Added to YB: 2025-11-13
Pitch date: 2025-11-10
LMND [neutral]
Lemonade, Inc.
-26.92%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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Company Info
Lemonade, Inc. provides various insurance products in the United States, Europe, Louisiana, and the United Kingdom.
Market Cap
$4.1B
Pitch Price
$78.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-45.36
P/E
-28.47
EV/Sales
4.60
Sector
Insurance
Category
growth
Show full summary:
Lemonade: A Hard Stop For Short Sellers
LMND (earnings): 8th consecutive quarter of 30% IFP YoY growth, with Car segment at 40% growth (50%+ from existing customers = CAC-less). Company-wide loss ratio at record low 62% (67% TTM). Gross profit surged 261% while expenses up single digits, proving AI disruption thesis. EBITDA positive by Q4 2026.
Read full article (5 min)