Análisis Argos
LIF
LIFCara
Life360, Inc. · Technology
US$ 57.71
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
45/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO6/6PASADO2/6SALUD5/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD5/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos45de 100Cara
Ingresos32%
US$ 0.5 B
Margen operativo281%
3.8%
Flujo de caja libre200%
US$ 0.1 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.7B
P/E31x
EV/EBITDA138.2x
FCF yield1.9%
ROIC5.2%
Margen operativo3.8%
Crecim. ingresos+31.8%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 18 jun
Life360 and Uber Partner to Help Parents Coordinate Rides From Anywhere
New integration lets families request, track, and coordinate Uber Family rides directly within Life360 New integration lets families request, track, and coordinate Uber Family rides directly within Life360
seekingalpha.com · 3 jun
Life360, Inc. (LIF) Presents at Bank of America 2026 Global Technology Conference Transcript
Life360, Inc. (LIF) Presents at Bank of America 2026 Global Technology Conference Transcript
seekingalpha.com · 2 jun
Life360: AI Fears Haven't Reached The Fundamentals Yet (Rating Upgrade)
Life360 (LIF) delivered robust Q1 2026 results, with revenue up 38% YoY to $143M and GAAP EPS of $0.05, both exceeding expectations. AI-driven risks to software companies are real, but LIF's user trust, scale, and diversified platform insulate it from pure code-based competition. Paying Circles grew 27% to 3M, with ARPU up 7%, and advertising revenue surged 329% YoY, indicating strong monetization and engagement trends.
seekingalpha.com · 1 jun
Life360: Accelerating Revenue Amid Advertising Push
Life360 offers a contrarian opportunity, uncorrelated to the semiconductor-driven market rally. LIF is down ~30% YTD despite strong top-line acceleration and healthy Q1 results. I reiterate my buy rating, citing Life360's upgraded growth trajectory and overlooked potential.
globenewswire.com · 17 may
Life360 Board of Directors Authorizes Up to $225 Million Multi-Year Share Repurchase Program to Offset Stock-Based Compensation Dilution
SAN FRANCISCO, May 17, 2026 (GLOBE NEWSWIRE) -- Life360, Inc. (NASDAQ: LIF; ASX: 360), the provider of the market-leading family safety and connection mobile application, today announced that its Board of Directors has authorized management's deployment of a multi-year share repurchase program of up to $225 million (the "Program").
globenewswire.com · 17 may
Life360 Board of Directors Authorizes Up to $225 Million Multi-Year Share Repurchase Program to Offset Stock-Based Compensation Dilution
SAN FRANCISCO, May 17, 2026 (GLOBE NEWSWIRE) -- Life360, Inc. (NASDAQ: LIF; ASX: 360), the provider of the market-leading family safety and connection mobile application, today announced that its Board of Directors has authorized management's deployment of a multi-year share repurchase program of up to $225 million (the “Program”). The objective of the Program is designed to return value to our shareholders by minimizing dilution from stock-based instruments.
fool.com · 12 may
Why Life360 Stock Is Plunging Lower Today
While the market seemed to want more from Life360's Q1 earnings, everything looked pretty good operationally for the company.
seekingalpha.com · 12 may
Life360, Inc. (LIF) Q1 2026 Earnings Call Transcript
Life360, Inc. (LIF) Q1 2026 Earnings Call Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.