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Reasons Why Lemonade (LMND) Stock is an Attractive Pick

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Lemonade, Inc. (LMND - Free Report) should continue to benefit from growth in the overall average policy value, expansion of geographic footprint and product offerings, and a robust capital position.

Earnings Surprise History

Lemonade has a decent surprise history. It beat earnings estimates in three of the last four quarters and missed in one.

Zacks Rank

Lemonade currently carries a Zacks Rank #2 (Buy).

Business Tailwinds

Higher net added customers as well as expansion of geographic footprint and product offerings are likely to boost gross written premium.

Higher prevalence of multiple policies per customer, growth in the overall average policy value and a continued shift in the mix of underlying products toward higher value policies are likely to drive premium per customer.

In-force premium is likely to have been aided by an increase in customer base as well as an improvement in premium per customer.

For 2022, Lemonade expects in-force premiums between $610 million and $615 million. The gross earned premium is projected to be between $476 million and $480 million.

For 2022, revenues are expected to be in the range of $236 million to $239 million and adjusted EBITDA loss is anticipated in the range of $245 million to $240 million.

Interest rates on investment balances and lower investment expenses are likely to drive net investment income.

Commission and Other Income is expected to increase on the back of growth in premiums placed with third-party insurance companies and an increase in installment fees billed.

Lemonade boasts a solid capital position. Its existing cash and cash equivalents will be sufficient to meet working capital needs and capital expenditure over at least the next 12 months.

Price Performance

Year to date, the stock has lost 43.4% compared with the industry’s decline of 8%.

Zacks Investment Research
Image Source: Zacks Investment Research

Other Stocks to Consider

Some other top-ranked stocks from the multi-line insurance industry are James River Group Holdings, Ltd. (JRVR - Free Report) , Radian Group Inc. (RDN - Free Report) and Old Republic International Corporation (ORI - Free Report) . While James River Group and Radian Group sport a Zacks Rank #1 (Strong Buy), Old Republic International carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for James River Group’s 2022 and 2023 earnings implies 137% and 15.3% year-over-year growth, respectively.

The Zacks Consensus Estimate for JRVR’s 2022 and 2023 earnings has moved 2.6% and 4.6% north, respectively, in the past 60 days.  Year to date, the insurer has declined 16.7%.

Radian Group’s earnings surpassed estimates in three of the last four quarters and missed in one, the average earnings surprise being 29.51%.

The Zacks Consensus Estimate for RDN’s 2022 and 2023 earnings has moved 16.1% and 9.7% north, respectively, in the past 30 days.  Year to date, the insurer has declined 3.2%.

Old Republic International’s earnings surpassed estimates in three of the last four quarters and missed in one, the average earnings surprise being 15.1%.

The Zacks Consensus Estimate for ORI’s 2022 earnings has moved 4.2% north in the past 60 days. Year to date, the insurer has declined 10.3%.


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