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
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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.

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Consensus
Hold
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Valuation
Fair Value
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Similar
BRK.A
DON'T BUY
They bought a lot of assets at book value, but the assets are long term liabilities, so in his view, they didn't pay book value, but paid higher then book value. As this is an insurance company (and the type of insurance) they've had hurricanes etc that have hurt them.
HOLD
Likes the property/casualty sector, but prefers the much larger company Allstate (ALL-N). This company has problems with suppoennas floating around which reflects some of the activities with other companies that have taken place. Difficult to evaluate if they are a serious threat.
DON'T BUY
Basically what they are taking in in premiums is going right out the door.
WEAK BUY
Has traded down with the other insurers in the last little while. Doesn't find it that attractive. A good defensive holding.
DON'T BUY
Property and casualty market on the commercial side has probably peaked out. Has sold off parts of its jewels Odyssey Re Holdings (ORH-N) and Northbridge (NB-T). That's always a negative when a company has to sell off its best assets.
DON'T BUY
Prem Watsa remains a very clever and capable money manager. The stock is priced to assume that he's going to do a good job. Can't see very much upside.
HOLD
Feels it has been climbing so dramatically because of the valuations of the investments it holds. A tremendously volatile stock. Relatively illiquid.
DON'T BUY
Had a wonderful run because it was over sold in the early part of 2003. Fell below the 200 day moving average. Recent moves have been without momentum.
TRADE
Hates this company and doesn't touch it. Model price is a little bit higher than the current price.
PAST TOP PICK
(A Top Pick Aug 17/04. Down 14%.) Still likes. Hurricanes had a huge impact. Hoping management will be able to get return on equity back up to around 10%. Good price now.
DON'T BUY
Significantly overpriced. If looking at it, look at it on a basis of "earnings excluding investment gains and pre-tax". On a book value basis strip out deferred tax assets and good will.
TRADE
Going to buy this stock, of your a deep value investor. Great investment team.
DON'T BUY
Unlikely to split. Has been a poor performer in the last while because of concerns of liquidity. Not great disclosure.
WAIT
Fair market value is about $210/220. Stock has already discounted any good news and has now settled back from a fully valued situation. Let it find lower levels.
BUY
Last third quarter, there have been sell-off. Comfortable with balance sheet. Target of 270 dollars CAN.
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