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Life360, Inc. (LIF)

Fair Value
TechnologySoftware - ApplicationUnited States

Fundamental

52

Price

$40.16

Market Cap

$3.28B

Part 1 · What the company is worth

Overview

Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company provides Life360 mobile application under the freemium model that offers communications, driving safety, digital safety, and location sharing; Life360 Platform that provides location coordination and safety, driving safety, digital safety, and emergency assistance services; and mobile-first technology platform that protects members data and ensures integrity, security, and performance. It also offers real-time location, location history, and smart notifications; location-specific alerts, driving alerts, and crime reports; crash detection, roadside assistance, family driving summaries, and individual driver reports; data breach alerts, identity theft protection, stolen funds reimbursement, and credit monitoring; and SOS with emergency dispatch, disaster response, medical assistance, and travel support, as well as related third-party services. Additionally, the company provides tile hardware tracking devices to locate lost devices sold through online and brick and mortar retail channels as well as websites; tile mobile application, which includes a free service and two paid subscription options, such as Premium and Premium Protect to offer additional services, including warranties and item reimbursement; Gold or Platinum Life360 subscriptions; and location tracking services. It sells its products through retailers and distributors, as well as through online retailers. Life360, Inc. was formerly known as LReady, Inc. and changed its name to Life360, Inc. in October 2011. The company was incorporated in 2007 and is based in San Mateo, California.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on September 19, 2026 with claude-haiku-4-5 — shared with all users

P/E: 38.2Score: 70Market cap: $4.90T

Apple's Find My app and AirTag, named by Life360 in its own 10-K, compete directly for the same family location-sharing and item-tracking use cases, and come free with the iPhones Life360's subscribers already own.

Alphabet Inc. (Google)GOOGL

Google offers the same core features on Android at no cost — location sharing in Google Maps, parental supervision through Family Link, and the Find Hub tracking network that rival tags plug into.

Samsung Electronics Co., Ltd. (삼성전자)005930.KS

Samsung's Galaxy SmartTag and its SmartThings Find network compete head-on with Tile for the Android item-tracking customer, bundled with the Galaxy phones that dominate much of that base.

Bark Technologies, Inc.Not tracked

Bark sells a family-safety subscription with real-time location, place alerts and check-ins, plus a kids' phone and smartwatch, going after the same paying parents as Life360's Gold and Platinum tiers.

Chipolo d.o.o.Not tracked

Chipolo sells Bluetooth tags at the same price points and through the same retail shelves as Tile, in versions that work on both the Apple and Google finding networks.

Balance Sheet & Liquidity

Revenue

$573M

Trailing 12 months (through 6/30/2026)

Net Income

$147M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$87M

Total Equity

$548M

Total Liabilities

$412M

Current Ratio

5.60

Interest Coverage

-

Debt/EBITDA

9.69

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseFairly Valued

Fair Value

$52.74

Current Price

$40.16

Margin of Safety

+23.9%

Fair Value Range

$34.28 - $71.20

Spread across the valuation methods used, not a statistically calibrated confidence interval.

Estimation Methods

Analyst price target:$60.70
Discounted cash flow (DCF):$9.39
Earnings multiple (P/E):$111.19
Graham growth formula:$28.00
Earnings power value (EPV):$0.34
Justified P/B:$11.44
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:$32.24
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:$34.14
Analyst Consensus:Strong Buy (11B / 3H / 0S)
Last Earnings Surprise:+400.00%

Valuation Metrics

P/E Ratio

23.28

ROE

27.5%

P/B Ratio

5.35

P/FCF

31.79

Gross Margin

77.6%

ROIC

0.5%

Profitability Radar

Value Creation (Economic Moat)

ROIC

0.5%

WACC

16.0%

ROIC − WACC

-15.5 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (12)

  • EPS shows upward trend
  • Gross Margin 77.6%
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Return on Tangible Assets
  • ROE 27.4%
  • Analyst Consensus 79% Buy
  • Earnings Surprise avg 250.5%
  • Net Margin Trend 25.7% vs 6.5%
  • Piotroski F-Score 5/9

Failed (11)

