TSE:FFH

Fairfax Financial (FFH.TO)

2,344.66
+3.99 (0.17%)
as of Jun 26, 2026, 2:11:11 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Fairfax Financial Holdings (FFH) has been a topic of mixed opinions among experts, reflecting a balance between its strong business fundamentals and current market conditions. While some analysts appreciate the company's long-term stability and its impressive growth in book value per share, others express concern regarding the lack of near-term catalysts and the current valuation compared to historical performance. There are indications that the property and casualty (P&C) insurance sector is under pressure, particularly with pricing, leading to a cautious outlook for FFH in the short term. Long-term investors are reminded of the company's ability to deliver compounded growth, emphasizing its disciplined management and strong performance despite recent volatility. Overall, while there are compelling reasons to consider investing in FFH, many experts suggest waiting for more favorable conditions or clearer catalysts before making a significant commitment.

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Consensus
Cautious
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Valuation
Fair Value
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BUY
Extremely well company. Made a lot of money in investments. It is a function of valuation that keeps him out of it. Very rarely can you buy it at book value.
DON'T BUY
.25% bond due June 22/20 yielding 5.9%. Is this safe? Thinks it is too far out for this particular corporate. He would avoid it.
TOP PICK
6.4% bonds maturing May 25/21. This company has gone from non-investment grade to investment-grade. Over 6% is a good trade. Has a pretty good track record of continuing to improve its credit rating.
COMMENT
Debenture maturing May 25/21. Is this safe and will the bond capital be returned if the company fails? If you're looking for pure safety, this is not the bond for you. Likes the name, but it is a BBB rated security and also 10 years to maturity. There are no real concerns about default. Moderate risk.
SELL
Very boring. There's not a lot in the large-cap financials that gets him excited. Better places to be.
HOLD
Nor very exciting these days. Tracks between $380 and about $420. On a NAV it tends top be worth about $600. Marvellous investors and built their empire in property and casualty. Doesn’t see the next catapult taking it to much higher levels.
COMMENT
CEO Prem Watson is one of the smartest people he knows and usually comes through things well but it has been a bit of a mercurial stock and he is a contrarian. Taken a bit of a pounding on some of their hedges. If you can be patient for 3 to 5 years he will deliver a good return.
COMMENT
Property and casualty insurer and has come under some pressure because of the Japanese earthquake. Great long-term track record but tends to make big bets that don’t always pay off very quickly.
PAST TOP PICK
(Top Pick Mar 5/10, Up 2.72%) There has been concern about the property and casualty industry as a whole. Now trades at a discount to book value. They are hedged on their portfolio.
PAST TOP PICK
(A Top Pick Jan 5/10. Up 8.35%.) Preferred shares 5.75%, series C.
PAST TOP PICK
(A Top Pick March 5/10. Up 4.9%.) Still a Buy.
BUY
Good investment at these values if you are a long-term investor. Selling at about Book Value. Have had some very good returns lately. An insurance company but makes a lot of money from the investment acumen of the principal managers.
PAST TOP PICK
(Top Pick Jan 26/09, Up 4.16%) FFH.PR.C-T Trimming holdings now.
HOLD
7.5% bond due August 2019. Good company and decent spread. Likes the bond but recently sold his holdings because it has come in such a long way in terms of credit narrowing.
PAST TOP PICK
(A Top Pick Oct 14/09. Up 12.4%.) Preferred shares-series C, 5.75%.
Showing 241 to 255 of 456 entries