Life360, Inc. (360.AX)

Valuation as at 2026-08-29

About Life360, Inc.

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.

Source: Yahoo Finance company profile · factual description, not KashVector commentary

Life360, Inc. 360.AX

Technology · Software - Application

Price
$20.50
Market Cap
$5.01B
Free Cash Flow
$103.8M
Revenue (TTM)
$795.6M
Revenue Growth
37.8%
Gross Margin
77.6%
Net Debt
$-213.1M
52-Week Range
$16.90–$55.87

What does the current price assume?

At the current price, the market appears to be pricing in about 43.0% initial revenue growth — steep enough that the model's own free cash flow would dip before recovering by year 6, even though Life360, Inc.'s actual free cash flow is already positive.

Life360, Inc.'s trailing free cash flow is $103.8M on 37.8% current revenue growth today. The model's reinvestment charge scales with the assumed growth rate, not the company's actual current pace — funding 43.0% growth takes substantially more reinvestment than the business is really making right now, which is what pushes the modeled figure negative before it recovers.

Life360, Inc.'s price & financial trends

Data as at 2026-08-29

Share price · last 2 years

$20.50 +7% vs 2024-08
ASX 200 $19.12$25.29$32.18$39.35$20.19$20.50 2024-082025-012025-062025-112026-042026-08

Revenue Per year

$489.5M +114% vs FY22
$228.3M$304.5M$371.5M$489.5MFY22FY23FY24FY25

Free cash flow Per quarter

$15.6M +48% vs Q1 '25
$10.5M$10.6M$24.6M$35.4M$15.6MQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Operating margin trajectory Per year

3.9% +109% vs FY22
-41.4%-9.8%-2.1%3.9%FY22FY23FY24FY25

Growth Score

Good Fit4 of 5 criteria passed
Rule of 40 (Growth % + FCF Margin % >= 40)50.8%
Revenue Growth > 20%37.8%
Gross Margin > 50%77.6%
Cash Runway > 24 MonthsSkipped
Operating Margin Trajectory Improving-41.4% -> 3.9%
Dilution (Diluted Shares Growth) <= 10%/yr18.1%

Value investing scale · Buffett · Dalio · Graham

Partial Fit
11 / 20 combined score

See the full Buffett, Dalio & Graham breakdown for 360.AX →

The two models, in detail

Each shown with what it says the company is worth today and what growth the current price already implies — not just a single point estimate.

Multi-Stage DCF

$17.15
-16.4% margin of safety
Overvalued

EV / Sales

$20.40
-0.5% margin of safety
Fairly Valued
Implied EV/Sales at the current price: 6.03x (vs. today's reported 8.48x)

These numbers come from running Life360, Inc.'s revenue and margin trajectory through the Multi-Stage DCF and EV/Sales formulas above — not from any view on the news, management, or 360.AX's competitive position. What is a multi-stage DCF?

Want to test your own growth, margin, or discount-rate assumptions?Open the full interactive calculator, pre-filled with 360.AX →

Not financial advice. Multi-Stage DCF and EV/Sales valuations are highly sensitive to assumptions — small changes in growth rate, target margin, or discount rate produce large swings in output. This is a mechanical calculation, not a recommendation to buy, hold, or sell.

About this valuation

Computed on 2026-08-29 from Yahoo Finance data, using the same engine as the full Growth Stock Evaluator. Every figure above is a point-in-time snapshot of that date — change any assumption yourself in the interactive tool for a live one.

Frequently asked questions

Is Life360, Inc. (360.AX) undervalued?

The Multi-Stage DCF estimates intrinsic value at $17.15 vs a price of $20.50 on 2026-08-29. This is a mechanical output from a model with genuine assumptions built in (target margin, growth fade, reinvestment) — not advice.

What does "implied growth rate" mean?

It's the reverse question: instead of assuming a growth rate and computing a value, this holds every other assumption fixed and asks what initial revenue growth rate would make the model's value equal to today's actual price. It tells you what the market is already betting on, which you can then judge for plausibility yourself.