Added to YB: 2025-09-26
Pitch date: 2025-09-24
LMND [bullish]
Lemonade, Inc.
+50.45%
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
$51.74
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:
Through the Lens of the CEO: Lemonade — Why Everyone Is Missing Our Moat
LMND: AI-first insurer hits $1B in-force premium in 8.5 years, 7th straight quarter of accelerating 29% growth. Q2 revenue +35%, gross loss ratio improved 12pts to 67% while competitors struggle. EBITDA loss guidance $135-140M 2025 w/ sequential improvement. Auto insurance $150M+ IFP, Europe 2x more efficient than early US ops.
Read full article (6 min)