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Makes a family location-sharing safety app, plus Tile Bluetooth trackers, monetized via premium subscriptions.
Makes a family location-sharing safety app, plus Tile Bluetooth trackers, monetized via premium subscriptions.
Gives the location app away and earns from subscription upgrades that add features such as crash detection and roadside assistance, billed monthly or annually. Tile trackers, bought in 2021, are sold through retail and online and widen the ecosystem.
Moat: narrow (network effects, brand, installed base). Family/friend circles create network effects; Tile hardware adds a complementary tracking ecosystem.
Headquarters: San Francisco, California, United States · Founded: 2008 · Employees: 642
Size Life360 (LIF) is a United States Information Technology company (Packaged Software) with a market value of $3.86B, the 1372nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $47.37 on 6 Nov 2026.
Performance Over six months the shares gained 7.5%, against +3.4% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 20 in its peer set.
Growth Revenue grew 34.0% over the last twelve months (peer median +24.0%); the operating margin is 1.1% (peer median 9.8%).
Valuation It trades at 33.9× forward earnings against a peer median of 23.1× (6th most expensive of 17).
Capital Return on invested capital runs 13.8 points below its cost of capital (14.9% WACC).
Backlog Backlog (remaining performance obligations) was $187M at 30 Jun 2026, down 20% on a year earlier — 0.3 years of trailing revenue. Backlog detail →
Short interest Short interest is 10.0% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $573M | $489M | $371M | $305M | $228M |
| Revenue growth | — | +32% | +22% | +33% | — |
| Gross profit | $444M | $381M | $279M | $223M | $149M |
| EBITDA | $26.7M | $33.8M | $2.29M | -$16.0M | -$85.5M |
| Net income | $147M | $151M | -$4.55M | -$28.2M | -$91.6M |
| Free cash flow | $103M | $86.8M | $31.4M | $7.02M | -$57.1M |
| Capital expenditure | $5.79M | $7.51M | $5.13M | $2.22M | $701,000 |
| Total debt | $312M | $311M | $723,000 | $5.56M | $8.39M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Life360 LIF | $3.86B | +8% | +34% | 1% | 33.9× | n/a |
| Apple AAPL | $4.98T | +17% | +15% | 33% | 36.8× | 19.0% |
| Alphabet Inc. (Class A) GOOGL | $3.47T | -29% | +22% | 33% | 20.5× | 18.5% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LIF | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.1% | +3.5% | 6th highest of 21 |
| 6-month return | +7.5% | +3.4% | 9th highest of 20 |
| Distance from 52-week high | -50.6% | -36.0% | 6th lowest of 21 |
| Revenue growth (TTM) | +34.0% | +24.0% | 6th highest of 21 |
| Operating margin | 1.1% | 9.8% | 5th lowest of 20 |
| Forward P/E | 33.9× | 23.1× | 6th most expensive of 17 |
| ROIC minus cost of capital | -13.8 pp | -3.7 pp | 3rd lowest of 16 |
| Net debt / EBITDA | -5.8× | -0.2× | 3rd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Life360 LIF | United States | $3.86B | +8% | +34% | 1% | 33.9× | n/a | n/a |
| Thunder Software Technology 300496.SZ | China | $3.83B | -13% | +40% | 6% | 40.0× | n/a | n/a |
| Magnite MGNI | United States | $3.93B | +94% | +8% | 16% | 20.9× | 31.9% | +26.4% |
| DLocal DLO | United States | $3.94B | +2% | +57% | 18% | 14.4× | 2.4% | +60.0% |
| Core Scientific CORZ | United States | $3.78B | -49% | +26% | -31% | n/a | n/a | n/a |
| Geovis Technology 688568.SS | China | $3.78B | -45% | -64% | -70% | n/a | n/a | n/a |
| G-Bits Network Technology (Xiamen) 603444.SS | China | $3.77B | -14% | +35% | 40% | 12.5× | -0.9% | +17.7% |
| Koei Tecmo 3635.T | Japan | $3.74B | +15% | +19% | 43% | 15.1× | -5.7% | +7.9% |
| Glory View Technology 301396.SZ | China | $3.72B | -49% | +53% | n/a | 25.3× | n/a | n/a |
| monday.com MNDY | United States | $3.72B | +22% | +24% | 3% | 14.2× | 23.6% | +50.2% |
| Kinaxis KXS.TO | Canada | $4.01B | +35% | +16% | 18% | 30.9× | 12.9% | +20.6% |
| Momenta Global 6880.HK | Hong Kong | $4.02B | n/a | +82% | -32% | n/a | n/a | n/a |
| Appian APPN | United States | $3.70B | +135% | +21% | 4% | 41.6× | 42.9% | +19.0% |
| First Advantage FA | United States | $4.04B | +47% | +33% | 11% | 17.4× | 20.8% | +25.3% |
| Talkweb Information System 002261.SZ | China | $4.11B | -39% | +9% | 1% | n/a | n/a | n/a |
| Kingdee International Software 0268.HK | Hong Kong | $4.16B | +3% | +17% | 2% | 65.4× | 45.4% | +15.0% |
| OPENLANE OPLN | United States | $4.22B | -9% | +13% | 17% | 20.7× | 11.1% | -2.4% |
| China National Software & Service 600536.SS | China | $4.22B | -20% | -16% | 0% | 131.0× | 49.7% | -7.3% |
| Sportradar SRAD | United States | $4.22B | +4% | +25% | 13% | 30.2× | 11.3% | +25.8% |
| AvePoint AVPT | United States | $3.50B | +45% | +25% | 10% | 37.6× | 31.6% | +22.6% |
| Sega Sammy 6460.T | Japan | $4.28B | +46% | +24% | 10% | 17.8× | -2.3% | +11.9% |
Life360 reported $187M of remaining performance obligations at 30 Jun 2026, down 20% from a year earlier and down 7% from the previous quarter. That is 0.3 years of trailing revenue already under contract. Book-to-bill last quarter: 0.91.