Lemonade, Inc. (LMND) vs White Mountains Insurance Group, Ltd. (WTM)

Lemonade, Inc. and White Mountains Insurance Group, Ltd. are both Insurance Property & Casualty companies. White Mountains Insurance Group, Ltd. is the larger, with a market value of $4.8B against $3.5B — 1.4× the size. Lemonade, Inc. has negative trailing earnings, so its P/E is not meaningful; White Mountains Insurance Group, Ltd. trades at 4.6×. Lemonade, Inc. grew revenue faster over the last twelve months: 62.3% against 55.5%. White Mountains Insurance Group, Ltd. has the higher net margin (29.3% vs −14.2%) and the higher return on invested capital (13.4% vs −25.6%). Across the 20 metrics below, White Mountains Insurance Group, Ltd. leads on 17 and Lemonade, Inc. on 3.

Valuation

Metric LMND WTM Insurance Property & Casualty median
P/E n/m 4.62 10.29
P/S 3.55 1.28 1.17
P/B 6.92 0.80 1.83
Price to free cash flow 427.02 12.62 7.48
EV/EBITDA n/m 3.54 7.49
EV/Sales 3.37 1.49 1.13
Earnings yield (4.07%) 21.66% 9.50%
Free cash flow yield 0.23% 7.93% 13.29%

Profitability

Metric LMND WTM Insurance Property & Casualty median
Gross margin 51.65% 59.35% 41.16%
Operating margin (13.67%) 40.83% 15.09%
Net margin (14.19%) 29.29% 11.51%
Free cash flow margin 0.83% 10.13% 17.59%
Return on equity (26.96%) 19.58% 18.19%
Return on assets (7.01%) 8.77% 3.74%
Return on invested capital (25.59%) 13.42% 12.06%

Growth

Metric LMND WTM Insurance Property & Casualty median
Revenue growth (TTM) 62.31% 55.45% 8.69%
EPS growth (last fiscal year) 21.40% 379.05% —
Revenue growth, 5-year CAGR 50.87% 33.06% 9.23%
Net income growth, 5-year CAGR 0.00% 9.32% 10.09%

Health

Metric LMND WTM Insurance Property & Casualty median
Debt to equity 0.41 0.15 0.25
Current ratio 0.81 0.56 0.42
Net debt to EBITDA 1.58 0.41 0.08

Dividend

Metric LMND WTM Insurance Property & Casualty median
Dividend yield — 0.06% 2.79%
Payout ratio 0.00 0.01 0.27

Size

Metric LMND WTM Insurance Property & Casualty median
Market cap 3.53b 4.84b 2.44b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack