What changed
$KNSL — BUY 📊
Kinsale Capital Group, Inc. engages in the provision of property and casualty insurance products in the United States.
🎯 Q1 FY26 | Rev $0B | EPS $5.11 vs $4.68 🟢
💡 Consensus expected modest growth and margin compression, but the $5.11 vs $4.68 EPS beat reveals stronger top-line momentum and disciplined underwriting. The market is underappreciating the sustainability of double-digit premium growth and the potential for ROE to rebound to historical 15-20% levels, which supports a higher P/B multiple.
📉 Reward/Risk: 2.06:1
🏢 Business Quality: 8/10
📊 Valuation: cheap — P/B 1.9x vs historical range 3-4x and peer median 2.5x; forward P/E ~15.6x on raised FY25 EPS of $20 vs historical 20-25x; FCF yield and DCF...
🔮 Catalyst: Analysts revise FY2025 and FY2026 EPS estimates upward following the strong Q1 print
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/KNSL0617