Life360 (ASX:360) Stock Analysis: Strong Growth, Stretched Valuation

Ticker: ASX:360  |  Sector: Technology (Consumer / Family Safety Platform)  |  Rating: SELL  |  Price Target: A$30.16 (−44% Downside)  |  Date: 09/10/2025

Inside This Report

In this Life360 investment report, Cashu Research evaluates the company’s business model, operating performance, and long-term growth outlook. We explore key factors shaping the investment case — from competition and valuation metrics to future revenue opportunities.

Key insights include:

• Valuation Dislocation: Life360 trades at ~8x EV/Sales — well above comparable SaaS peers — despite only recently achieving positive EBITDA.
• Competitive Landscape: Apple’s Find My network and AirTags pose significant challenges to Life360’s differentiation and pricing power.
• Subscription Reliance: With 75–80% of revenue from paid tiers, slowing user conversion could expose underlying growth vulnerabilities.
• Advertising and Data Risks: Monetising location data presents an opportunity, but also introduces reputational and regulatory uncertainty.
• Emerging Growth Pathways: Expansion into eldercare, automotive partnerships, and international markets may drive future upside.

Investment View

Life360 has established a leading position in the global family-safety and tracking market, with over 88 million monthly active users and a growing premium subscriber base. However, at current levels, the market appears to be pricing in near-perfect execution. Our analysis suggests the risk/reward profile is skewed to the downside, given competitive intensity and valuation risk.

Read the Full Report:
Access the complete Cashu Research note for our five-year forecasts, valuation framework, and 12-month price target of A$30.16.

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