Added to YB: 2026-05-29
Pitch date: 2026-05-26
KNSL [neutral]
Kinsale Capital Group, Inc.
+1.82%
current return
Author Info
No bio for this author
Company Info
Kinsale Capital Group, Inc. engages in the provision of property and casualty insurance products in the United States.
Market Cap
$7.1B
Pitch Price
$302.47
Price Target
357.00 (+17%)
Dividend
0.33%
EV/EBITDA
10.39
P/E
13.48
EV/Sales
3.68
Sector
Insurance
Category
value
Problems? The Most Profitable Quarter in Its History and a Stock in Freefall - Kinsale Capital Group, Inc.
KNSL (overview): Q1 2026 net op EPS $5.11 (+37.7% YoY), 77.4% combined ratio (vs 82.1%), 24% ROE—historically profitable despite stock -35% from highs. Gross written premiums -0.5% on Commercial Property plunge; ex-Prop growth only 6%. E&S market slowing, competition rising in long-tail casualty. Bear Cave alleges weak moat via policy exclusions & 60% retention (vs ~90% peers). Stock now ~13-15x earnings vs historical 30-40x; valuation reset creates opportunity if profitability holds but growth/retention questions need monitoring.
Read full article (7 min)