Life360, Inc. (360.AX)
Technology · ASX · Australia
Fundamentals
Valuation and ratings
Life360, Inc. trades at AUD23.07, which is 56% above the AUD10.10 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 90 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 29.7 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
360.AX earnings and analyst estimates
Recommendation mix, 13 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Life360, Inc.
Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company provides Life360 mobile application under the freemium model that offers communications, driving safety, digital safety, and location sharing; Life360 Platform that provides location coordination and safety, driving safety, digital safety, and emergency assistance services; and mobile-first technology platform that protects members data and ensures integrity, security, and performance. It also offers real-time location, location history, and smart notifications; location-specific alerts, driving alerts, and crime reports; crash detection, roadside assistance, family driving summaries, and individual driver reports; data breach alerts, identity theft protection, stolen funds reimbursement, and credit monitoring; and SOS with emergency dispatch, disaster response, medical assistance, and travel support, as well as related third-party services. Additionally, the company provides tile hardware tracking devices to locate lost devices sold through online and brick and mortar retail channels as well as websites; tile mobile application, which includes a free service and two paid subscription options, such as Premium and Premium Protect to offer additional services, including warranties and item reimbursement; Gold or Platinum Life360 subscriptions; and location tracking services. It sells its products through retailers and distributors, as well as through online retailers. Life360, Inc. was formerly known as LReady, Inc. and changed its name to Life360, Inc. in October 2011. The company was incorporated in 2007 and is based in San Mateo, California.
360.AX passes 6 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Common questions
Is Life360, Inc. (360.AX) undervalued?
Against our discounted cash flow estimate of AUD10.10, 360.AX at AUD23.07 is 56% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
What is 360.AX's P/E ratio?
360.AX trades at 29.7 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
The full research page for 360.AX, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.