Added to YB: 2025-08-19
Pitch date: 2025-08-17
LMND [neutral]
Lemonade, Inc.
+34.78%
current return
Author Info
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Company Info
Lemonade, Inc. provides various insurance products in the United States, Europe, and the United Kingdom.
Market Cap
$5.3B
Pitch Price
$57.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.59
P/E
-29.66
EV/Sales
7.71
Sector
Insurance
Category
growth
LMND Q2 Update
LMND (earnings update): AI-native insurer disrupting $7.5T market with 29% IFP growth to $1.08B. Loss ratio improving to 70% (car 82%). EU expansion driving customer growth to 2.69M. Car acceleration + reduced reinsurance (55→20%). LTV/CAC >3x justifies growth spend. Expecting EBITDA+ by 2026, 10.4x 2026E GP with 51% growth. Strong AI automation creating operational leverage.
Read full article (9 min)