Life360, Inc. (LIF)
Vertical SaaSSaaS Metrics & Investor Data — Q1 2026
analyticsEditorial Financial Analysis
Financial Performance & Trajectory
Life360 has demonstrated accelerating revenue growth, with trailing twelve-month revenue reaching $0.49B in Q1 2026. The YoY growth rate has notably improved from 17.5% in Q3 2025 to 31.0% in Q1 2026, indicating a re-acceleration of the top line. Gross margins have remained stable and healthy, hovering around 78%, reflecting a consistent unit economic profile for a vertical SaaS platform. The most critical inflection point is in cash generation: free cash flow (FCF) margin swung from a -1.9% deficit in Q3 2025 to a robust 17.7% by Q4 2025, before settling at 6.3% in Q1 2026. This suggests the business is scaling toward sustained profitability, though the sequential decline in FCF margin warrants monitoring for working capital or investment cycles.
Operational & Go-to-Market (GTM) Efficiency
The Rule of 40 score, a core efficiency metric for SaaS, has improved dramatically from 15.6 in Q3 2025 to 49.5 in Q4 2025, before retreating to 37.3 in Q1 2026. This indicates the company is now operating at an acceptable-to-strong efficiency threshold, balancing growth and profitability. While net revenue retention (NRR) and CAC payback data are not disclosed, the rapid improvement in FCF margin alongside accelerating growth implies that prior investments in R&D and sales are beginning to yield operational leverage. The lack of disclosed NRR is a gap for institutional analysis, as it prevents a full assessment of organic expansion within the existing customer base.
Market Valuation & Sentiment
Life360 trades at an EV/Revenue multiple of 6.8x (Q1 2026), a slight premium to the 6.1x recorded in Q4 2025. This multiple is reasonable for a company growing above 30% with a Rule of 40 above 30. Insider activity is a notable caution: the trailing net insider value is -$1,429.4K with zero buys in the last ten filings, suggesting a lack of conviction from internal stakeholders at current levels. Wall Street sentiment remains bullish, with a Consensus Buy rating (7 Buys, 3 Holds) and an average price target of $67.70. The analyst optimism appears aligned with the operational turnaround, but the insider selling pattern creates a divergence that institutional investors should scrutinize.
Disclaimer: The editorial financial analysis above is generated using data sourced from SEC EDGAR filings and Wall Street consensus ratings. This analysis is provided for informational and educational purposes only and does not constitute financial, investment, or professional advice. Readers should conduct their own research or consult with a registered financial advisor before making any investment decisions.
Life360, Inc. (LIF) is a Vertical SaaS SaaS company with a market cap of N/A as of Q1 2026. The company trades at N/A EV/Revenue and has delivered +31.0% revenue growth year-over-year. With a gross margin of 78% and FCF margin of 6.3%, Life360, Inc. scores 37 on the Rule of 40 — placing it in the upper half of public SaaS companies tracked by SaaSDB.
compare_arrowsSector Benchmarking
Latest company metrics compared to the Vertical SaaS sector medians
Rule of 40 is 37.3% (sector median: 30.2%) — outperforming peers by 7.0%.
Revenue Growth is 31.0% (sector median: 15.5%) — outperforming peers by 15.5%.
Gross Margin is 78.5% (sector median: 74.1%) — outperforming peers by 4.4%.
FCF Margin is 6.3% (sector median: 11.9%) — underperforming peers by 5.6%.
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rocket_launchFounder & Operator Metrics
Not publicly disclosed by this company: Net Revenue Retention·Gross Retention·ARR·ARR Growth·CAC Payback
trending_upEfficiency & Investment Trends
Insider Trading Activity
90-Day Insider Sentiment: Bearish / Net Selling. Insiders executed 3 sell transactions (totaling $288K) with zero buys. Last activity on Jun 12, 2026.
Analyst Ratings
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