LIFLife360, Inc.
Services-Computer Processing & Data Preparation
- Revenue
- $489M
- 32% YoY
- Operating margin
- 3.8%
- 279% YoY
- EBITDA
- $32M
- 1684% YoY
- Market cap
- $3.6B
- Employees
- 547
- $895K revenue each
- Net debt / EBITDA
- -8.1×
- −$262M net debt
- AI in 10-K
- 2.4
- mentions per 10K words
Takeover score 6 of 13
Fixable underperformance 3 of 7
- TSR below peersNo0 of 4 years3+ of last 5 years
- High CEO pay despite TSRNo$4M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashYes59% of net incomeCash flow under 80% of net income
- Dilutive SBCYes11% of revenueOver 10% of revenue
- Payouts exceed cash flowNo0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo17% of assetsOver 40% of assets
- Shareholder dissentYes79% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeNo$895K · 75th pctBottom quartile of its SIC industry
- Quiet on AINo2.4 per 10K words · 61st pctBottom quartile of AI mentions in 10-Ks
- Net cashYesNet cash · 8.1× EBITDAMore cash than debt, positive EBITDA
- Buyout-sizedYes$3.6B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$77M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $113M | $228M | $305M | $371M | $489M | 32% |
| Operating income | −$32M | −$94M | −$30M | −$8M | $19M | 336% |
| Net income | −$34M | −$92M | −$28M | −$5M | $151M | 3411% |
| Operating cash flow | −$12M | −$57M | $8M | $33M | $89M | 172% |
| Capex | $81K | $0 | $506K | $1M | $2M | 51% |
| Stock-based comp | $12M | $35M | $39M | $42M | $55M | 31% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $77M · 67
- Net
- −$77M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 1000 | 117 |
| FY2024 | $4M | $11M | 643 | 92 |
| FY2023 | $2M | $4M | 241 | 93 |
| FY2022 | $4M | $504K | 155 | 85 |