m USD (calculated: Debt 310.9m - CCE 457.3m)
Enterprise Value = 3.22b USD (3.36b + Debt 310.9m - CCE 457.3m)
Interest Coverage Ratio = 2.00 (Ebit TTM 8.56m / Interest Expense TTM 4.28m)
EV/FCF = 46.62x (Enterprise Value 3.22b / FCF TTM 69.0m)
FCF Yield = 2.14% (FCF TTM 69.0m / Enterprise Value 3.22b)
FCF Margin = 13.05% (FCF TTM 69.0m / Revenue TTM 529.0m)
Net Margin = 28.21% (Net Income TTM 149.2m / Revenue TTM 529.0m)
Gross Margin = 77.10% ((Revenue TTM 529.0m - Cost of Revenue TTM 121.1m) / Revenue TTM)
Gross Margin QoQ = 77.25% (prev 75.12%)
Tobins Q-Ratio = 3.09 (Enterprise Value 3.22b / Total Assets 1.04b)
Interest Expense / Debt = 1.38% (Interest Expense 4.28m / Debt 310.9m)
Taxrate = 21.0% (US default 21%)
NOPAT = 6.76m (EBIT 8.56m * (1 - 21.00%))
Current Ratio = 4.48 (Total Current Assets 590.0m / Total Current Liabilities 131.8m)
Debt / Equity = 0.52 (Debt 310.9m / totalStockholderEquity, last quarter 597.6m)
Debt / EBITDA = -5.90 (Net Debt -146.4m / EBITDA 24.8m)
Debt / FCF = -2.12 (Net Debt -146.4m / FCF TTM 69.0m)
Total Stockholder Equity = 476.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 19.95% (Net Income 149.2m / Total Assets 1.04b)
RoE = 24.38% (Net Income TTM 149.2m / Total Stockholder Equity 612.1m)
RoCE = 0.93% (EBIT 8.56m / Capital Employed (Equity 612.1m + L.T.Debt 310.9m))
RoIC = 1.43% (NOPAT 6.76m / Invested Capital 473.7m)
WACC = 14.98% (E(3.36b)/V(3.68b) * Re(16.26%) + D(310.9m)/V(3.68b) * Rd(1.38%) * (1-Tc(0.21)))
Discount Rate = 16.26% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 91.11 | Cagr: 10.70%
[DCF] Terminal Value 59.54% ; FCFF base≈64.9m ; Y1≈74.4m ; Y5≈109.4m
[DCF] Fair Price = 11.08 (EV 751.5m - Net Debt -146.4m = Equity 897.8m / Shares 81.0m; r=14.98% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.29 | # QB: 0
Revenue Correlation: 99.47 | Revenue CAGR: 27.37% | SUE: 1.59 | # QB: 4
EPS current Quarter (2026-06-30): EPS=0.19 | Chg30d=-20.88% | Revisions=-14% | Analysts=3
EPS next Quarter (2026-09-30): EPS=0.33 | Chg30d=-6.75% | Revisions=-14% | Analysts=3
EPS current Year (2026-12-31): EPS=1.25 | Chg30d=+1.29% | Revisions=-14% | GrowthEPS=+12.9% | GrowthRev=+36.9%
EPS next Year (2027-12-31): EPS=1.63 | Chg30d=-6.07% | Revisions=-14% | GrowthEPS=+30.2% | GrowthRev=+21.5%
[Analyst] Revisions Ratio: -14%