← Russell 3000 cross-section

LMND Lemonade, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Financials

Scale

Market cap
$4.3bn
Revenue TTM
$975m
Net income TTM
$-138m
Free cash flow
$8m
Composite score
Sector rank
#1184

Valuation

P / E
EV / EBITDA
EV / sales
4.0
FCF yield
0.19%
Earnings yield vs 10-yr
-7.98pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-14.2%
EBITDA margin
ROE
-27.7%
ROIC
Revenue growth
62.3%

Insider activity, last 90 days

Net open-market
$-7.10m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Under the PPR Contract, claims in excess of $ 750,000 were 100 % ceded up to a maximum recovery of $ 2,250,000 , and further subject to certain limitations. On January 8, 2024, the Company entered into an Amended and Restated Customer Investment Agreement with GC to provide up to an additional $ 140 million of financing to the Company from the Original Commitment End Date through December 31, 2025 for sales and marketing growth efforts. On February 3, 2025, the Agreement was further amended under which GC will provide up to an additional $ 200 million of financing for sales and marketing growth efforts from January 1, 2026 to December 31, 2026. …Lemonade, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-04

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