TSE:FFH

Fairfax Financial (FFH.TO)

2,220.71
+24.98 (1.14%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
281 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

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

Fairfax Financial (FFH) has garnered a mixture of perspectives from various experts, predominantly praising its long-term value focus and solid management under Prem Watsa. The company has shown excellent performance in its insurance business, with recent results indicating a strong combined ratio and improved underwriting metrics. However, several analysts caution against entering the stock at present due to the absence of immediate buying catalysts and its high valuation relative to peers. While some experts express ongoing confidence in FFH's long-term prospects, others suggest waiting for a more attractive entry point. Overall, the prevailing sentiment indicates FFH as a stable, defensive choice in the insurance sector, which has been resilient in recent market conditions.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
BRK.A
BUY
BV is around $190 and yet this is a company that is capable over a cycle, of generating a 19% return. Made a lot of money on puts last year, which shored up their balance sheet. In the long run, this has got to be more than just an investment company, but an insurance company as well. Taking steps to work out their US insurance problems. Sound management. Reasonable Buy for a long-term investor.
TOP PICK
Best way to play meltdown in credit derivatives. Earnings are going up.
TOP PICK
Probably the best public instrument to play the widening of bond spreads. They believed spreads were way too narrow for a lot of the corporate debt issues and they would widen massively. They were correct. Earnings are good and it is cheap.
DON'T BUY
His model price is $216.20, a negative 6% differential. If the past is any indication, it will probably go to about $176 and try to form a bottom.
WATCH
Had a negative pattern for quite awhile and the moving average was going down. Recently, the price managed to get above the 200-day moving average and it had a big rise. Now the stock is too far above the moving average, so it wouldn't be a surprise if the stock had a correction.
COMMENT
Good management, but at the current price, would be tempted to take some profit. Has sold his positions. Not sure that things are going well in Northbridge which is a fair chunk of their assets.
DON'T BUY
He finds it very difficult to analyze the financial statements. If he doesn't understand it, he doesn't buy it.
DON'T BUY
A tough one to call. Had some recent accounting problems and losses on some claims. Always had trouble with disclosure, but better than they used to be.
DON'T BUY
Sold all of his holdings because of the complexity of the business. Seemed to have a continual string of bad news on acquisitions. There is now a litigation issue before the US courts.
SELL
Having to deal with a lot of reinsurance problems. Valuation is up in the air because nobody can put a finger on it because their earnings are very opaque. Many of their claims are outstripping their premiums.
WEAK BUY
Launching a suit against hedge funds that are shorting the stock and driving the price down as well as putting out a lot of negative news. A well-run company with honest management. Could buy with a long-term view.
DON'T BUY
The property/specialty insurance market is very cyclical in nature. It has had a decent cyclical run in the past few years, upwards but pricing is now starting to soften up a little.
DON'T BUY
He prefers to go for the leaders in the insurance business. Those with strong balance sheets and not overly levered. Made a lot of acquisitions and they got hit with a number of catastrophic events and some regulatory issues.
DON'T BUY
Not a fan of this company. Insurance is a very tough business to analyse.
DON'T BUY
Their problem is that their reinsurance business is opaque, i.e., it is impossible to know what is going on there. Would prefer Kingsway Financial (KFS-T).
Showing 286 to 300 of 455 entries