Life360 Inc Chess Depository Interest

360: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	A$81.90	Lsxj	Tyhffldkhx

Life 360 Earnings: Improving Efficiency and a Potential Moonshot Investment

Roy Van Keulen

May 10, 2024

We raise our fair value estimate for no-moat Life360 by 11% to AUD 15.50 following its first-quarter results. The reason for the upgrade is the unexpected improvement in its marketing efficiency. Life360 also announced a potential partnership with Hubble Network, which we view positively but is too uncertain at this stage for us to incorporate into our valuation. At current prices, Life360 shares screen as slightly undervalued.

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