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Life360, Inc.ASX:360 주식 보고서

시가총액 AU$4.8b
주가
AU$19.30
AU$35.29
45.3% 저평가 내재 할인율
1Y-14.6%
7D-2.5%
포트폴리오 가치
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Life360, Inc.

ASX:360 주식 리포트

시가총액: AU$4.8b

Life360 (360) 주식 개요

는 북미, 유럽, 중동, 아프리카 및 전 세계에서 사람, 반려동물, 사물의 위치를 파악하는 기술 플랫폼을 운영합니다. 자세히 보기

360 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장2/6
과거 실적3/6
재무 건전성5/6
배당0/6

360 Community Fair Values

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See what 96 others think this stock is worth. Follow their fair value or set your own to get alerts.

Software opportunity

Life360, Inc. 경쟁사

가격 이력 및 성과

Life360 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가AU$19.84
52주 최고가AU$55.87
52주 최저가AU$16.90
베타1.11
1개월 변동6.10%
3개월 변동-23.31%
1년 변동-14.63%
3년 변동249.30%
5년 변동275.05%
IPO 이후 변동273.63%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 May 21

What Life360, Inc.'s (ASX:360) 29% Share Price Gain Is Not Telling You

Life360, Inc. ( ASX:360 ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...
분석 기사 May 06

Is It Time To Consider Buying Life360, Inc. (ASX:360)?

Life360, Inc. ( ASX:360 ), might not be a large cap stock, but it received a lot of attention from a substantial price...

주주 수익률

360AU SoftwareAU 시장
7D-2.5%3.5%1.1%
1Y-14.6%-37.0%7.2%

수익률 대 산업: 360은 지난 1년 동안 -37%의 수익을 기록한 Australian Software 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: 360은 지난 1년 동안 7.2%를 기록한 Australian 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is 360's price volatile compared to industry and market?
360 volatility
360 Average Weekly Movement11.9%
Software Industry Average Movement11.2%
Market Average Movement10.6%
10% most volatile stocks in AU Market17.4%
10% least volatile stocks in AU Market4.5%

안정적인 주가: 360는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 360의 주간 변동성(12%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2007547Lauren Antonoffintl.life360.com

는 북미, 유럽, 중동, 아프리카 및 전 세계에서 사람, 반려동물, 사물의 위치를 파악하는 기술 플랫폼을 운영합니다. 이 회사는 커뮤니케이션, 운전 안전, 디지털 안전, 위치 공유를 제공하는 부분 유료화 모델의 Life360 모바일 애플리케이션, 위치 조정 및 안전, 운전 안전, 디지털 안전, 긴급 지원 서비스를 제공하는 Life360 플랫폼, 회원 데이터를 보호하고 무결성, 보안, 성능을 보장하는 모바일 우선 기술 플랫폼을 제공합니다. 또한 실시간 위치, 위치 기록 및 스마트 알림, 위치별 알림, 운전 경보 및 범죄 신고, 충돌 감지, 긴급 출동 서비스, 가족 운전 요약 및 개별 운전자 보고서, 데이터 유출 경보, 신원 도용 방지, 도난 자금 변상 및 신용 모니터링, 긴급 출동, 재난 대응, 의료 지원 및 여행 지원과 관련된 타사 서비스를 갖춘 SOS를 제공합니다.

Life360, Inc. 기초 지표 요약

Life360의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
360 기초 통계
시가총액AU$4.80b
순이익 (TTM)AU$207.27m
매출 (TTM)AU$672.64m
23.2x
주가수익비율(P/E)
7.1x
주가매출비율(P/S)

360는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
360 손익계산서 (TTM)
매출US$489.48m
매출원가US$108.64m
총이익US$380.84m
기타 비용US$230.01m
순이익US$150.83m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

May 11, 2026

주당순이익(EPS)0.62
총이익률77.81%
순이익률30.81%
부채/자본 비율56.6%

360의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 08:49
종가2026/05/06 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Life360, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Stuart HoweBell Potter