Company Analysis

Life360, Inc. (LIF)

Nasdaq: LIF · Services-Computer Processing & Data Preparation · San Mateo, CA · filing with the SEC since 2013
Grade6.1
◀ Past 5.1● Present 6.5▶ Future 6.6

The grade of Life360, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.1/10
◀ Past5.130% of the headline
● Present6.540% of the headline
▶ Future6.630% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.1/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.7/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2023-04-10.

weight 33% of this tense · 47th percentile among 77 sector filers · read for itself

From the record

Life360, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2023-04-10) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.9/10

What has it actually done, year after year?

+43.4% a year over 6 filed years; profitable in 1 of 6.

weight 45% of this tense · 69th percentile among 64 sector filers · read for its customers

From the record

Life360, Inc.'s 6 filed years say what it did: revenue went from $81 million in fiscal 2020 to $489 million in fiscal 2025, up 43.4% a year; it rose in 5 of 5 years; it never fell from a peak; net income was positive in 1 of 6 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span43.4%top 17% of its family
  • the share of years revenue rosetop 21% of its family
  • the share of filed years with a profitbottom 35% of its family
  • the deepest fall from a revenue peak0.0%top 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
1.8/10

How has it treated the people who own it?

Share count grew 10.7% a year. 0% of cash flow returned. Insiders: 68 sales, 0 purchases.

weight 22% of this tense · 18th percentile among 43 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Life360, Inc.'s diluted share count grew about 10.7% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 68 sales (43 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-04 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 24% of its family
  • cash returned against operating cash flowbottom 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.5/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.6/10

Is it financially healthy right now?

ROE 28%: 28¢ of profit per shareholder dollar. Leverage 43%: owes 43¢ per asset dollar.

weight 33% of this tense · 56th percentile among 69 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Life360, Inc. earned about 28 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 40 cents per dollar of everything the company owns. Leverage: it owed about 43 cents per dollar of assets, and net share issuance: its share count grew 18.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 42% of its family
  • return on equitytop 19% of its family
  • gross profit against assetstop 42% of its family
  • the share count against the year beforebottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.4/10

How strong is its position in its industry?

top 26% of 68 in its family; net margin 30.8%.

weight 45% of this tense · 74th percentile among 68 sector filers · read for its customers

From the record

Life360, Inc.'s standing among 68 graded names in its industry family: revenue of $489 million in fiscal 2025 ranks in the bottom 48% by size; a net margin of 30.8% ranks in the top 11%; revenue growth of 28.9% a year over the last 3 filed years ranks in the top 16% (its annual reports).

What it rests on

  • revenue against the family$489Mbottom 48% of its family
  • net margin30.8%top 11% of its family
  • three-year revenue growth28.9%top 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.8/10

What are the people in charge doing?

top 42% of 38 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 58th percentile among 38 sector filers · read for its shareholders

From the record

Life360, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Antonoff, Lauren (Chief Executive Officer, as filed), filing under that title since 2025-08-27, 1.2 years (bottom 25% of its family); most of the 11 officers and directors filing now have filed since the record of its people begins (2022-06-27), a floor of 4.4 years the record cannot see past, so that part is not read; 1 officer or director change was reported on Form 8-K since 2023-11-13, against the 11 people in charge now (top 9%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge1 in three years among 11 peopletop 9% of its family
  • the chief executive's years on the record1.2 yearsbottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.6/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.7/10

How much room does it have to grow?

top 23% of 68 in its family for room to expand.

weight 22% of this tense · 77th percentile among 68 sector filers · read for itself

From the record

Life360, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $496 million against no long-term debt tagged leaves 51.7% of its assets as net cash, top 17% of its family; cash from operations less capital spending is 17.7% of revenue (top 27%); a gross margin of 77.8% (top 23%); research spending of 26.2% of revenue (top 26%) (its annual report).

What it rests on

  • cash less debt against assets51.7%top 17% of its family
  • cash from operations less capital spending against revenue17.7%top 27% of its family
  • gross margin77.8%top 23% of its family
  • research spending against revenue26.2%top 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.7/10

What could actually drive growth from here?

top 43% of 64 in its family for growth drivers.

weight 45% of this tense · 57th percentile among 64 sector filers · read for its customers

From the record

Life360, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 28.9% a year over the last three filed years against 43.4% over all 6, slowing (bottom 20% of its family); the newest year grew 31.8% (top 23%); research spending grew 7.8% a year (top 27%) (its annual reports). Life360, Inc. reported 4 product lines in fiscal 2025: Subscription and Circulation at $369 million (75%), Hardware at $52 million (11%), Partnerships at $36 million (7%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-14.5 points a yearbottom 20% of its family
  • the newest year's revenue growth31.8%top 23% of its family
  • three-year growth of research spending7.8%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.1/10

Did its newest year beat what its own record pointed to?

top 29% of 54 in its family for expectations against reality.

weight 33% of this tense · 71st percentile among 54 sector filers · read for its shareholders

From the record

Life360, Inc.'s newest year against its own record: revenue of $489 million in fiscal 2025 came in 3.3% above the $474 million its prior three years' pace pointed to (top 49% of its family); net income of $151 million against a prior three-year average of $41 million (top 15%); a net margin of 30.8% against -16.9% before (top 23%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace3.3%top 49% of its family
  • net income against the prior three years' average+464%top 15% of its family
  • net margin against its prior average+47.7 pointstop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LIF · research, not advice