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Side-by-side financial comparison of Life360, Inc. (LIF) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $146.0M, roughly 1.5× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 27.6%, a 61.2% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 9.1%). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
LIF vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $146.0M | $224.2M |
| Net Profit | $129.7M | $62.0M |
| Gross Margin | 75.1% | — |
| Operating Margin | 6.1% | — |
| Net Margin | 88.8% | 27.6% |
| Revenue YoY | 26.4% | 9.1% |
| Net Profit YoY | 1425.9% | — |
| EPS (diluted) | $1.53 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $146.0M | $220.9M | ||
| Q3 25 | $124.5M | $211.1M | ||
| Q2 25 | $115.4M | $207.6M | ||
| Q1 25 | $103.6M | $205.6M | ||
| Q4 24 | $115.5M | $199.3M | ||
| Q3 24 | $92.9M | $190.7M | ||
| Q2 24 | $84.9M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $129.7M | $83.5M | ||
| Q3 25 | $9.8M | $48.6M | ||
| Q2 25 | $7.0M | $50.0M | ||
| Q1 25 | $4.4M | $91.4M | ||
| Q4 24 | $8.5M | $51.0M | ||
| Q3 24 | $7.7M | $41.9M | ||
| Q2 24 | $-11.0M | $59.8M |
| 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 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.1% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | -5.3% | — | ||
| Q2 24 | -2.8% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 88.8% | 37.8% | ||
| Q3 25 | 7.9% | 23.0% | ||
| Q2 25 | 6.1% | 24.1% | ||
| Q1 25 | 4.2% | 44.5% | ||
| Q4 24 | 7.4% | 25.6% | ||
| Q3 24 | 8.3% | 21.9% | ||
| Q2 24 | -12.9% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $1.53 | — | ||
| Q3 25 | $0.11 | — | ||
| Q2 25 | $0.08 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.09 | — | ||
| Q2 24 | $-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 | $494.3M | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $548.2M | $3.6B |
| Total Assets | $959.7M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $494.3M | $14.9M | ||
| Q3 25 | $455.7M | $17.3M | ||
| Q2 25 | $432.7M | $15.4M | ||
| Q1 25 | $168.9M | $9.3M | ||
| Q4 24 | $159.2M | $36.3M | ||
| Q3 24 | $159.0M | $70.0M | ||
| Q2 24 | $160.8M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $548.2M | $3.6B | ||
| Q3 25 | $391.4M | $3.4B | ||
| Q2 25 | $366.7M | $3.4B | ||
| Q1 25 | $376.3M | $3.5B | ||
| Q4 24 | $358.5M | $3.5B | ||
| Q3 24 | $339.7M | $3.3B | ||
| Q2 24 | $326.7M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $959.7M | $7.2B | ||
| Q3 25 | $787.5M | $6.9B | ||
| Q2 25 | $753.6M | $6.8B | ||
| Q1 25 | $455.4M | $6.8B | ||
| Q4 24 | $441.6M | $6.8B | ||
| Q3 24 | $427.4M | $6.6B | ||
| Q2 24 | $405.9M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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% | 3.9% |
| 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 | $36.8M | $104.5M | ||
| Q3 25 | $26.4M | $143.5M | ||
| Q2 25 | $13.3M | $111.9M | ||
| Q1 25 | $12.1M | $103.5M | ||
| Q4 24 | $12.3M | $104.9M | ||
| Q3 24 | $6.3M | $128.0M | ||
| Q2 24 | $3.3M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | $43.8M | ||
| Q3 25 | $25.6M | $95.5M | ||
| Q2 25 | $12.7M | $62.3M | ||
| Q1 25 | $11.9M | $57.2M | ||
| Q4 24 | $11.2M | $37.6M | ||
| Q3 24 | $6.3M | $86.7M | ||
| Q2 24 | $3.2M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 19.8% | ||
| Q3 25 | 20.6% | 45.2% | ||
| Q2 25 | 11.0% | 30.0% | ||
| Q1 25 | 11.5% | 27.8% | ||
| Q4 24 | 9.7% | 18.8% | ||
| Q3 24 | 6.8% | 45.5% | ||
| Q2 24 | 3.8% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.2% | 27.4% | ||
| Q3 25 | 0.6% | 22.7% | ||
| Q2 25 | 0.6% | 23.9% | ||
| Q1 25 | 0.1% | 22.5% | ||
| Q4 24 | 1.0% | 33.8% | ||
| Q3 24 | 0.0% | 21.6% | ||
| Q2 24 | 0.1% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 1.25× | ||
| Q3 25 | 2.70× | 2.95× | ||
| Q2 25 | 1.90× | 2.24× | ||
| Q1 25 | 2.75× | 1.13× | ||
| Q4 24 | 1.45× | 2.06× | ||
| Q3 24 | 0.83× | 3.06× | ||
| Q2 24 | — | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