  • Price CAGR -0.63%
  • ROIC 0.5%
  • P/FCF 31.79
  • P/B Ratio 5.35
  • Operating Margin 1.1%
  • Debt/EBITDA
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Earnings Quality (OCF/NI) 0.71
  • Share Dilution 12.2%

Unavailable (4)

  • Dividend Payout NaN%
  • Interest Coverage
  • Revenue Growth 5Y (Finnhub)
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

0.71

Moderate: some gap between profits and cash

Share Dilution

12.2%

Issuing new shares, diluting ownership

Institutional Holdings

Governance

Executive Team

NameTitleAge
Mr. Christopher HullsCo-Founder & Executive Chairman41
Ms. Lauren AntonoffCEO & Director54
Mr. Alex HaroCo-founder & Non-Executive Director39
Mr. Russell BurkeChief Financial Officer64
Mr. Justin MooreChief Technology Officer-
Jolanta MasojadaHead of Investor Relations-
Mr. Matthew Cullen J.D.General Counsel & Corporate Secretary-
Mr. Mike ZemanChief Marketing Officer-
Ms. Heather HoustonChief People Officer-
Mr. James SelbyChief Revenue Officer-

Audit Risk

4

Board Risk

9

Compensation Risk

6

Shareholder Rights Risk

3

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Documents

  • Annual Report (10-K)

    A yearly overview of the business, its financial results, and the risks it faces.

    Filed on 2026-03-02

    View document
  • Quarterly Report (10-Q)

    A snapshot of financial performance for the most recent three-month period.

    Filed on 2026-08-10

    View document
  • Current Report (8-K)

    An announcement of a major event, such as a leadership change or big news.

    Filed on 2026-08-10

    View document

via SEC EDGAR

Income History

via SEC EDGAR

Latest News

Recent headlines for LIF, sourced from Markets Gazette.

  • 3/3/2026NEUTRAL
    The Analyst Verdict: Life360 In The Eyes Of 6 Experts

    Recent analyst ratings for Life360 (LIF) present a mixed picture. TD Securities downgraded the stock from Buy to Hold in June 2021, while Scotiabank maintained a Sector Outperform rating in September 2020. These actions suggest caution from some analysts, while acknowledging the potential of the company's sector. Investors should consider these revisions in the context of Life360's overall performance and future outlook, carefully weighing risks and opportunities before making investment decisions.

  • 3/3/2026NEGATIVE
    Why Life360 Stock Is Plummeting Today

    Life360, the leading family safety mobile app, experienced a significant stock price drop today. Despite the company's continued robust growth and notable expansion in its market segment, investors appear to be fixated on shorter-term worries. This misalignment between solid operational performance and market reaction suggests that immediate concerns are outweighing the company's long-term growth prospects. Analysts suggest the market might be discounting perceived risks or a high valuation, overlooking the positive trajectory of the app's adoption.

  • 3/2/2026NEUTRAL
    Life360 (LIF) Q4 2025 Earnings Call Transcript

    Investors are keenly awaiting the transcript of Life360's (LIF) Q4 2025 earnings call. While the specific content is not yet available, this event represents a crucial moment for understanding the company's financial performance and future outlook. Analysis of key data points, such as revenues, profits, and guidance, will be essential for assessing strategic direction and its impact on share value. The current lack of details keeps the stock in a holding pattern, with the market poised to react as soon as the information is released.

  • 2/23/2026NEUTRAL
    Life360 Board Director Sells Nearly 8k Shares as Company Expands Partnership with Uber

    Location-based tech firm Life360, Inc. presents a mixed picture for investors. On one hand, the company has expanded its strategic partnership with ride-sharing giant Uber, a move that could enhance its service ecosystem and user engagement, signaling potential for long-term growth. On the other hand, news emerged that a board director sold nearly 8,000 shares. While insider sales can occur for various personal reasons and don't always signal a lack of confidence, the transaction introduces an element of caution. The market is now tasked with balancing the tangible benefits of the Uber collaboration against the subtle warning of the insider transaction, leading to a neutral but watchful stance on the stock.

via Markets Gazette