Assessing Life360’s Valuation After Strong Quarter And New Elderly Offering Versus Sharp Share Price Pullback

Simply Wall St.

Feb 15

AdvertisementWhy Life360 is in focus after a strong quarter and sharp pullback Life360 (ASX:360) is attracting attention after a quarterly update that beat expectations and coincided with record user ...

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However, the 3 year total shareholder return is a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7016":"应用软件","BK4613":"AI应用软件","BK4023":"应用软件","LIF":"Life360 Inc","360.AU":"LIFE360 INC-CDI"},"translate_title":"在强劲的季度和新的老年人产品与股价大幅回调后评估Life360的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"360.AU":1,"LIF":1.5},"content_text":"AdvertisementWhy Life360 is in focus after a strong quarter and sharp pullback Life360 (ASX:360) is attracting attention after a quarterly update that beat expectations and coincided with record user growth, even as the share price has retreated sharply from last year’s peak. See our latest analysis for Life360. The latest pullback has been sharp, with a 1 month share price return of a 23.41% decline and a 90 day share price return of a 40.68% decline. However, the 3 year total shareholder return is a little over 3x, so recent weakness contrasts with a much stronger longer term record. If this mix of strong operations and a falling share price has you thinking more broadly about opportunities, it could be worth reviewing our screener of 57 profitable AI stocks that aren't just burning cash as another way to spot potential ideas. With Life360 reporting A$459.031 in revenue and A$29.675 in net income, yet trading well below some valuation estimates, investors may ask whether the current weakness presents an opportunity or if the market is already pricing in future growth. Most Popular Narrative: 55.8% Undervalued With Life360 closing at A$22.02 against a narrative fair value of A$49.81, the current pullback sits in sharp contrast to this widely followed view.  New premium services and integrated hardware (e.g., unified Tile and forthcoming GPS pet tracker) deepen Life360's value proposition, increase member engagement, and create higher conversion to paid tiers. These ecosystem enhancements reinforce recurring revenue growth and are likely to further expand net margins over time as premium offerings scale.  Read the complete narrative. Curious how a family safety app narrative supports that kind of valuation gap? It leans heavily on brisk revenue expansion, rising margins, and a rich future earnings multiple. Want to see how those ingredients come together in detail? Result: Fair Value of A$49.81 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this relies on paid subscriptions and emerging advertising and data revenues continuing to gain traction. At the same time, free tracking tools from big tech and tighter privacy rules could quickly weaken that thesis. Find out about the key risks to this Life360 narrative. Another View: High P/E keeps expectations tight The SWS DCF model suggests Life360 is trading at a 55.8% discount to fair value, which sounds appealing. However, on a P/E of 126x, compared with 28.2x for the Oceanic Software industry, 47.1x for peers and a fair ratio of 54.1x, the shares appear expensive. If sentiment shifts suddenly, how patient would you be with that level of valuation risk? See what the numbers say about this price — find out in our valuation breakdown. ASX:360 P/E Ratio as at Feb 2026 Build Your Own Life360 Narrative If you are not convinced by these views or prefer to rely on your own work, you can build a complete Life360 story in just a few minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Life360. Looking for more investment ideas? If Life360 has sharpened your interest, do not stop here. Use the Simply Wall St screener to hunt for other shares that fit your style and goals.  Target value first and check out our list of 12 high quality undervalued stocks that match quality fundamentals with prices that some investors may find interesting. Prioritise resilience and scan 5 resilient stocks with low risk scores if you want companies that score well on stability and risk controls. Spot earlier stage potential by reviewing our 59 elite penny stocks with strong financials that pass fundamental filters instead of relying on hype.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}