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KNSL · NYSE · STOCK

Kinsale Capital Group (KNSL) Stock Analysis

Financial Services Updated September 22, 2026
$351.38
52W $287.20 – $485.00
69/100
$8.16B
14.5
0.89
AI Committee Verdict
Buy
69/100
Conviction: Moderate · 67% agreement · 6 analysts
+17.4%
-0.8%
22.08:1
Moderate

Is KNSL Bullish or Bearish?

Bullish. Innellis AI committee rates Kinsale Capital Group (KNSL) Buy with a composite score of 69/100 , based on 6 analysts with 67% agreement. Last updated September 22, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +6.04 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 — -13.96 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 primary driver is low leverage (debt-to-equity 0.11) -- balance sheet can absorb a shock. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 14.5 is inexpensive for the broad market — Value
  • ROE of 29.1% shows genuine earnings power backing the valuation — Value
  • EPS growing 28.9% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Price-to-book of 4.6x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
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 September 22, 2026
Overall Committee Score
69/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 14%
of 211 Financial Services peers
Value Analyst bullish
64 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 14.5 is inexpensive for the broad market
− Price-to-book of 4.6x prices in significant intangible value
Growth Analyst bullish
79 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 28.9% YoY
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.11) -- balance sheet can absorb a shock
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
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 moved marginally from 66.5 to 69.0.

Analyst-level changes:
  • Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
  • Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-09-21 to 2026-09-22 (1 day apart).

Technical Analysis

RSI (14)
37.6
Neutral
MACD Histogram
-2.431
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$355.51
Resistance
$420.84
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$362.48 Below
EMA 21
$366.76 Below
EMA 50
$362.04 Below
EMA 200
$364.73 Below

Fundamental Analysis

Valuation
87
Growth
78
Profitability
90
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 14.5×
P/B Ratio 4.01×
PEG Ratio 0.51
Dividend Yield 0.26%
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 14.5 (inexpensive relative to a 15-40x range); Price-to-book of 4.0x; 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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