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Life360, Inc (360) Fair Value & Analysis

Technology · AU · Market cap A$6.2B

LI Life360, Inc 360 · AU
PriceA$25.96
Fair ValueA$4.43
Upside-82.9%
Quality45/100
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Evidence: High Range A$3.32 – A$5.53 📤 Share as image

Fair value as of: Jul 13, 2026

From 24 valuation models · updated 10 days ago

Share price +8.9% over the past month.

Price vs Fair Value (12 months)

A$55.44 A$17.91 Fair Value A$4.43 Jul 2025 Jul 2026

12‑month range A$17.91 – A$55.44 · fair‑value band A$3.32 – A$5.53 · the A$25.96 price screens above the A$4.43 fair value. As of Jul 13, 2026.

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Analysis

Life360, Inc (360) currently trades at A$25.96, while our model-based Fair Value estimate is A$4.43, implying the stock looks roughly 82.9% overvalued today. We read business quality at 45/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Life360, Inc generated revenue of A$529M at a net margin of 28.2%. Revenue grew 38.1% year over year. It earns a return on equity of 30.7%. The balance sheet holds a net cash position of A$184M. Fundamentals as of Jul 13, 2026

Our scenario range runs from A$3.32 (bear case) to A$5.53 (bull case); at A$25.96, the current price sits above that range. The share trades about 54% below its 52-week high and 54% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -22% fair-value upside, at -83%, 360 screens richer than that median.

Key figures & financial health

Revenue (TTM) A$529M
Revenue growth (YoY) +38.1%
Net margin 28.2%
Return on equity 30.7%
Free cash flow A$89.9M FY2025
P/E ratio 26.8
More key figures
Operating margin -5.6%
EPS (TTM) A$0.8200
EPS growth (YoY) -40.1%
Net cash A$184M FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 13, 2026. TTM = trailing twelve months.

About the company

Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company provides Life360 mobile application under the freemium model that offers communications, driving safety, digital safety, and location sharing; Life360 Platform that provides location coordination and safety, driving safety, digital safety, and emergency assistance services; and mobile-first technology platform that protects members data and ensures integrity, security, and performance. It also offers real-time location, location history, and smart notifications; location-specific alerts, driving alerts, and crime reports; crash detection, roadside assistance, family driving summaries, and individual driver reports; data breach alerts, identity theft protection, stolen funds reimbursement, and credit monitoring; and SOS with emergency dispatch, disaster response, medical assistance, and travel support, as well as related …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Life360, Inc reported revenue of A$507M in FY2025 versus A$112M in FY2021, a compound +45.7%/yr. Reported net income was A$156M in FY2025.

Revenue +45.7%/yr
FY21 A$112M
FY22 A$228M
FY23 A$305M
FY24 A$371M
FY25 A$507M
Net income
FY21 −A$33.6M
FY22 −A$91.6M
FY23 −A$28.2M
FY24 −A$4.6M
FY25 A$156M

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Cite: Fair Value Calculator (2026). "Life360, Inc Fair Value". https://www.fairvalue-calculator.com/stock/360

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Frequently asked questions

Is Life360, Inc (360) undervalued?
As of Jul 13, 2026, our model estimates a fair value of A$4.43 versus a price of A$25.96, about −83% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 360?
Our model-based fair value for Life360, Inc is A$4.43 (as of Jul 13, 2026), built from audited fundamentals. The current price is A$25.96.
What is the quality score of 360?
Life360, Inc has a Quality Score of 45/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Life360, Inc (360)?
Life360, Inc reported trailing-twelve-month revenue of about A$529M (latest available figure, as of Jul 13, 2026).
What is the net profit margin of 360?
The net profit margin of Life360, Inc is about 28.2%, meaning it keeps roughly 28.2% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.