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KNSL · NASDAQ · STOCK

Kinsale Capital Group

Financial Services Updated August 09, 2026
$370.32
52W $287.20 – $485.00
63/100
$8.51B
15.1
0.89
AI Committee Verdict
Buy
63/100
Conviction: Contested · 80% agreement · 5 analysts
+12.8%
-1.0%
12.27:1
Contested

Is KNSL Bullish or Bearish?

Bullish. Innellis AI committee rates Kinsale Capital Group (KNSL) Buy with a composite score of 63/100 , based on 5 analysts with 80% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.45 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.55 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 19.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 10 articles, 14d) — News
Bear Case
  • Bollinger bandwidth of 19.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
63/100
Agreement
80%
Analysts
5
Conviction
Contested
Sector Rank
Top 51%
of 142 Financial Services peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 19.5% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 10 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score weakened from 65.9 to 62.5.

Analyst-level changes:
  • Growth Analyst: score 79->82 (+4).
  • Risk Analyst: stance neutral->bearish; score 58->35 (-22).
  • Value Analyst abstained (was bullish at 64).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
63.6
Neutral
MACD Histogram
1.432
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$369.36
Resistance
$420.84
Bollinger %B
0.81
Inside Bands
Price vs Moving Averages
EMA 9
$365.49 Above
EMA 21
$354.72 Above
EMA 50
$341.77 Above
EMA 200
$362.01 Above

Fundamental Analysis

Valuation
86
Growth
78
Profitability
90
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 15.1×
P/B Ratio 4.18×
PEG Ratio 0.53
Dividend Yield 0.22%
52W High $485.00
52W Low $287.20
Quality & Growth
ROE 2570.0%
ROA 833.3%
Gross Margin 5005.3%
Operating Margin 3589.6%
Revenue Growth YoY
Debt / Equity 0.11
AI Fundamental Assessment
P/E ratio of 15.1 (inexpensive relative to a 15-40x range); Price-to-book of 4.2x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 25.7%; Return on assets of 8.3%; Net margin of 28.5%; Gross margin of 50.1%; Current ratio of 0.41 (tight short-term liquidity); Debt-to-equity of 0.11; Free cash flow per share is positive (43.97); Most recent quarter beat estimates by 6.5%; 5 consecutive earnings beats; EPS growth accelerating (-12.0% -> +8.4% QoQ); Average YoY EPS growth of 15.9%; Analyst estimates falling over recent quarters
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Explore KNSL Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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