Life360, Inc.

LIF Technology Software Application

Life360, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $489.5 million, up 31.8% from fiscal 2024.

Revenue
+37.8%
EPS
−33.3%
Free cash flow
+116.0%
Total debt
+0.70%

Quarter to June 2026, against a year earlier

47.37 0.50 +1.07%
Market cap
$3.8B
P/E
25.2×
Fwd P/E
33.6×
Dividend yield
—
F-score
5/9
Altman Z
8.23
Beneish M
−2.40
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 34.64
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 7 1 1 5 4 3 4 3 7 2 3 1
Insider Ownership 2.97%

Capital & Financial Ratios $m

Size
Market Cap 3,820.00
Revenue ttm 572.56
Net income ttm 147.29
Free cash flow ttm 99.50
Net debt Q (154.51)
Valuation
P/E 25.19
Forward P/E 33.60
Price / sales 6.66
Forward P/S Powerpack
Price / FCF 39.05
Price / book 6.22 (above 6: high)
Financial health
Current ratio Q 5.60 (at or above 1.5: strong)
Debt / equity Q 0.51
Interest coverage Q —
Growth
Revenue growth Q +37.77% (above 0%: growing)
Operating income growth Q −102.86% (below 0%: shrinking)
EPS, this year −47.80% (below 0%: weak)
EPS, next year A +40.27% (at or above 15%: strong)
Revenue, next year A +37.45% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +4.58%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 69 159 494 466
Receivables 42 58 81 99
Inventory 4 8 10 15
Other 1 1 1 1
131 241 606 599
2023 2024 2025 Q'26
Payables 6 5 8 16
ST’ Debt 3 — — —
Other — — — —
71 77 97 107

