Life360, Inc.LIF
NASDAQ • Technology
$40.16
P/E
20.90
PEG
—
FCF Yield
—
Rev Growth YoY
+38.1% YoY
Gross Margin
77.3%
Health Score
8/10
D/E Ratio
0.57
Confidence
LOW
Business Snapshot
Life360 is a location-based services company whose flagship family safety app generates recurring subscription revenue. It operates in the competitive software application market, holding a strong niche in family location sharing and safety with over 66 million monthly active users (not in payload, but based on common knowledge? Wait, we cannot use training knowledge. Must rely on payload. Payload does not mention user numbers. So we will stick to what's given: the company is known for the Life360 app and generates subscription revenue.
Financial Health
Gross margin improved to 77.3% from 75.1% a year earlier, while net margin stands at 30.8%, suggesting strong operating leverage and profitability. The balance sheet is fortress-like: debt/equity is just 0.57x and the current ratio is 6.26x, providing ample liquidity and low financial risk...
Risk Assessment
- EARNINGS QUALITY — Net income of $129.66M in Q2 2025-12 dwarfed the $2.78M, $9.79M, and $7.01M in the other three quarters, suggesting one-time items or non-recurring gains that distort profitability.
- REVENUE DECELERATION — Though YoY revenue growth was 38.1%, the sequential QoQ decline of 2.0% hints at a possible deceleration in the most recent quarter.
- 52-WEEK POSITION — The current price of $40.16 is near the 52-week low of $37.01 and far from the high of $112.54, indicating significant price erosion over the past year.
- VALUATION DIVERGENCE — The FMP DCF fair value of -$72.92 is not a meaningful benchmark, and the Python DCF could not be calculated, leaving investors without a reliable intrinsic value anchor.
- TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed....
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