TSE:FFH

Fairfax Financial (FFH.TO)

2,337.15
-3.52 (0.15%)
as of Jun 26, 2026, 3:31:50 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
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.
TRADE
Trading around its fair market value. The stock is getting fairly rich. Indifferent to it.
BUY
(Market Call Minute.) Will continue to make lots of money.
BUY
Have done a great job in rebuilding their balance sheet. Made a wonderful trade and made a very good investment going against a lot of these mortgage products. The bet paid off.
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