Life360

360.AX

Software - Application · Technology

Price

A$20.69

-0.43 (-2.04%)

Market Cap

A$5.03B

Exchange

Australian Securities Exchange

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Mixed

Growth

Exceptional

Cash Flow

Strong

Stability

Exceptional

Valuation

Good

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Share count rising — dilution

+24.3% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 205.6M (2021) → 255.5M (2025)

Winston Score History

The full picture

Life360 is a family safety and location-sharing app used by parents, kids, and other family members to stay connected. Its core product is a mobile app that lets families see each other's real-time location, get alerts when someone arrives or leaves a place, and monitor driving behavior. The company also owns Tile, a brand that makes small Bluetooth tracking devices people attach to keys, wallets, and other items.

Life360 makes money through a mix of free and paid subscription tiers, with premium plans offering features like roadside assistance, identity theft protection, and extended location history. It operates primarily in the United States but has users in over 150 countries, with roughly 70 million monthly active users making it one of the largest family-focused safety platforms in the world. The main growth driver is converting its large free user base into paying subscribers, while its main risk is competition from device makers like Apple, which offers built-in location sharing and tracking tools at no extra cost.

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+34.5% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

-32.9% YoY

YoY Growth Rate

Earnings declining

R&D Spend

$133M/ year

↑ Rising (+18% vs prior year)

26.2% of revenue

1.7x the sector average (15%)

Investing heavily in future products and technology

Insider Activity

68.2%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$509M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

Life360 grew revenue 34% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

79.8%

Premium pricing power — 79.8% gross margin

Profit after running costs

Operating Margin

-0.0%

Losing money on operations — -0.0%

Return on the money invested

ROCE

0.7%

Weak — 0.7% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales growth

Sales YoY

+33.3%

Fast-growing sales (+33.3% YoY)

Profit growth

EPS YoY

+607.7%

Earnings growing fast (+607.7% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Profit that turns into cash

Cash Conversion

80%

Modest — 80% of profit becomes cash

Spare cash per sale

FCF Margin

20.3%

Converts sales into free cash efficiently (20.3%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

What it owes vs what it owns

Debt / Equity

0.51

Conservative — low debt load (0.51)

Covers its interest

Interest Cover

100.00x

—

Comfortably covers interest (100.0x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit

P/E Ratio (TTM)

31.5x

Pricey — P/E 31.5

P/E above the market average. People are paying up for expected growth.

Cheaper or dearer next year

P/E vs Forward

+15.0

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (31.5 → 16.5)

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Dividends

Not applicable for this business.

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