Added to YB: 2026-08-25
Pitch date: 2026-08-21
KNSL [neutral]
Kinsale Capital Group, Inc.
+2.44%
current return
Author Info
Margin Valley Research shares independent equity research. Proxy analysis, capital allocation history, valuation — two businesses per month Sign up for the newsletter.
Company Info
Kinsale Capital Group, Inc. engages in the provision of property and casualty insurance products in the United States.
Market Cap
$8.7B
Pitch Price
$386.10
Price Target
309.50 (-19%)
Dividend
0.26%
EV/EBITDA
11.95
P/E
15.57
EV/Sales
4.38
Sector
Insurance
Category
N/A
Kinsale Capital Group ($KNSL) Deep Dive
KNSL (watchlist): Only pure-play E&S specialty insurer; tech-driven platform yields 75-78% combined ratio vs 90-95% peers, 28.5% ROE, 40.8% CAGR since 2016 IPO. Founder-led (Kehoe owns ~3.9%). At $381 trades above $309.5 residual-income fair value. Great biz, no margin of safety; wants $290-310 pullback. Risks: property softening, 74% casualty concentration, reserve inflation, moat erosion.
Read full article (16 min)