Tiny beans growth, page-5

MetricLife360 (ASX:360)Tinybeans Group (ASX:TNY)Market CapAU$5.24 billionAU$20 millionShare PriceAU$33AU$0.13Primary MarketGlobal (US-centric)US and global User Base83.7 million MAUs1m+ MAUsBusiness ModelSubscriptions, Ads, HardwareSubscriptions, Ads Growth & Strategic OutlookLife360:Achieved a 32% year-over-year revenue increase in Q1 2025, driven by a 43% rise in paying subscribers to 2.4 million.Expanding into AI-driven advertising through the acquisition of Fantix's ad unit, aiming to diversify revenue streams .Invested US$25 million in AI safety firm Aura, indicating a strategic focus on enhancing safety features .theaustralian.com.autheaustralian.com.auTinybeans Group:Operates a niche platform for family photo sharing, photobooks and journaling, primarily in the US and Australia.Revenue growth has been modest, with a 1.36% increase in H1 FY2025 compared to the previous period .Continues to face challenges in scaling its user base and achieving profitability.intelligentinvestor.com.au+2simplywall.st+2theaustralian.com.au+2tradingview.com Valuation ComparisonMetricLife360Tinybeans GroupMarket CapAU$5.24 billionAU$20.8 millionPrice-to-Sales Ratio~11.6x (based on FY2024 revenue)~1.1x (based on FY2024 revenue)ProfitabilityApproaching breakeven with positive EBITDA in Q1 2025Operating at a net lossNote: Price-to-Sales Ratio is calculated as Market Cap divided by Annual Revenue. SummaryLife360 demonstrates strong growth with a substantial user base and diversified revenue streams, positioning itself as a leading player in the family safety and connectivity space. Its investments in AI and advertising signal a strategic move to enhance monetization and user engagement.globenewswire.comTinybeans Group operates in a niche market with limited growth and continues to face challenges in scaling and achieving profitability. Its valuation reflects its current financial performance and market position.