TSE:FFH

Fairfax Financial (FFH.TO)

2,337.15
-3.52 (0.15%)
as of Jun 26, 2026, 3:31:50 pm Market Open.
280 watching
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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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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
BUY
Investment returns have been excellent but you have all the problems that come with property/casualty. A lot of those issues are now behind them but quarter-by-quarter volatility of earnings and share price will give you worries so you have to have a long-term perspective.
TOP PICK
Preferred shares-series C, 5.75%. Alternative to holding cash. Has a reset function so that every 5 years the rate is reset, representing a nice protection against inflation. They are accumulative units meaning they get paid before common shares.
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