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.

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Consensus
Hold
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Valuation
Fair Value
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Similar
SLF
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.
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.
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