Life360, Inc. (LIF) Stock — Forensic Analysis, Red Flags & Rating | Stockonomy · Stockonomy
Forensic Analysis · Technology / Software · as of Sep 24, 2026
Life360, Inc. (LIF)
A forensic read on Life360, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
C · Mixed — selective
Forensic grade
Safe
Financial health
11.6
Distress distance
Clean
Earnings quality
3
Forensic signals
21.9
P / E (ttm)
27.5%
ROE
$3.3B
Market cap
31.8%
Revenue growth
This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence, going concern, valuation). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.
Life360, Inc. earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 11.6, placing it in the Safe zone. 3 forensic signals were flagged in its latest SEC filings, led by return on invested capital.
What the filings flag
4.6%
FY2025
Return on invested capital.Return on invested capital is 4.6% in the latest fiscal year and rising across FY2023–FY2025 from -13%. The capital base behind it cannot be compared across FY2023–FY2025: long-term debt is tagged in one of those two fiscal years and not the other, and an untagged line enters this calculation as zero, so any change in the base would be a change in what the filer tagged.
+13.0%/yr
FY2023–FY2025
Share-count dilution.Diluted share count changed +28% over the last 2 years to FY2025 (+13.0%/yr). The count is growing: more stock was issued than repurchased over this window, so aggregate results grew faster than their per-share equivalents. That's ~13.0% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2023 has been diluted ~22%.
11% of rev
FY2025
Stock-based comp load.Stock-based compensation ran 11% of revenue and 68% of free cash flow in FY2025 — about $0.65 per diluted share. No cash left the business to pay it, which is why operating cash flow adds it back. Net of repurchases the diluted count still rose about 13.1% a year and that rate is not falling, so total profit has to grow by that much annually before any of it reaches a share. Stock compensation is one source of that issuance; acquisition consideration, equity raises, convertibles and other employee plans also net into the count, and these figures do not separate them.
Key fundamentals
Latest Revenue$489.5M
Revenue Growth YoY+31.8%
Revenue CAGR (2yr)+26.8%
Net Margin30.8%
Free Cash Flow$81.1M
Return on Equity27.5%
The forensic grade and screens above are free — no account needed. Want the AI investment read on top — the 0–100 rating, thesis, bull-vs-bear, red flags and the 12-month scenario, written from Life360, Inc.'s actual 10-K/10-Q/8-K filings?