LMND
Market read
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if LMND's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Cash provided by financing activities was $44.1 million for the six months ended June 30, 2025, primarily due to borrowings under the financing agreement offset by principal payments.”10-Q · Aug 4, 2026 ↗
“We have incurred and expect to continue to incur significant additional general and administrative expense as a result of operating as a public company, including expenses related to compliance with the rules and regulations of the SEC and the listing standar…”10-Q · Apr 30, 2026 ↗
“39 Sales and Marketing Sales and marketing expense increased $41.0 million, or 40%, to $143.8 million for the six months ended June 30, 2026 compared to the six months ended June 30, 2025 primarily due to brand and performance advertising, which is the larges…”10-Q · Aug 4, 2026 ↗
Valuation discipline
Price/sales 5.0× · EV/sales 4.4×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LMND. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for LMND. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“While we believe we are well positioned to execute our business model and reinvent insurance, we face significant competition from traditional insurance companies such as Allstate, Farmers, Liberty Mutual, State Farm, GEICO, Progressive and Travelers.”
“Competitors in the pet insurance space include companies such as Nationwide, Embrace, and Trupanion.”
Depended on by
“During 2025, we sold the following new products to our customers: ● Bang Energy® Any Means Orange ● BPM® White Citrus ● Burn® Orange ● Burn® White Citrus Zero Sugar ● Fury® Mango Mayhem® ● Juice Monster® Voodoo Grape ● Monster Energy® Electric Blue TM ● Monst…”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
LMND is currently a Follower in the organic co-movement group Industrial Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.