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Side-by-side financial comparison of Life360, Inc. (LIF) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Toast, Inc. is the larger business by last-quarter revenue ($1.6B vs $146.0M, roughly 11.2× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 6.2%, a 82.6% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 22.0%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $36.6M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 23.3%).
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.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
LIF vs TOST — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $146.0M | $1.6B |
| Net Profit | $129.7M | $101.0M |
| Gross Margin | 75.1% | 25.9% |
| Operating Margin | 6.1% | 5.2% |
| Net Margin | 88.8% | 6.2% |
| Revenue YoY | 26.4% | 22.0% |
| Net Profit YoY | 1425.9% | 215.6% |
| EPS (diluted) | $1.53 | $0.18 |
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.
| Q4 25 | $146.0M | $1.6B | ||
| Q3 25 | $124.5M | $1.6B | ||
| Q2 25 | $115.4M | $1.6B | ||
| Q1 25 | $103.6M | $1.3B | ||
| Q4 24 | $115.5M | $1.3B | ||
| Q3 24 | $92.9M | $1.3B | ||
| Q2 24 | $84.9M | $1.2B | ||
| Q1 24 | $78.2M | $1.1B |
| Q4 25 | $129.7M | $101.0M | ||
| Q3 25 | $9.8M | $105.0M | ||
| Q2 25 | $7.0M | $80.0M | ||
| Q1 25 | $4.4M | $56.0M | ||
| Q4 24 | $8.5M | $32.0M | ||
| Q3 24 | $7.7M | $56.0M | ||
| Q2 24 | $-11.0M | $14.0M | ||
| Q1 24 | $-9.8M | $-83.0M |
| Q4 25 | 75.1% | 25.9% | ||
| Q3 25 | 78.0% | 26.5% | ||
| Q2 25 | 78.4% | 25.3% | ||
| Q1 25 | 80.6% | 25.9% | ||
| Q4 24 | 74.0% | 24.9% | ||
| Q3 24 | 75.4% | 24.7% | ||
| Q2 24 | 75.0% | 23.0% | ||
| Q1 24 | 76.7% | 23.2% |
| Q4 25 | 6.1% | 5.2% | ||
| Q3 25 | 4.6% | 5.1% | ||
| Q2 25 | 1.7% | 5.2% | ||
| Q1 25 | 2.1% | 3.2% | ||
| Q4 24 | 4.9% | 2.5% | ||
| Q3 24 | -5.3% | 2.6% | ||
| Q2 24 | -2.8% | 0.4% | ||
| Q1 24 | -8.2% | -5.2% |
| Q4 25 | 88.8% | 6.2% | ||
| Q3 25 | 7.9% | 6.4% | ||
| Q2 25 | 6.1% | 5.2% | ||
| Q1 25 | 4.2% | 4.2% | ||
| Q4 24 | 7.4% | 2.4% | ||
| Q3 24 | 8.3% | 4.3% | ||
| Q2 24 | -12.9% | 1.1% | ||
| Q1 24 | -12.5% | -7.7% |
| Q4 25 | $1.53 | $0.18 | ||
| Q3 25 | $0.11 | $0.16 | ||
| Q2 25 | $0.08 | $0.13 | ||
| Q1 25 | $0.05 | $0.09 | ||
| Q4 24 | $0.14 | $0.09 | ||
| Q3 24 | $0.09 | $0.07 | ||
| Q2 24 | $-0.15 | $0.02 | ||
| Q1 24 | $-0.14 | $-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 | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $548.2M | $2.1B |
| Total Assets | $959.7M | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $494.3M | $1.4B | ||
| Q3 25 | $455.7M | $1.4B | ||
| Q2 25 | $432.7M | $1.2B | ||
| Q1 25 | $168.9M | $1.0B | ||
| Q4 24 | $159.2M | $903.0M | ||
| Q3 24 | $159.0M | $761.0M | ||
| Q2 24 | $160.8M | $691.0M | ||
| Q1 24 | $73.4M | $578.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
| Q4 25 | $548.2M | $2.1B | ||
| Q3 25 | $391.4M | $2.0B | ||
| Q2 25 | $366.7M | $1.8B | ||
| Q1 25 | $376.3M | $1.7B | ||
| Q4 24 | $358.5M | $1.5B | ||
| Q3 24 | $339.7M | $1.4B | ||
| Q2 24 | $326.7M | $1.3B | ||
| Q1 24 | $239.8M | $1.2B |
| Q4 25 | $959.7M | $3.1B | ||
| Q3 25 | $787.5M | $3.0B | ||
| Q2 25 | $753.6M | $2.8B | ||
| Q1 25 | $455.4M | $2.6B | ||
| Q4 24 | $441.6M | $2.4B | ||
| Q3 24 | $427.4M | $2.2B | ||
| Q2 24 | $405.9M | $2.2B | ||
| Q1 24 | $318.8M | $2.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.02× | — |
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 | $194.0M |
| Free Cash FlowOCF − Capex | $36.6M | $178.0M |
| FCF MarginFCF / Revenue | 25.1% | 10.9% |
| Capex IntensityCapex / Revenue | 0.2% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.28× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $86.8M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.8M | $194.0M | ||
| Q3 25 | $26.4M | $165.0M | ||
| Q2 25 | $13.3M | $223.0M | ||
| Q1 25 | $12.1M | $79.0M | ||
| Q4 24 | $12.3M | $147.0M | ||
| Q3 24 | $6.3M | $109.0M | ||
| Q2 24 | $3.3M | $124.0M | ||
| Q1 24 | $10.7M | $-20.0M |
| Q4 25 | $36.6M | $178.0M | ||
| Q3 25 | $25.6M | $153.0M | ||
| Q2 25 | $12.7M | $208.0M | ||
| Q1 25 | $11.9M | $69.0M | ||
| Q4 24 | $11.2M | $134.0M | ||
| Q3 24 | $6.3M | $97.0M | ||
| Q2 24 | $3.2M | $108.0M | ||
| Q1 24 | — | $-33.0M |
| Q4 25 | 25.1% | 10.9% | ||
| Q3 25 | 20.6% | 9.4% | ||
| Q2 25 | 11.0% | 13.4% | ||
| Q1 25 | 11.5% | 5.2% | ||
| Q4 24 | 9.7% | 10.0% | ||
| Q3 24 | 6.8% | 7.4% | ||
| Q2 24 | 3.8% | 8.7% | ||
| Q1 24 | — | -3.1% |
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 0.6% | 1.0% | ||
| Q1 25 | 0.1% | 0.7% | ||
| Q4 24 | 1.0% | 1.0% | ||
| Q3 24 | 0.0% | 0.9% | ||
| Q2 24 | 0.1% | 1.3% | ||
| Q1 24 | 0.0% | 1.2% |
| Q4 25 | 0.28× | 1.92× | ||
| Q3 25 | 2.70× | 1.57× | ||
| Q2 25 | 1.90× | 2.79× | ||
| Q1 25 | 2.75× | 1.41× | ||
| Q4 24 | 1.45× | 4.59× | ||
| Q3 24 | 0.83× | 1.95× | ||
| Q2 24 | — | 8.86× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LIF
Segment breakdown not available.
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
