Life360 Performance degli utili passati
Criteri Il passato verificati 6/6
Life360 ha registrato una crescita degli utili a un tasso medio annuo di 56.3%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 14.6%. I ricavi sono stati in crescita a un tasso medio annuo di 31.1%. Il ritorno sul capitale proprio di Life360 è 25% e ha margini netti di 28.2%.
Informazioni chiave
56.33%
Tasso di crescita degli utili
54.98%
Tasso di crescita dell'EPS
| Software Crescita del settore | 22.05% |
| Tasso di crescita dei ricavi | 31.11% |
| Rendimento del capitale proprio | 24.97% |
| Margine netto | 28.21% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 19
360: Index Additions And Buyback Program Will Drive Future Upside
Analysts have trimmed their price target on Life360 to A$31.06 from A$35.29, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher discount rate, somewhat improved profit margin forecasts, and a reduced future P/E multiple. What's in the News The Board of Directors authorized a share buyback plan on May 17, 2026, signalling an intention to return capital to shareholders through repurchases (company announcement).Aggiornamento della narrazione • Apr 21
360: Index Additions And Uber Partnership Will Drive Future Upside
Analysts have trimmed their Life360 price target by around A$3, reflecting slightly lower assumptions for fair value and future P/E, while keeping only marginal adjustments to discount rate, revenue growth and profit margin. What's in the News Life360, Inc.
Aggiornamento della narrazione • Apr 07
360: Index Additions And Uber Partnership Will Support Further Upside
Analysts have kept their A$25.00 price target for Life360 unchanged, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E. These adjustments together support maintaining their prior view on the stock.Aggiornamento della narrazione • Mar 24
360: Index Inclusion And Expanded Partnerships Will Support Further Upside
Analysts have trimmed their Life360 price target from A$29.75 to A$25.00 as updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples filter through their models. What's in the News Life360, Inc.Aggiornamento della narrazione • Mar 10
360: Index Addition And Ride Partnership Will Support Future Upside
Analysts have reduced their Life360 price target from A$42.13 to A$38.46, reflecting updated views on growth, margins and the price-to-earnings ratio they are prepared to apply to the stock. What's in the News Life360 issued revenue guidance for fiscal 2026, with expected consolidated revenue of $640 million to $680 million, including subscription revenue of $460 million to $470 million, other revenue of $140 million to $160 million, and hardware revenue of $40 million to $50 million (Corporate Guidance).Aggiornamento della narrazione • Feb 23
360: Index Inclusion And Ride Partnership Will Support Future Upside
Analysts have lowered their price targets for Life360 to A$42.13 from A$49.81, citing updated assumptions that include higher revenue, slightly stronger profit margins and a lower future P/E multiple. What's in the News Life360 and Uber Technologies, Inc.Articolo di analisi • Feb 13
Some Confidence Is Lacking In Life360, Inc. (ASX:360) As Shares Slide 27%
Unfortunately for some shareholders, the Life360, Inc. ( ASX:360 ) share price has dived 27% in the last thirty days...
Aggiornamento della narrazione • Feb 08
360: Index Inclusion And Upgraded 2025 Guidance Will Support Bullish Repricing
Analysts have trimmed their price target on Life360 from $58.50 to $53.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together point to a slightly lower fair value estimate. What's in the News Life360 raised its 2025 earnings guidance, now expecting revenue of $486 million to $489 million.Aggiornamento della narrazione • Jan 23
360: Index Inclusion And Upgraded Outlook Will Support Bullish Repricing
Narrative update on Life360 Analysts have lifted their price target on Life360 from A$51.00 to A$58.50, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly adjusted discount rate, along with a near-unchanged future P/E multiple. What's in the News Life360 raised its earnings guidance for 2025, with expected revenue of US$486 million to US$489 million, which the company describes as approximately 31% to 32% year-over-year growth and above its prior guidance range (Company guidance).Aggiornamento della narrazione • Jan 09
360: Incremental Index And Pet Revenue Will Still Not Justify Price
Analysts have made a small trim to their fair value estimate for Life360 to approximately A$29.75 per share, citing updated assumptions that now reflect slightly lower revenue growth, profit margins, and a higher future P/E multiple. What's in the News Life360, Inc.Aggiornamento della narrazione • Dec 25
360: Rising Earnings Guidance Will Likely Fail To Justify Elevated Price
Analysts have raised their fair value estimate for Life360 from approximately 27.32 dollars to 29.76 dollars, reflecting expectations for slightly faster revenue growth, improved profit margins, and a modestly lower future price to earnings multiple despite a small increase in the discount rate. What's in the News Life360, Inc.Articolo di analisi • Dec 19
Calculating The Fair Value Of Life360, Inc. (ASX:360)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Life360 fair value estimate is AU$29.82 With AU$32.18 share...Aggiornamento della narrazione • Dec 11
360: Index Inclusion Will Drive Future Upside In Family Safety Platform
