TSE:FFH

Fairfax Financial (FFH.TO)

2,344.66
+3.99 (0.17%)
as of Jun 26, 2026, 2:11:11 pm Market Open.
280 watching
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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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
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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.
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.
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