Lemonade, Inc.

NYSE:LMND Stock Report

Market Cap: US$2.8b

Lemonade Management

Management criteria checks 4/4

Lemonade's CEO is Daniel Schreiber, appointed in Jun 2015, has a tenure of 9.5 years. total yearly compensation is $1.72M, comprised of 22.8% salary and 77.2% bonuses, including company stock and options. directly owns 0.07% of the company’s shares, worth $1.97M. The average tenure of the management team and the board of directors is 5.5 years and 5.3 years respectively.

Key information

Daniel Schreiber

Chief executive officer

US$1.7m

Total compensation

CEO salary percentage22.8%
CEO tenure9.5yrs
CEO ownership0.07%
Management average tenure5.5yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

After Leaping 65% Lemonade, Inc. (NYSE:LMND) Shares Are Not Flying Under The Radar

Dec 09
After Leaping 65% Lemonade, Inc. (NYSE:LMND) Shares Are Not Flying Under The Radar

Lemonade: The Rising Stock For Aggressive Growth Investors

Nov 24

Lemonade: Driving Lower Costs Through AI While Pursuing Thoughtful Expansion

Nov 07

Lemonade, Inc. (NYSE:LMND) Released Earnings Last Week And Analysts Lifted Their Price Target To US$20.00

Nov 03
Lemonade, Inc. (NYSE:LMND) Released Earnings Last Week And Analysts Lifted Their Price Target To US$20.00

Lemonade: Applying AI To Manage Risks, Raise Sales And Reduce Costs

Sep 26

Lemonade: A Clear Sell On Stretched Valuation

Sep 03

Lemonade, Inc. (NYSE:LMND) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

Aug 16
Lemonade, Inc. (NYSE:LMND) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

Lemonade: Focus On Long-Term Metrics, Ignore Short-Term Volatility

Jul 31

Lemonade: Close To Turning Profitable, A Sour Taste On Valuation

Jul 08

Lemonade, Inc.'s (NYSE:LMND) Earnings Haven't Escaped The Attention Of Investors

Jun 14
Lemonade, Inc.'s (NYSE:LMND) Earnings Haven't Escaped The Attention Of Investors

Lemonade: Tilting Consistently Toward Breakeven

May 02

Lemonade: 2024 Should Be A Successful Year For This Insurer

Apr 01

Lemonade: Profit Inflection Close, But Still No Juice For Bulls

Feb 28

Lemonade, Inc. (NYSE:LMND) Not Lagging Industry On Growth Or Pricing

Feb 05
Lemonade, Inc. (NYSE:LMND) Not Lagging Industry On Growth Or Pricing

Lemonade: Premiums Are Growing And Losses Are Slimming

Nov 28

When Life Gives You Lemonade, Book Your Tax Losses

Nov 02

Why Lemonade Is A Smart Long-Term Investment

Oct 19

Lemonade Q2 Earnings: Analyzing The Synthetic Agents Model

Aug 15

Lemonade: Ignore Outliers, Focus On The Long Term

Aug 08

Lemonade: A Sweet Taste Of Upside For The Right Investor

Jul 21

Lemonade Is Just Getting Started

Jun 20

Lemonade: Big Strides On All Fronts

Jun 06

Revenues Tell The Story For Lemonade, Inc. (NYSE:LMND)

Apr 17
Revenues Tell The Story For Lemonade, Inc. (NYSE:LMND)

Lemonade GAAP EPS of -$0.93 beats by $0.28, revenue of $88.4M beats by $10.17M

Feb 22

BNP Paribas Cardif and Lemonade to offer 100% online renters insurance

Feb 14

Prudential And Lemonade: The End Of The Pair Trade

Jan 23

Lemonade: Fairly Valued, But On The Clock

Dec 23

Lemonade: Hold On For The Long Haul

Dec 12

Lemonade Q3 Earnings: The Good, The Bad, But Thankfully No Ugly

Nov 10

Chewy deepens pet insurance offering using Lemonade plans in new partnership

Oct 20

Lemonade: A Deep Dive Into A Shallow Moat

Oct 13

Lemonade: The Rebound Is Here

Sep 12

Brokers Are Upgrading Their Views On Lemonade, Inc. (NYSE:LMND) With These New Forecasts

Aug 11
Brokers Are Upgrading Their Views On Lemonade, Inc. (NYSE:LMND) With These New Forecasts

Lemonade: Extremely Expensive Even If Path To Profitability Materializes

Aug 09

Lemonade offloads Metromile's EBS platform to EIS

Aug 01

Lemonade stock slips after Piper Sandler cuts to Neutral as net losses persist

Jul 18

Buy Prudential And Go Drink Lemonade

Jul 03

Is Lemonade A Sweet Investment Right Now?

