Life360, Inc (LIF) Fair Value & Analysis
Technology · US · Market cap $4.4B
Life360, Inc
LIF · US
Fair value as of: Jul 19, 2026
From 24 valuation models · updated 22 days ago
Share price +17.5% over the past month.
A solid business, but screening 80% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($16.05). The favourable scenario is already priced in.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (2 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
26‑month range $26.99 – $110.89 · fair‑value band $9.63 – $16.05 · the $63.20 price screens above the $12.84 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Life360, Inc (LIF) currently trades at $63.20, while our model-based Fair Value estimate is $12.84, implying the stock looks roughly 79.7% overvalued today. The Quality Score stands at 56/100 (solid 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 $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 $184M. Fundamentals as of Jul 19, 2026
Our scenario range runs from $9.63 (bear case) to $16.05 (bull case); at $63.20, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 44% below its 52-week high and 71% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -80%, LIF screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings ($83.95) versus Economic Profit ($4.47). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 35
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
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.
Full company description
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 third-party services. Additionally, the company provides tile hardware tracking devices to locate lost devices sold through online and brick and mortar retail channels as well as websites; tile mobile application, which includes a free service and two paid subscription options, such as Premium and Premium Protect to offer additional services, including warranties and item reimbursement; Gold or Platinum Life360 subscriptions; and location tracking services. It sells its products through retailers and distributors, as well as through online retailers. Life360, Inc. was formerly known as LReady, Inc. and changed its name to Life360, Inc. in October 2011. The company was incorporated in 2007 and is based in San Mateo, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Life360, Inc reported revenue of $489M in FY2025 versus $113M in FY2021, a compound +44.4%/yr. Reported net income was $151M in FY2025.
LIF screens 80% overvalued. Compare with SAP SE →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Life360's Revenue Grew 38% While the Stock Fell. Here's What to Make of the Latest Director Sale
- A Life360 Director Sold Stock at Exactly $60. Here's What Long-Term Investors Should Know
- A Life360 Founder Sold $1.7 Million in Stock. Here's What Long-Term Investors Should Know
- Why Investors Shouldn't Worry About Life360 Director Charles Prober Selling 7,930 Shares for $420,700
Peer Group
Software - Application · 709 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Software - Application median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAPS | C$12.69 | C$16.26 | +28% |
| Shopify Inc SHOP | C$173.23 | C$20.54 | -88% |
| Uber Technologies, Inc UBER | $72.67 | $51.11 | -30% |
| Salesforce, Inc CRM | $170.77 | $182.10 | +7% |
| ServiceNow, Inc NOW | $107.71 | $33.12 | -69% |
| Cadence Design Systems, Inc CDNS | $384.17 | $80.41 | -79% |
| Snowflake Inc SNOW | $271.87 | $34.04 | -87% |
| Adobe Inc ADBE | $230.61 | $379.48 | +65% |
| Automatic Data Processing, Inc ADP | $241.92 | $177.51 | -27% |
| Intuit Inc INTU | $291.09 | $258.69 | -11% |
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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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