LIFLife360, Inc.
Is the business good?
The checks split: nothing decisive, though margins widening.
Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.
Positive operating leverage, operating profit is growing faster than sales, so margins widen as the business scales.
Margin-driven, fat margins on slower asset turns. ROE 21% = margin × turnover × leverage.
Unless marked, from derived.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is LIF?
Life360, Inc. earns 1.5% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
Return on invested capital · cost of capital 9.0% · 7.5 points below what the capital costs: growth destroys value
- Operating margin
- 1.1%
Operating margin · Software - Application median 6.4% · 12 months to Q2 2026
- Share count, year on year
- +1.3%
Share count, year on year · shareholders own a smaller slice than a year ago
- R&D as % of revenue
- 27%
R&D as % of revenue
| Year | Operating margin |
|---|---|
| FY2020 | −21% |
| FY2021 | −29% |
| FY2022 | −41% |
| FY2023 | −9.8% |
| FY2024 | −2.1% |
| FY2025 | 3.9% |
Details›
- Gross margin12 months to Q2 2026
- 78%
- Operating margin12 months to Q2 2026
- 1.1%
- Net margin12 months to Q2 2026
- 26%
- Free cash flow margin
- 18%
- R&D as % of revenue
- 27%
- Revenue, trailing twelve months
- $573M
- Free cash flow, trailing twelve months
- $103M
- Net income, trailing twelve months
- $147M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 1.5%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Software, Application
Ranks #90 of 96 by RyuScore