Life360 Inc. Common Stock (LIF)

FairStock Score: 57/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable economics bought at sensible prices. Life360 has a freemium app for locating people, pets, and things, and revenue rose from $304.5M in FY2023 to $371.5M in FY2024 to $489.5M in FY2025. It returned to profit: net income was -$28.2M in FY2023, -$4.6M in FY2024, then $150.8M in FY2025. FairStock labels it a TURNAROUND because it returned to profit after a loss within the last three years. Its Piotroski F-Score of 8/9 and Altman Z-Score of 5.28 suggest reasonable financial health. But the latest evidence is mixed. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $159.0M but net income only $5.1M, or $0.06 diluted EPS. Fiscal Q1 2026 net income was $2.8M. That is far from FY2025's $150.8M. Valuation is the rub. At the 2026-10-13 close of $42.55, FairStock calculates a P/E of 24.74, P/B of 5.63, EV/EBITDA of 137.84, FCF yield of 2.8%, and Graham Number of $17.09, implying a margin of safety of -148.98%. ROCE is only 0.45%, even though ROE is 30.06%. The 52-week range of $37.01 to $100.18 shows how much sentiment has swung. Growth is real and the turnaround is promising, but the price already assumes much. I would want a wider discount and stronger recurring earnings before calling it a bargain.

In plain English: Life360 makes a mobile app that helps families and friends share locations and stay safe, and it sells subscriptions. Revenue has grown and the company moved from losses to a profit, but its latest quarter showed only a small profit. At the 2026-10-13 close of $42.55, the shares look expensive relative to its recent earnings and the value of its accounting assets.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer