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LIF Life360, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-10, not restated
Technology

Scale

Market cap
$3.6bn
Revenue TTM
$573m
Net income TTM
$147m
Free cash flow
$103m
Composite score
40.3
Sector rank
#1283

Valuation

P / E
24.7
EV / EBITDA
134.9
EV / sales
5.9
FCF yield
2.84%
Earnings yield vs 10-yr
-0.68pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
25.7%
EBITDA margin
4.4%
ROE
24.0%
ROIC
1.9%
Revenue growth
34.0%

Insider activity, last 90 days

Net open-market
$-20.82m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Revenue Subscription Revenue We generate revenue primarily from sales of subscriptions on our platform, including Life360 and Tile. Advertising revenue is driven primarily by the number of impressions delivered and the rates at which those impressions are sold. We generate data revenue primarily through an arrangement with a key data partner that provides location-based analytics to customers in the retail and real estate sectors, municipalities, and other private and public organizations. We expect that cost of revenue will increase in absolute dollars in future periods. …Life360, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-10

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