Analysts have nudged their price target on Life360 slightly higher to approximately $49.81 per share, reflecting modestly increased confidence in the company’s long term growth and profitability profile, despite only incremental adjustments to discount rate and valuation assumptions. What's in the News Raised 2025 consolidated revenue guidance to a range of $474 million to $485 million, up from $462 million to $482 million, with higher targets across subscription, hardware, and other revenue streams (Corporate guidance) Launched Life360 Pet GPS, a dedicated pet tracker integrated into the Life360 app, expanding the platform into a whole family safety super app covering people, pets, and valuables (Product announcement) Introduced new pet safety features including geofencing and escape alerts, shareable pet profiles, and a community powered Pet Finder Network leveraging Life360's global user base (Product announcement) Added as a constituent to the S&P TMI Index, increasing visibility among institutional investors and index funds (Index inclusion) Included in the S&P Global BMI Index, further broadening Life360's presence in global benchmark indices (Index inclusion) Valuation Changes Fair Value: unchanged at A$49.81 per share, reflecting a stable view of intrinsic value despite minor model tweaks.Articolo di analisi • Dec 03
Is Life360, Inc. (ASX:360) Potentially Undervalued?
Life360, Inc. ( ASX:360 ), is not the largest company out there, but it saw significant share price movement during...Articolo di analisi • Dec 03
Life360, Inc. (ASX:360) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Life360, Inc. ( ASX:360 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...Aggiornamento della narrazione • Nov 27
360: Index Adds And New Revenue Streams Will Drive Outperformance Ahead
Analysts have raised their price target for Life360 from $48.96 to $49.81 per share. This change is due to stronger-than-expected revenue growth projections, which more than offset a marginal decrease in forecast profit margin and discount rate.Aggiornamento della narrazione • Nov 13
360: Improved Profit Margins And Index Inclusion Will Drive Stronger Year Ahead
Analysts have raised their price target for Life360 from $46.37 to $48.96. This change reflects optimism about improved profit margins and a slightly higher fair value assessment, despite marginally lower revenue growth projections.Aggiornamento della narrazione • Oct 30
360: Leadership Transition And New Features Will Sustain Long-Term Peace Of Mind
Narrative Update on Life360 Analysts have raised their price target for Life360 to $46.37, up from $45.07. They cite improved profit margin forecasts and a more favorable discount rate, despite slightly lower projected revenue growth.Articolo di analisi • Oct 30
Does Life360 (ASX:360) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Oct 03
What Life360, Inc.'s (ASX:360) 26% Share Price Gain Is Not Telling You
Despite an already strong run, Life360, Inc. ( ASX:360 ) shares have been powering on, with a gain of 26% in the last...Aggiornamento della narrazione • Sep 26
Digital Safety And Family Connectivity Will Expand International Markets
The significant increase in Life360’s Future P/E ratio, despite an almost unchanged discount rate, suggests heightened growth expectations or reduced near-term earnings, resulting in only a marginal increase in the consensus analyst price target from A$44.24 to A$45.07. What's in the News Lauren Antonoff promoted to CEO, with co-founder Chris Hulls transitioning to Executive Chairman; Antonoff credited with senior leadership upgrades, new product launches, and record 36% revenue growth.Aggiornamento della narrazione • Sep 04
Digital Safety And Family Connectivity Will Expand International Markets
Despite the consensus analyst price target for Life360 remaining unchanged at A$44.24, the sharp increase in its future P/E ratio from 97.26x to 150.38x suggests heightened valuation concerns relative to expected earnings. What's in the News Life360 launched No Show Alerts, a customizable feature that notifies parents only if a loved one fails to arrive at a designated location, aiming to simplify family logistics and reduce parental stress; the feature is free in the US and rolling out globally.Articolo di analisi • Aug 12
Life360, Inc.'s (ASX:360) 26% Price Boost Is Out Of Tune With Revenues
ASX:360 1 Year Share Price vs Fair Value Explore Life360's Fair Values from the Community and select yours Life360...Articolo di analisi • May 29
What Life360, Inc.'s (ASX:360) 58% Share Price Gain Is Not Telling You
Life360, Inc. ( ASX:360 ) shareholders have had their patience rewarded with a 58% share price jump in the last month...Articolo di analisi • May 19
Why Life360's (ASX:360) Earnings Are Weaker Than They Seem
Life360, Inc.'s ( ASX:360 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
Nuova narrazione • Apr 23
Family Super App Will Expand Global Reach With Tile Integration
Expansion into international markets and strategic partnerships are expected to drive significant revenue growth and enhance brand visibility.Articolo di analisi • Apr 09
Life360, Inc.'s (ASX:360) Share Price Is Still Matching Investor Opinion Despite 25% Slump
The Life360, Inc. ( ASX:360 ) share price has fared very poorly over the last month, falling by a substantial 25...Articolo di analisi • Feb 11
There's Reason For Concern Over Life360, Inc.'s (ASX:360) Price
Life360, Inc.'s ( ASX:360 ) price-to-sales (or "P/S") ratio of 9.9x may look like a poor investment opportunity when...Articolo di analisi • Jan 11
Is There An Opportunity With Life360, Inc.'s (ASX:360) 32% Undervaluation?
