TSE:FFH

Fairfax Financial (FFH.TO)

2,321.53
-5.27 (0.23%)
as of Jul 16, 2026, 2:20:51 pm Market Open.
281 watching
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Investor Insights
star iconJul 16, 2026, 12:00 am

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

Fairfax Financial (FFH-T) is viewed as a well-managed company with a solid earnings history, but it currently faces a slightly downward trend and a perceived lack of momentum. Experts are mixed on the stock's valuation, with some considering it reasonably priced at around 8-9x earnings while noting that it no longer offers a significant discount compared to peers. The consensus indicates that while the company has improved its operating income and underwriting capabilities, optimism around future growth has waned, making the stock seem more like 'dead money' for the short term. However, positive long-term potential exists, particularly with ongoing improvements in their underwriting operations and strategic portfolio moves, lending some hope for future value creation despite a lack of immediate catalysts. Experts recommend holding for the long term but suggest exploring other investment opportunities in the interim.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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Similar
SLF
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).
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.
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