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Side-by-side financial comparison of Life360, Inc. (LIF) and Vericel Corp (VCEL). Click either name above to swap in a different company.
Life360, Inc. is the larger business by last-quarter revenue ($146.0M vs $92.9M, roughly 1.6× Vericel Corp). Life360, Inc. runs the higher net margin — 88.8% vs 25.0%, a 63.8% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 23.3%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $12.8M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 34.6%).
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.
Vericel Corporation is a publicly traded American biopharmaceutical company which was known prior to October 2014 as Aastrom Bio. Aastrom Bio was formed in 1989 in Ann Arbor, Michigan.
LIF vs VCEL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $146.0M | $92.9M |
| Net Profit | $129.7M | $23.2M |
| Gross Margin | 75.1% | 78.7% |
| Operating Margin | 6.1% | 24.1% |
| Net Margin | 88.8% | 25.0% |
| Revenue YoY | 26.4% | 23.3% |
| Net Profit YoY | 1425.9% | 17.3% |
| EPS (diluted) | $1.53 | $0.46 |
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 | $92.9M | ||
| Q3 25 | $124.5M | $67.5M | ||
| Q2 25 | $115.4M | $63.2M | ||
| Q1 25 | $103.6M | $52.6M | ||
| Q4 24 | $115.5M | $75.4M | ||
| Q3 24 | $92.9M | $57.9M | ||
| Q2 24 | $84.9M | $52.7M | ||
| Q1 24 | $78.2M | $51.3M |
| Q4 25 | $129.7M | $23.2M | ||
| Q3 25 | $9.8M | $5.1M | ||
| Q2 25 | $7.0M | $-553.0K | ||
| Q1 25 | $4.4M | $-11.2M | ||
| Q4 24 | $8.5M | $19.8M | ||
| Q3 24 | $7.7M | $-901.0K | ||
| Q2 24 | $-11.0M | $-4.7M | ||
| Q1 24 | $-9.8M | $-3.9M |
| Q4 25 | 75.1% | 78.7% | ||
| Q3 25 | 78.0% | 73.5% | ||
| Q2 25 | 78.4% | 73.7% | ||
| Q1 25 | 80.6% | 69.0% | ||
| Q4 24 | 74.0% | 77.6% | ||
| Q3 24 | 75.4% | 71.9% | ||
| Q2 24 | 75.0% | 69.5% | ||
| Q1 24 | 76.7% | 68.9% |
| Q4 25 | 6.1% | 24.1% | ||
| Q3 25 | 4.6% | 5.1% | ||
| Q2 25 | 1.7% | -3.2% | ||
| Q1 25 | 2.1% | -24.3% | ||
| Q4 24 | 4.9% | 24.5% | ||
| Q3 24 | -5.3% | -4.3% | ||
| Q2 24 | -2.8% | -11.5% | ||
| Q1 24 | -8.2% | -10.7% |
| Q4 25 | 88.8% | 25.0% | ||
| Q3 25 | 7.9% | 7.5% | ||
| Q2 25 | 6.1% | -0.9% | ||
| Q1 25 | 4.2% | -21.4% | ||
| Q4 24 | 7.4% | 26.3% | ||
| Q3 24 | 8.3% | -1.6% | ||
| Q2 24 | -12.9% | -8.9% | ||
| Q1 24 | -12.5% | -7.5% |
| Q4 25 | $1.53 | $0.46 | ||
| Q3 25 | $0.11 | $0.10 | ||
| Q2 25 | $0.08 | $-0.01 | ||
| Q1 25 | $0.05 | $-0.23 | ||
| Q4 24 | $0.14 | $0.40 | ||
| Q3 24 | $0.09 | $-0.02 | ||
| Q2 24 | $-0.15 | $-0.10 | ||
| Q1 24 | $-0.14 | $-0.08 |
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 | $137.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $548.2M | $354.6M |
| Total Assets | $959.7M | $488.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $494.3M | $137.5M | ||
| Q3 25 | $455.7M | $135.4M | ||
| Q2 25 | $432.7M | $116.9M | ||
| Q1 25 | $168.9M | $112.9M | ||
| Q4 24 | $159.2M | $116.2M | ||
| Q3 24 | $159.0M | $101.7M | ||
| Q2 24 | $160.8M | $102.5M | ||
| Q1 24 | $73.4M | $110.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
| Q4 25 | $548.2M | $354.6M | ||
| Q3 25 | $391.4M | $321.9M | ||
| Q2 25 | $366.7M | $306.8M | ||
| Q1 25 | $376.3M | $295.5M | ||
| Q4 24 | $358.5M | $292.0M | ||
| Q3 24 | $339.7M | $257.5M | ||
| Q2 24 | $326.7M | $243.0M | ||
| Q1 24 | $239.8M | $233.9M |
| Q4 25 | $959.7M | $488.0M | ||
| Q3 25 | $787.5M | $453.3M | ||
| Q2 25 | $753.6M | $435.6M | ||
| Q1 25 | $455.4M | $424.6M | ||
| Q4 24 | $441.6M | $432.7M | ||
| Q3 24 | $427.4M | $390.4M | ||
| Q2 24 | $405.9M | $376.8M | ||
| Q1 24 | $318.8M | $356.7M |
| 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 | $15.0M |
| Free Cash FlowOCF − Capex | $36.6M | $12.8M |
| FCF MarginFCF / Revenue | 25.1% | 13.8% |
| Capex IntensityCapex / Revenue | 0.2% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.28× | 0.65× |
| TTM Free Cash FlowTrailing 4 quarters | $86.8M | $24.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.8M | $15.0M | ||
| Q3 25 | $26.4M | $22.1M | ||
| Q2 25 | $13.3M | $8.2M | ||
| Q1 25 | $12.1M | $6.6M | ||
| Q4 24 | $12.3M | $22.2M | ||
| Q3 24 | $6.3M | $10.2M | ||
| Q2 24 | $3.3M | $18.5M | ||
| Q1 24 | $10.7M | $7.2M |
| Q4 25 | $36.6M | $12.8M | ||
| Q3 25 | $25.6M | $19.5M | ||
| Q2 25 | $12.7M | $81.0K | ||
| Q1 25 | $11.9M | $-7.6M | ||
| Q4 24 | $11.2M | $8.5M | ||
| Q3 24 | $6.3M | $-9.2M | ||
| Q2 24 | $3.2M | $1.8M | ||
| Q1 24 | — | $-6.8M |
| Q4 25 | 25.1% | 13.8% | ||
| Q3 25 | 20.6% | 28.8% | ||
| Q2 25 | 11.0% | 0.1% | ||
| Q1 25 | 11.5% | -14.5% | ||
| Q4 24 | 9.7% | 11.2% | ||
| Q3 24 | 6.8% | -15.9% | ||
| Q2 24 | 3.8% | 3.4% | ||
| Q1 24 | — | -13.3% |
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | 0.6% | 3.9% | ||
| Q2 25 | 0.6% | 12.9% | ||
| Q1 25 | 0.1% | 27.0% | ||
| Q4 24 | 1.0% | 18.3% | ||
| Q3 24 | 0.0% | 33.5% | ||
| Q2 24 | 0.1% | 31.8% | ||
| Q1 24 | 0.0% | 27.3% |
| Q4 25 | 0.28× | 0.65× | ||
| Q3 25 | 2.70× | 4.35× | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 2.75× | — | ||
| Q4 24 | 1.45× | 1.12× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LIF
Segment breakdown not available.
VCEL
| MACI Implants And Kits | $84.1M | 90% |
| Other | $8.8M | 10% |
