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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and Life360, Inc. (LIF). Click either name above to swap in a different company.
ESSENTIAL PROPERTIES REALTY TRUST, INC. is the larger business by last-quarter revenue ($158.8M vs $146.0M, roughly 1.1× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 37.8%, a 51.1% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 22.8%). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 20.6%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
EPRT vs LIF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $146.0M |
| Net Profit | $60.0M | $129.7M |
| Gross Margin | — | 75.1% |
| Operating Margin | 56.5% | 6.1% |
| Net Margin | 37.8% | 88.8% |
| Revenue YoY | 22.8% | 26.4% |
| Net Profit YoY | 6.5% | 1425.9% |
| EPS (diluted) | $0.28 | $1.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $146.0M | ||
| Q3 25 | $144.9M | $124.5M | ||
| Q2 25 | $137.1M | $115.4M | ||
| Q1 25 | $129.4M | $103.6M | ||
| Q4 24 | $119.7M | $115.5M | ||
| Q3 24 | $117.1M | $92.9M | ||
| Q2 24 | $109.3M | $84.9M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $129.7M | ||
| Q3 25 | $65.6M | $9.8M | ||
| Q2 25 | $63.2M | $7.0M | ||
| Q1 25 | $56.1M | $4.4M | ||
| Q4 24 | $55.4M | $8.5M | ||
| Q3 24 | $49.1M | $7.7M | ||
| Q2 24 | $51.5M | $-11.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 78.0% | ||
| Q2 25 | — | 78.4% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 74.0% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.0% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 6.1% | ||
| Q3 25 | 64.7% | 4.6% | ||
| Q2 25 | 64.1% | 1.7% | ||
| Q1 25 | 61.6% | 2.1% | ||
| Q4 24 | 66.1% | 4.9% | ||
| Q3 24 | 59.7% | -5.3% | ||
| Q2 24 | 61.1% | -2.8% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 88.8% | ||
| Q3 25 | 45.3% | 7.9% | ||
| Q2 25 | 46.1% | 6.1% | ||
| Q1 25 | 43.4% | 4.2% | ||
| Q4 24 | 46.3% | 7.4% | ||
| Q3 24 | 42.0% | 8.3% | ||
| Q2 24 | 47.1% | -12.9% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $1.53 | ||
| Q3 25 | $0.33 | $0.11 | ||
| Q2 25 | $0.32 | $0.08 | ||
| Q1 25 | $0.29 | $0.05 | ||
| Q4 24 | $0.31 | $0.14 | ||
| Q3 24 | $0.27 | $0.09 | ||
| Q2 24 | $0.29 | $-0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.2M | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $548.2M |
| Total Assets | $7.2B | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $494.3M | ||
| Q3 25 | $23.8M | $455.7M | ||
| Q2 25 | $20.8M | $432.7M | ||
| Q1 25 | $47.0M | $168.9M | ||
| Q4 24 | $40.7M | $159.2M | ||
| Q3 24 | $32.7M | $159.0M | ||
| Q2 24 | $23.6M | $160.8M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $548.2M | ||
| Q3 25 | $3.8B | $391.4M | ||
| Q2 25 | $3.8B | $366.7M | ||
| Q1 25 | $3.8B | $376.3M | ||
| Q4 24 | $3.6B | $358.5M | ||
| Q3 24 | $3.2B | $339.7M | ||
| Q2 24 | $3.2B | $326.7M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $959.7M | ||
| Q3 25 | $6.6B | $787.5M | ||
| Q2 25 | $6.3B | $753.6M | ||
| Q1 25 | $6.1B | $455.4M | ||
| Q4 24 | $5.8B | $441.6M | ||
| Q3 24 | $5.5B | $427.4M | ||
| Q2 24 | $5.3B | $405.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.59× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $36.8M |
| Free Cash FlowOCF − Capex | — | $36.6M |
| FCF MarginFCF / Revenue | — | 25.1% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $36.8M | ||
| Q3 25 | $99.0M | $26.4M | ||
| Q2 25 | $99.8M | $13.3M | ||
| Q1 25 | $77.2M | $12.1M | ||
| Q4 24 | $308.5M | $12.3M | ||
| Q3 24 | $73.5M | $6.3M | ||
| Q2 24 | $81.1M | $3.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $36.6M | ||
| Q3 25 | — | $25.6M | ||
| Q2 25 | — | $12.7M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $3.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.1% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 11.5% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | 0.28× | ||
| Q3 25 | 1.51× | 2.70× | ||
| Q2 25 | 1.58× | 1.90× | ||
| Q1 25 | 1.38× | 2.75× | ||
| Q4 24 | 5.57× | 1.45× | ||
| Q3 24 | 1.50× | 0.83× | ||
| Q2 24 | 1.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
LIF
Segment breakdown not available.
