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Financial statements

Lemonade, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 8 fiscal years, taken from the XBRL data Lemonade, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2018FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Revenue22.567.394.4128257430527738
Research and development4.79.819.451.879.688.885.893.9
Selling and marketing41.788.580.4142138102166224
General and administrative9.321.546.372.6122129125140
Pre-tax income-52.6-108-121-234-295-230-204-161
Income tax0.30.61.57.737.1-1.74.6
Net income-52.9-109-122-241-298-237-202-166
EPS, basic-4.84-9.75-3.63-3.94-4.59-3.40-2.85-2.24
EPS, diluted-4.84-9.75-3.63-3.94-4.59-3.40-2.85-2.24
Shares, basic (weighted)10.911.133.761.264.969.77173.9
Shares, diluted (weighted)10.911.133.761.264.969.77173.9

Balance sheet

FY2018FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents102270571271283265376385
Short-term investments54.7011099.845.827.514.1
Property, plant and equipment3.15.711.719.617.416.115.8
Lease right-of-use assets21.926.417.415.219.8
Goodwill019191919
Intangible assets0.632.522.913.68.1
Total assets4148291,5111,6911,6331,8491,926
Total liabilities1172885228249241,2561,392
Paid-in capital15.78601,5541,7541,8151,8981,992
Retained earnings-198-321-562-860-1,097-1,299-1,464
Other comprehensive income0.11.8-3.4-27.6-9-6.16.4
Shareholders' equity-79.1-183541988867709593534
Total equity-79.1-183541988867709593534
Total liabilities and equity4148291,5111,6911,6331,8491,926
Shares outstanding11.356.861.769.370.272.775.9

Cash flow statement

FY2018FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Net income-52.9-109-122-241-298-237-202-166
Depreciation and amortization0.10.61.73.712.2202015.2
Stock-based compensation2.14.310.644.159.359.964.561.3
Deferred income tax00000000
Change in payables0.2-0.80.7-0.4-0.7-0.53.9-4
Cash from operations-40.8-78.1-91.7-145-163-119-11.4-16.5
Capital expenditures-0.7-2.7-4.4-9.4-10.1-9.2-9.4-9.4
Acquisitions0098.800
Purchases of investments0-3.5-2.9-712-133-324-306-477
Sales and maturities of investments20.9217020.222514477.541.6
Cash from investing6.4-5450.1-80518188.740.6-89.1
Stock issued0.10.71.89.33.60.519.331.9
Cash from financing1203003416503.615.487.7107
Exchange rate effect0-0.11.6-1-5.80-2.710.1
Net change in cash85.5168301-30115.9-1511411.1
Free cash flow-41.5-80.8-96.1-154-173-128-20.8-25.9
Interest paid000.3516.3
Income taxes paid0.20.51.63.23.4-2.70.12.5

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $44.93 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Pre-tax margin-13.7%Pre-tax income / revenue.
Net margin-14.2%Net income / revenue.
FCF margin0.8%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin2.2%Cash from operations / revenue.
Return on equity (ROE)-27.7%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-6.9%Net income / average total assets.
R&D / revenue10.9%Research and development expense / revenue.
Stock-based pay / revenue8.3%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue1.3%Capital expenditures / revenue.
D&A / revenue1.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y40.2%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y42.2%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y50.9%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y-10.1%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-14.9%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y-0.3%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y4.1%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y4.4%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y18.4%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y4.1%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y4.4%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y17.0%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets75.2%Total liabilities / total assets.
Goodwill and intangibles / assets1.3%(Goodwill + intangible assets) / total assets.
Tangible book value$472.4MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.48xRevenue / average total assets.
Fixed asset turnover51.6xRevenue / average property, plant and equipment.
Capex / operating cash flow61.8%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted-$1.80Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$12.67Revenue / diluted weighted shares.
FCF per share$0.11Free cash flow / diluted weighted shares.
Operating cash flow per share$0.28Cash from operations / diluted weighted shares.
Book value per share$6.46Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$6.11Tangible book value / shares outstanding.
Cash per share$4.87(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$3.48BShare price x shares outstanding.
Enterprise value$3.10BMarket cap + total debt - cash - short-term investments.
P/S3.57xMarket cap / revenue.
P/B6.96xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book7.36xMarket cap / tangible book value, when positive.
P/FCF429xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF164xMarket cap / cash from operations, when positive.
EV/Sales3.18xEnterprise value / revenue.
EV/FCF383xEnterprise value / free cash flow, when both are positive.
FCF yield0.2%Free cash flow / market cap.
Earnings yield-4.0%Net income / market cap (the inverse of P/E).
What was Lemonade, Inc.'s revenue in fiscal 2025?

Lemonade, Inc. reported revenue of $737.9M for fiscal 2025, 40.2% higher than the year before.

Was Lemonade, Inc. profitable in fiscal 2025?

No. It reported a net loss of $165.5M.

How much free cash flow did Lemonade, Inc. generate in fiscal 2025?

Cash from operations of $16.5M minus capital expenditures of $9.4M left free cash flow of -$25.9M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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