Added to YB: 2025-09-22
Pitch date: 2025-09-18
LMND [neutral]
Lemonade, Inc.
+35.18%
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
$57.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.59
P/E
-29.66
EV/Sales
7.71
Sector
Insurance
Category
growth
Show full summary:
Lemonade: Fundamentals Continue to Improve.
LMND (update): AI-driven insurer showing strong progress with IFP +29% YoY, OpEx flat, gross loss ratio down to 67%. European growth 200% driven by AI platform advantages. Management reduced quota share reinsurance 55%→20% signaling underwriting confidence. FCF/share negative but converging positive as loss ratios improve. At 6x P/S, reasonably priced for potential explosive growth.
Read full article (4 min)