Added to YB: 2026-08-05
Pitch date: 2026-08-02
KNSL [neutral]
Kinsale Capital Group, Inc.
+0.78%
current return
Author Info
Slow Compounding is an ex buy-side analyst looking for high-quality companies that create high shareholder returns. Investing for the long-term. 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
$8.2B
Pitch Price
$360.00
Price Target
N/A
Dividend
0.28%
EV/EBITDA
11.23
P/E
14.63
EV/Sales
4.12
Sector
Insurance
Category
value
Kinsale Q2 2026: Why the CEO Sees 'Very Good Value' in the Stock
KNSL (earnings): Q2 GWP -5% (Commercial Property -32.7% on soft mkt), but diluted EPS $7.72 (+34%), record net income $175.9M, underwriting income +10.5%, NII +19.9%, combined ratio 75.5%, RoE 35.2%, BVPS $89.34 (+21%). Bought back $100M shares; CEO calls stock 'very good value.' Disciplined underwriting; 2.7x invested assets/equity magnifies returns.
Read full article (10 min)