Fairfax Financial (FFH.TO) Buy, Sell or Hold

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Fairfax Financial (FFH.TO)

2,321.53

-5.27 (0.23%)

as of Jul 16, 2026, 2:20:51 pm Market Open.

281 watching

Investor Insights

Jul 16, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Fairfax Financial (FFH-T) is viewed as a well-managed company with a solid earnings history, but it currently faces a slightly downward trend and a perceived lack of momentum. Experts are mixed on the stock's valuation, with some considering it reasonably priced at around 8-9x earnings while noting that it no longer offers a significant discount compared to peers. The consensus indicates that while the company has improved its operating income and underwriting capabilities, optimism around future growth has waned, making the stock seem more like 'dead money' for the short term. However, positive long-term potential exists, particularly with ongoing improvements in their underwriting operations and strategic portfolio moves, lending some hope for future value creation despite a lack of immediate catalysts. Experts recommend holding for the long term but suggest exploring other investment opportunities in the interim.

Consensus

Hold

Valuation

Fair Value

Similar

SLF

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%.

TOP PICK

7.5% bond due Aug 19/19. One of the largest P & C operators in Canada with the significant presence in the US. $1 billion in net debt and $5.5 billion in receipts (?).

BUY

New issue of preferred just this week and he bought some of that. No concern about credit.

HOLD

One of the few financials that weathered the storm. Made a lot of money on the credit default swaps in the 08/09 mortgage meltdown. Bonds are a little higher on the risk scale and rated in the BB area, BBB splits. Fairly good yield but keep a close eye on them.

TOP PICK

Owned for a long time. A premier global property and casualty insurance company. Balance sheet is as strong as it has ever been. Are well positioned to benefit when the insurance industry improves. Trades below book value.

SELL

His model price is $300, which is a -18% differential.

TOP PICK

FFH.PR.C-T: Attractive alternative because of 5.5% yield and protection against inflation over the next 5 years. The pick of the litter. It’s a ‘reset’ preferred share.

TOP PICK

Preferred shares 5.75%, series C. Wants Preferreds at this point as an option to highly cyclical, pure equity exposure. These have a reset function where every 5 years the rate will get adjusted based on government bond yields and provide some protection against inflation.

BUY

(Market Call Minute) About book value, which is decent. Thinks book value will continue to grow.

BUY

Trading below book value and is quite a bargain at these levels. Astute management.

BUY

(Market Call Minute.) Very smart management and the track record speaks for itself.

COMMENT

De-listing from the NYSE but is not a big point. He doesn't own because it is too difficult to forecast what the earnings are going to look like.

DON'T BUY

A black box company. He can't tell what's inside. Financial statements are opaque.

BUY

(Market Call Minute) Only 1.3 times book value which has gone up dramatically over the last year

Showing 256 to 270 of 458 entries

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Fairfax Financial (FFH.TO)