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TSE:FFH

Fairfax Financial (FFH.TO)

2,279.87
+7.78 (0.34%)
as of Aug 25, 2026, 8:00:00 pm Market Open.
282 watching
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Investor Insights
star iconAug 25, 2026, 12:00 am

This summary was created by AI, based on 21 opinions in the last 12 months.

Fairfax Financial (FFH) has garnered mixed reviews from experts, reflecting a range of opinions on its current performance and future potential. While some analysts emphasize the company's strength in underwriting profitability and capital allocation, others express caution due to market conditions and the stock's recent downtrend. Positive sentiments highlight the company's stable management, successful acquisitions, and solid performance, particularly in its insurance segment. However, concerns regarding valuation, technical trends, and the lack of catalysts for growth prompt some experts to suggest a more conservative approach. Overall, FFH is viewed as a solid long-term investment, with potential for growth, but it's currently seen as a hold rather than a buy, considering the price levels and market context.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
BLK
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.
BUY
Buying subsidiaries, valuation is rich for the sector.
COMMENT
This is the management that got everything absolutely right. US housing market was a house of cards and they bet against it and it paid off in spades. Took a dive in March when the market turned around however way ahead of where they where 5 years ago. This is a play on management and the long-term strategic positioning of the stock.
COMMENT
It is going to be tough for them to follow through on their staggering coup last year in the derivatives market. Historically speaking, it is not priced at its maximum but is well up.
BUY
This was a wonderful play on the downturn. CEO did a brilliant job positioning it to benefit from the market meltdown. Now he has gone the other way i.e., from being short to being long and is making some big bets. If you can get this under $300 and you are patient, you will do very well.
BUY
When you buy this company, you are buying their ability to invest the float, in other words, how successful can they be with the money they have in their care. They have done a marvellous job. P & C companies are performing well as a whole.
HOLD
(Market Call Minute.) Has had a huge run. Thinks money in here as a contrarian play will move back to the banks.
COMMENT
Has about $9 billion credit default swaps in their portfolio still. This is like buying a Put on the market. Very clever team of investors.
COMMENT
For some time the property and casualty insurance market has had a difficult time. Trading at about 1.5X Book, which is not a tremendously high price for it. There are times when it trades at 3 X Book.
DON'T BUY
(Market Call Minute.) Because it's in the financial sector this is in one of her favourite stocks.
PAST TOP PICK
(A Top Pick Feb 27/08. Down 18.6%. BNN misquoted as a 10 %gain.) High quality property/casualty insurance company. Trading below BV per share.
HOLD
(Market Call Minute.) Has been short the market so has done better than them all. If you are positive on the economy going forward, it would be a Hold.
COMMENT
Haven’t looked at this for the last month or so but up to that point they had a fairly significant bet against financials by shorting a very large number of financial services companies. This is a way to participate in shorting financials.
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