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
0
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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BUY
Last third quarter, there have been sell-off. Comfortable with balance sheet. Target of 270 dollars CAN.
TOP PICK
The stock price is well below book value. Property and casualty business is starting to look a little better.
TRADE
Feels that management is very credible. Company is subject to what is happening in the US in insurance rates and its investment portfolio. Earnings were disappointing.
DON'T BUY
A very complex company. Has some issues in the US. You don't want to be in the stock when the Property/Casualty business is so high.
DON'T BUY
Runs some nice businesses, but has no idea what's in there or where the earnings are coming from. Prefers relatively straightforward stories.
TOP PICK
A little more discipline is coming into pricing in the property/casualty business. Getting the balance sheet cleaned up. Selling at a good discount to book value.
BUY
The insurance companies to date have been one of the best performing financial subsectors so valuation becomes a concern. Relatively cheap compared to its peers.
DON'T BUY
Doesn't really understand this company. Would prefer smaller associate or subsiduary.
DON'T BUY
Fair market value is about $240 so, it's difficult to say that there is anything much here for an investor.
TOP PICK
Likes what's happening in the property/casualty market right now. Selling at a significant discount to book value right now. Profitability is likely to go up.
DON'T BUY
Had a big decline and got to the point where it became major oversold which then gave a knee-jerk reaction. Hardly any base on the stock so it's hard to build on this. It will have to drop back to finish its base building.
WATCH
A break out above $250 would be very positive. Price is too high
PAST TOP PICK
(A top pick Oct 20/03. Up 238.35/203.02 %.) Will probably end up with a $260 book value. Still likes.
BUY
Thinks it can break through the technical barrier of $240.
SELL
Sold out because there are more risks than rewards. Pretty fully valued. The up side might be 10%, but the down side could be 70%.
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