Life360, Inc.

DB:L36 Stock Report

Market Cap: €2.9b

Life360 Valuation

Is L36 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of L36 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: L36 (€12.8) is trading below our estimate of fair value (€19.08)

Significantly Below Fair Value: L36 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for L36?

Key metric: As L36 is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for L36. This is calculated by dividing L36's market cap by their current revenue.
What is L36's PS Ratio?
PS Ratio8.9x
SalesUS$342.92m
Market CapUS$3.06b

Price to Sales Ratio vs Peers

How does L36's PS Ratio compare to its peers?

The above table shows the PS ratio for L36 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average11.3x
NB2 Northern Data
28.5x31.5%€2.2b
AOF ATOSS Software
11.4x12.7%€1.9b
TMV TeamViewer
2.7x6.5%€1.8b
MUM Mensch und Maschine Software
2.6x-0.1%€897.2m
L36 Life360
8.9x16.5%€4.7b

Price-To-Sales vs Peers: L36 is good value based on its Price-To-Sales Ratio (8.9x) compared to the peer average (11.3x).

Price to Sales Ratio vs Industry

How does L36's PS Ratio compare vs other companies in the DE Software Industry?

7 CompaniesPrice / SalesEstimated GrowthMarket Cap
CSH CENIT
0.4x5.2%US$74.07m
CLIQ Cliq Digital
0.09x13.2%US$25.77m
LSX LS telcom
0.5x5.0%US$21.11m
IVX InVision
0.6xn/aUS$9.59m
L36 8.9xIndustry Avg. 2.2xNo. of Companies7PS02.44.87.29.612+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: L36 is expensive based on its Price-To-Sales Ratio (8.9x) compared to the German Software industry average (2.2x).

Price to Sales Ratio vs Fair Ratio

What is L36's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

L36 PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio8.9x
Fair PS Ratio6.9x

Price-To-Sales vs Fair Ratio: L36 is expensive based on its Price-To-Sales Ratio (8.9x) compared to the estimated Fair Price-To-Sales Ratio (6.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst L36 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€12.80
€14.96
+16.9%
10.9%€16.78€11.19n/a8
Nov ’25€13.10
€13.03
-0.5%
13.1%€16.33€10.59n/a8
Oct ’25€11.80
€12.59
+6.7%
6.4%€13.57€10.87n/a8
Sep ’25€11.50
€12.06
+4.9%
5.7%€12.96€10.55n/a8
Aug ’25€10.20
€10.60
+3.9%
7.7%€11.53€9.35n/a8
Jul ’25€9.75
€10.25
+5.1%
5.0%€11.00€9.61n/a8
Jun ’25€9.10
€10.15
+11.5%
5.0%€10.87€9.49n/a8
May ’25€8.20
€9.44
+15.1%
6.8%€10.43€8.49n/a8
Apr ’25€7.70
€8.40
+9.1%
6.6%€9.12€7.22n/a8
Mar ’25€6.45
€7.14
+10.6%
18.9%€8.68€5.25n/a8
Feb ’25€4.50
€6.42
+42.6%
11.7%€7.37€5.28n/a8
Jan ’25€4.58
€6.34
+38.5%
12.2%€7.32€5.25n/a8
Dec ’24n/a
€6.34
0%
12.2%€7.32€5.25n/a8
Nov ’24n/a
€6.72
0%
12.5%€8.41€5.71€13.106
Oct ’24n/a
€6.66
0%
12.8%€8.47€5.75€11.806
Sep ’24n/a
€6.49
0%
13.0%€8.30€5.64€11.506
Aug ’24n/a
€5.66
0%
10.1%€6.62€4.83€10.205
Jul ’24n/a
€5.62
0%
11.7%€6.88€5.02€9.755
Jun ’24n/a
€5.64
0%
11.4%€6.72€5.12€9.104
May ’24n/a
€5.67
0%
13.2%€6.91€4.93€8.204
Apr ’24n/a
€5.67
0%
13.2%€6.91€4.93€7.704
Mar ’24n/a
€6.11
0%
19.5%€8.12€5.07€6.454
Feb ’24n/a
€6.11
0%
19.5%€8.12€5.07€4.504
Jan ’24n/a
€6.12
0%
21.2%€8.29€4.90€4.584
Dec ’23n/a
€6.28
0%
19.1%€8.34€5.44n/a4
Nov ’23n/a
€6.17
0%
21.3%€8.34€4.86n/a4

Analyst Forecast: Target price is less than 20% higher than the current share price.

Discover undervalued companies

CSE Global

S$303.7m

An investment holding company, engages in the provision of integrated industrial automation, information technology, and intelligent transport solutions in the Asia Pacific, the Americas, Europe, the Middle East, and Africa.

XCC

S$0.29

7D

0%

1Y

6.5%

TeamViewer

€1.8b

Develops and distributes remote connectivity solutions worldwide.

TMV

€11.60

7D

-3.4%

1Y

-13.4%

Kontron

€1.0b

Engages in the provision of internet of things (IoT) solutions in Austria and internationally.

SANT

€16.94

7D

-3.2%

1Y

-24.8%