Is the business good?
How good a business is LIF?
Life360, Inc. earns 2.7% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
2.7%
Return on invested capital · cost of capital 9.0% · 6.3 points below what the capital costs: growth destroys value
- Operating margin
- 1.6%
Operating margin · Software - Application median 8.2% · 12 months to Q1 2026
- Cash conversion
- 0.62×
Cash conversion · 3.40× a year ago · some of the reported profit has not turned into cash yet
- Share count, year on year
- +2.7%
Share count, year on year · shareholders own a smaller slice than a year ago
| Year | Operating margin |
|---|---|
| FY2020 | −21% |
| FY2021 | −29% |
| FY2022 | −41% |
| FY2023 | −9.8% |
| FY2024 | −2.1% |
| FY2025 | 3.9% |
Details›
- Gross margin12 months to Q1 2026
- 77%
- Operating margin12 months to Q1 2026
- 1.6%
- Net margin12 months to Q1 2026
- 28%
- Free cash flow margin
- 17%
- R&D as % of revenue
- 26%
- Revenue, trailing twelve months
- $529M
- Free cash flow, trailing twelve months
- $92M
- Net income, trailing twelve months
- $149M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 2.7%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.
Software - Application
Ranks #18 of 90 by Smart Score