Life360 stock: fair value
LIFThe fair value of Life360 under our model is $69.10, the price is 37% below.
The fair value is an estimate from our model, not a price target.
Daily figure as of 13 Nov 2026
Valuation signal
Possible value trapIn our model the price counts as cheap below $46.07 and expensive above $138.21 (uncertainty very high, based on the price swings of the past year).
The two parts of the fair value come to $68.80 (cash-flow model) and $69.41 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 10%. At 11% the fair value would be $63.79, at 9% it would be $76.51.
Possible value trap: looks cheap, but weak balance sheet.
Where the number comes from
Half from the cash-flow model, half from earnings times the industry P/E (31.3).
Ten-year cash-flow model from smoothed free cash flow and its past growth until it reaches 3.8%. Discounted at 10.0% (government bond yield 3.8% plus beta 1.38 times a risk premium of 4.5%); no analyst estimates were available.
Calculate with your own assumptionsThe calculation step by step
With these figures the cash flow model arrives at $68.80 per share: free cash flow for the next ten years, each year discounted to today at 10.0%, plus the terminal value for the years after. The table explains the calculation; it is not a recommendation.
Calculation as a table
| Year | Free cash flow | Source | Discount factor | Present value (discounted at 10.0%) |
|---|---|---|---|---|
| 2026 | $130.8M | extrapolated at 52.8% | 0.9093 | $118.93M |
| 2027 | $180.68M | extrapolated at 38.1% | 0.8268 | $149.39M |
| 2028 | $230.99M | extrapolated at 27.8% | 0.7518 | $173.65M |
| 2029 | $278.66M | extrapolated at 20.6% | 0.6836 | $190.49M |
| 2030 | $322.13M | extrapolated at 15.6% | 0.6216 | $200.22M |
| 2031 | $361M | extrapolated at 12.1% | 0.5652 | $204.03M |
| 2032 | $395.63M | extrapolated at 9.6% | 0.5139 | $203.32M |
| 2033 | $426.76M | extrapolated at 7.9% | 0.4673 | $199.42M |
| 2034 | $455.16M | extrapolated at 6.7% | 0.4249 | $193.39M |
| 2035 | $481.59M | extrapolated at 5.8% | 0.3863 | $186.06M |
| Step | Value |
|---|---|
| Sum of present values (ten years) | $1.82B |
| Terminal value: cash flow 2035 × (1 + 3.8%) / (10.0% − 3.8%) | $8.13B |
| Present value of terminal value (× 0.3863) | $3.14B |
| Equity value (sum plus present value of terminal value) | $4.96B |
| Shares (diluted) | 85.82M |
| Value per share (equity value divided by shares) | $57.82 |
| Per share as traded (converted × 1.19) | $68.80 |
| Earnings per share, last twelve months | $2.22 |
| × 31.3 (industry P/E) | $69.41 |
| Fair value (average of both parts) | $69.10 |
The model uses free cash flow after interest, which belongs to shareholders, discounted at the cost of equity. Net debt is therefore not deducted again.
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 20 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.