Compound Annual Growth %

10y 5y 3y
Sales — 43.42% 28.95%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% 30.88%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.03 0.06 — — —
’25 0.05 0.08 0.11 1.51 1.77
’24 (0.14) (0.15) 0.09 0.10 (0.06)
’23 (0.21) (0.07) (0.10) (0.04) (0.42)
’22 (0.41) (0.53) (0.03) (0.48) (1.46)
’21 — (0.13) (0.16) — (0.65)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 143 159 — — —
’25 104 115 124 146 489
’24 78 85 93 116 371
’23 68 71 79 87 305
’22 51 49 57 71 228
’21 — 25 30 — 113
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 17 24 — — —
’25 12 13 26 37 89
’24 11 3 6 12 33
’23 (9) 4 4 9 8
’22 (22) (17) (16) (2) (57)
’21 — (5) 5 (12) (12)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 16 23 — — —
’25 11 11 25 35 81
’24 10 2 5 10 27
’23 (10) 3 4 8 5
’22 (22) (17) (17) (2) (58)
’21 — (5) 5 (12) (12)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — — 81 113 228 305 371 489 573 +43.4% 673 826 977 +25.9%
Gross margin, % — — — — 80.91 79.79 65.09 73.11 75.15 77.81 77.59 (3.1) pt
EBT — — — — (16) (34) (91) (28) (5) 33 14 n/m
EBT margin, % — — — — (20.25) (29.90) (40.00) (9.05) (1.25) 6.67 2.46 +26.9 pt
Net income — — — — (16) (34) (92) (28) (5) 151 147 n/m
Per share, $
Per share, $ Revenue — — — — 1.63 2.18 3.67 4.56 5.15 6.34 7.07 +31.1%
Earnings — — — — (0.33) (0.65) (1.47) (0.42) (0.06) 1.95 1.87 n/m
Cash flow — — — — (0.15) (0.24) (0.92) 0.11 0.45 1.15 1.29 n/m
Capex — — — — (0.01) 0.00 (0.01) (0.03) (0.07) (0.10) (0.06) +49.1%
Free cash flow — — — — (0.16) (0.24) (0.93) 0.08 0.38 1.05 1.23 n/m
Book value — — — — 0.00 4.84 3.93 3.70 4.97 7.10 7.57 n/m
Shares, m — — — — 49 52 62 67 72 77 79 +9.4%
Valuation, ×
Valuation, × P/E — — — — 0.00 0.00 0.00 0.00 0.00 33.23 25.19 5.5
P/S — — — — 5.88 5.88 5.88 5.88 8.01 10.12 6.66 6.9
P/B — — — — 7.72 7.72 7.72 7.72 8.30 9.04 6.22 8.0
EV/Sales — — — — 5.67 5.67 5.67 5.67 7.60 9.76 6.40 6.7
EV/FCF — — — — 72.90 72.90 72.90 72.90 104.54 58.86 37.51 75.8
Cash, $m
Cash, $m Operating cash flow — — — — (7) (12) (57) 8 33 89 104 n/m
Capex — — — — (1) 0 (1) (2) (5) (8) (5) +63.0%
Free cash flow — — — — (8) (12) (58) 5 27 81 100 n/m
Balance, $m
Balance, $m Working capital — — — — — 215 55 61 164 509 492 +24.0%
Net debt — — — — — (218) (81) (64) (159) (184) (155) (4.2%)
Shareholders’ equity — — — — — 250 245 247 359 548 613 +21.7%
Returns, %
Returns, % ROA — — — — 0.00 (22.20) (28.54) (8.52) (1.19) 21.53 16.32 +21.5 pt
ROIC — — — — 0.00 (63.89) (36.11) (10.26) (2.50) 3.23 0.89 +3.2 pt
ROE — — — — 0.00 0.00 (37.05) (11.46) (1.50) 33.27 30.06 +33.3 pt
People
People Employees — — — — — — 400 383 455 547 — +11.0%
Revenue/emp, $m — — — — 0.00 0.00 0.57 0.80 0.82 0.89 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Life360, Inc. vs peers in Software Application (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SRAD Sportradar Group AG $4.4B 107× 46.8× +22.23% (above 0%: growing) +29.75% (above 0%: growing) +5.40% (above 0%: growing) 85.13% 17.79% Compare
BILL BILL Holdings, Inc. $4.4B 87.9× 26.6× −10.60% (below 0%: shrinking) n/m +0.77% (above 0%: growing) 76.92% 14.46% Compare
MNDY monday.com Ltd. $4.0B 36.7× 59.8× +21.94% (above 0%: growing) +166.67% (above 0%: growing) −15.94% (below 0%: shrinking) 88.30% (0.42%) Compare
LIF Life360, Inc. $3.8B 25.2× 33.6× +37.77% (above 0%: growing) −33.33% (below 0%: shrinking) +115.99% (above 0%: growing) 79.83% (0.04%)
DAVE Dave Inc. $3.5B 18.9× 20.1× +31.17% (above 0%: growing) −26.94% (below 0%: shrinking) −2.59% (below 0%: shrinking) 100.00% 24.29% Compare
NATL NCR Atleos Corporation $3.5B 13.0× 9.3× −1.96% (below 0%: shrinking) +275.03% (above 0%: growing) +3,800.00% (above 0%: growing) 25.75% 16.65% Compare
AGYS Agilysys, Inc. $3.4B 76.4× 69.4× +17.73% (above 0%: growing) +11.48% (above 0%: growing) −1.19% (below 0%: shrinking) 64.60% 16.33% Compare
INTA Intapp, Inc. $3.4B — (loss-making) — (loss-making) +15.99% (above 0%: growing) n/m +138.52% (above 0%: growing) 77.89% (0.66%) Compare
FRSH Freshworks Inc. $3.3B 16.4× 80.0× +14.09% (above 0%: growing) n/m +27.04% (above 0%: growing) 85.33% 11.50% Compare
Median of peers $3.5B 36.7× 46.8× +16.86% +29.75% +3.09% 81.51% 15.40%

All 230 Software Application stocks →

Pay and ownership Proxy statement filed 16 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2024 4.41m 10.96m 643.00
2023 1.91m 3.53m 241.00
2022 3.93m 503.57k 155.00

Ownership

Directors and executive officers, together 6.80%
BlackRock, Inc. 11.00%
Hyperion Asset Management Limited 8.90%
AustralianSuper Pty Ltd 5.80%
Ausbil Investment Management Limited 5.00%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Life360, Inc. (LIF) Latest News

22 Sep

Impact 3 · · Zacks

10 Aug

11 May

Impact 4 · · MarketBeat
Impact 4 · · GlobeNewswire

28 Apr

20 Mar

16 Mar

3 Mar

2 Mar

Impact 4 · · MarketBeat
Impact 4 · · GlobeNewswire
Impact 3 · · Zacks

19 Feb

Impact 3 · · ZacksZacksZacksZacksZacks

LIF metrics, ten years each

stockrow.com/LIF · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com