Key Insights The projected fair value for Life360 is AU$34.46 based on 2 Stage Free Cash Flow to Equity Life360 is...Articolo di analisi • Dec 15
Is It Time To Consider Buying Life360, Inc. (ASX:360)?
While Life360, Inc. ( ASX:360 ) might not have the largest market cap around , it led the ASX gainers with a relatively...Articolo di analisi • Oct 11
Subdued Growth No Barrier To Life360, Inc. (ASX:360) With Shares Advancing 25%
The Life360, Inc. ( ASX:360 ) share price has done very well over the last month, posting an excellent gain of 25%. The...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Life360 guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 529 | 149 | 262 | 137 |
| 31 Dec 25 | 489 | 151 | 234 | 128 |
| 30 Sep 25 | 459 | 30 | 216 | 125 |
| 30 Jun 25 | 427 | 28 | 203 | 121 |
| 31 Mar 25 | 397 | 10 | 186 | 116 |
| 31 Dec 24 | 371 | -5 | 174 | 113 |
| 30 Sep 24 | 343 | -16 | 160 | 107 |
| 30 Jun 24 | 329 | -30 | 154 | 103 |
| 31 Mar 24 | 315 | -24 | 151 | 99 |
| 31 Dec 23 | 305 | -28 | 150 | 99 |
| 30 Sep 23 | 289 | -37 | 146 | 100 |
| 30 Jun 23 | 267 | -52 | 145 | 100 |
| 31 Mar 23 | 245 | -80 | 145 | 104 |
| 31 Dec 22 | 228 | -92 | 144 | 102 |
| 30 Sep 22 | 192 | -94 | 133 | 93 |
| 30 Jun 22 | 164 | -81 | 112 | 81 |
| 31 Mar 22 | 141 | -55 | 91 | 66 |
| 31 Dec 21 | 113 | -34 | 67 | 51 |
| 30 Sep 21 | 99 | -23 | 56 | 46 |
| 30 Jun 21 | 91 | -20 | 49 | 44 |
| 31 Mar 21 | 85 | -17 | 44 | 41 |
| 31 Dec 20 | 81 | -16 | 42 | 40 |
| 30 Sep 20 | 76 | -18 | 42 | 36 |
| 30 Jun 20 | 72 | -19 | 42 | 32 |
| 31 Mar 20 | 66 | -24 | 43 | 32 |
| 31 Dec 19 | 59 | -29 | 43 | 33 |
| 30 Sep 19 | 52 | -29 | 40 | 33 |
| 30 Jun 19 | 45 | -29 | 38 | 34 |
| 31 Mar 19 | 39 | -24 | 32 | 28 |
| 31 Dec 18 | 32 | -19 | 26 | 23 |
| 31 Dec 17 | 11 | -11 | 10 | 13 |
| 31 Dec 16 | 5 | -12 | 7 | 11 |
Guadagni di qualità: 360 ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di 360 (28.2%) 360 sono più alti rispetto allo scorso anno (2.4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: 360 è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 56.3% all'anno.
Accelerare la crescita: La crescita degli utili di 360 nell'ultimo anno ( 1454.5% ) supera la media quinquennale ( 56.3% all'anno).
Guadagni vs Settore: La crescita degli utili 360 nell'ultimo anno ( 1454.5% ) ha superato la percentuale del settore Software 10.5%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 25% ) di 360 è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 16:58 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Life360, Inc. è coperta da 28 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |