Added to YB: 2025-09-22
Pitch date: 2025-09-18
LMND [neutral]
Lemonade, Inc.
-20.37%
current return
Author Info
No bio for this author
Company Info
Lemonade, Inc. provides various insurance products in the United States, Europe, Louisiana, and the United Kingdom.
Market Cap
$3.7B
Pitch Price
$57.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.34
P/E
-26.42
EV/Sales
3.65
Sector
Insurance
Category
growth
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)