Added to YB: 2026-06-23
Pitch date: 2026-06-20
LMND [neutral]
Lemonade, Inc.
-11.24%
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
$58.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.34
P/E
-26.42
EV/Sales
3.65
Sector
Insurance
Category
growth
Lemonade is dominating DTC insurance and here’s why
LMND (overview): Bull case on DTC insurer's structurally superior LTV:CAC model. Self-selecting conversational funnel filters for high-LTV, low-support digital natives; expansion roadmap (renters→pet/auto/home) amortizes CAC across products/years; behavioral data sharpens underwriting for disciplined, aggressive bidding. Trust embedded in operating model, not ads—why most DTC fails and LMND wins.
Read full article (3 min)