Jun 22

Lemonade: Ready For The Rebound

May 16

Lemonade: When Will The Juice Run Dry?

May 09

Lemonade: Just As Unappetizing This Year As Last

Apr 14

Lemonade: Building A Full Insurance Flywheel, Even Though It Requires Some Trust

Mar 27

CEO Compensation Analysis

How has Daniel Schreiber's remuneration changed compared to Lemonade's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$215m

Jun 30 2024n/an/a

-US$208m

Mar 31 2024n/an/a

-US$218m

Dec 31 2023US$2mUS$393k

-US$237m

Sep 30 2023n/an/a

-US$258m

Jun 30 2023n/an/a

-US$288m

Mar 31 2023n/an/a

-US$289m

Dec 31 2022US$8mUS$375k

-US$298m

Sep 30 2022n/an/a

-US$304m

Jun 30 2022n/an/a

-US$279m

Mar 31 2022n/an/a

-US$267m

Dec 31 2021US$22mUS$359k

-US$241m

Sep 30 2021n/an/a

-US$205m

Jun 30 2021n/an/a

-US$169m

Mar 31 2021n/an/a

-US$135m

Dec 31 2020US$374kUS$279k

-US$122m

Sep 30 2020n/an/a

-US$121m

Jun 30 2020n/an/a

-US$121m

Mar 31 2020n/an/a

-US$123m

Dec 31 2019US$357kUS$267k

-US$108m

Compensation vs Market: Daniel's total compensation ($USD1.72M) is below average for companies of similar size in the US market ($USD6.66M).

Compensation vs Earnings: Daniel's compensation has been consistent with company performance over the past year.

CEO

Daniel Schreiber (53 yo)

9.5yrs

Tenure

US$1,721,853

Compensation

Mr. Daniel Asher Schreiber had been Co-Chief Executive Officer at Lemonade, Inc. since July 21, 2021, until January 01, 2024 and serves as its Chief Executive Officer since January 01, 2024. Mr. Schreiber...

Leadership Team

NamePositionTenureCompensationOwnership
Daniel Schreiber
CO-Founder9.5yrsUS$1.72m0.070%
$ 2.0m
Shai Wininger Gavish
Co-Founder9.5yrsUS$1.75m4.74%
$ 133.3m
Timothy Bixby
CFO & Principal Accounting Officer7.5yrsUS$3.68m0.33%
$ 9.2m
Adina Eckstein
Chief Operating Officer3.4yrsUS$2.64m0.10%
$ 2.9m
John Peters
Chief Insurance Officer8.3yrsUS$1.01m0.062%
$ 1.7m
Maya Prosor
Chief Business Officer2.4yrsUS$2.46m0.053%
$ 1.5m
Dennis Monaghan
General Counsel & Secretaryno datano datano data
Yael Wissner-Levy
Head of Content and Communicationsno datano datano data
Gavin Blair
Senior Vice President of Customer Operationsno datano datano data
Sean Burgess
Chief Claims Officer3.1yrsno datano data
Dan Preston
Senior VP of Strategic Initiatives2.4yrsno datano data

5.5yrs

Average Tenure

50yo

Average Age

Experienced Management: LMND's management team is seasoned and experienced (5.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Daniel Schreiber
CO-Founder9.5yrsUS$1.72m0.070%
$ 2.0m
Shai Wininger Gavish
Co-Founder9.5yrsUS$1.75m4.74%
$ 133.3m
Michael Eisenberg
Lead Independent Director9.4yrsno data0.13%
$ 3.7m
Maria Angelidou-Smith
Directorless than a yearno data0.047%
$ 1.3m
Debra Schwartz
Director1.1yrsUS$180.02k0.0020%
$ 56.3k
Samer Haj-Yehia
Director1.1yrsUS$181.13kno data

5.3yrs

Average Tenure

52yo

Average Age

Experienced Board: LMND's board of directors are considered experienced (5.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 05:41
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lemonade, Inc. is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Ross SandlerBarclays