Forensic Analysis · Technology / Software · as of Aug 10, 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.
B · Sound & dependable
Forensic grade
Safe
Financial health
15.7
Distress distance
Clean
Earnings quality
4
Forensic signals
32.4
P / E (ttm)
27.5%
ROE
$5.2B
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). 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 B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 15.7, placing it in the Safe zone. 4 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 from -42% — well below its ~10% cost of capital, so reinvested dollars may be destroying value, not building it.
+10.7%/yr
FY2022–FY2025
Share-count dilution.Diluted share count changed +36% over the last 3 years to FY2025 (+10.7%/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 ~10.7% 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 FY2022 has been diluted ~26%.
11% of rev
FY2025
Stock-based comp load.Stock-based compensation ran 11% of revenue and 64% of free cash flow in FY2025 — about $0.65 per diluted share. The cost of it is not in the cash flow — no cash left the business — it is in the count: holders gave up about 10.8% of the company a year, and that rate is not falling. That is the figure to weigh, not the share of free cash flow.
30d
FY2024→FY2025
Inventory days.Days inventory outstanding moved from 24 to 30 FY2024→FY2025 (against cost of goods sold; inventory +22% vs +18% in cost of sales). Inventory is building a little faster than sales — watch for markdowns.
Key fundamentals
Latest Revenue$489.5M
Revenue Growth YoY+31.8%
Revenue CAGR (3yr)+28.9%
Net Margin30.8%
Free Cash Flow$86.8M
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?