Fairfax Financial (FFH.TO) Buy, Sell or Hold

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Fairfax Financial (FFH.TO)

2,220.71

+24.98 (1.14%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

281 watching

Investor Insights

Jun 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.

Consensus

Hold

Valuation

Fair Value

Similar

BRK.A

BUY

Great insurance company, lots of assets. Depends a lot on market rates. Can't bet against management. Buy and hold for a long time.

BUY ON WEAKNESS

One of the top investment companies in Canada.
Good for a long term investment.
Current valuation very high.
Wait to buy when price is lower.

HOLD

Stock's had a nice run. Very well run, respected CEO. Hard to buy when the chart's gone up so quickly. Good long-term hold. See her Top Picks.

TOP PICK

He entered this in the $400s and it's now around $1,000. They increased their insurance premiums by 16% in the past year, and they manage their float well (reinvesting those customer premiums into short-term bonds). So, they're not exposed to interest rate fluctuations.

(Analysts’ price target is $1253.75)

BUY

Never been a huge fan of it, because he always wondered about their growth profile, but Prem has been a mini-Buffett and has done pretty well. He has a good, long-term track record and the valuation is not outrageous. It will continue to be a fine growth stock.

PAST TOP PICK

(A Top Pick Mar 25/22, Up 43%)

Their investment portfolio is rooted in their float from insurance operations, and the float is levered to interest rates. Totals $30 billion. Every 1% rise in rates means $280 million in annual income means $12 per share.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

FFH in the past focused on growing book value per share and paying minimal dividends.
The company compounded book value per share at around 15% on average, used to be considered as a “Canadian version” of BRK.B.
However, in the last ten years, performance has not been impressive, book value compounded around 8%, while most earnings are paid out as dividends.
We think FFH will still do okay going forward, but it is quite hard to repeat the track record of its past.
FFH also used to take large 'bets' on the market (both ways), and has seemed to have reduced this activity.
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TOP PICK

Global insurance business based out of Toronto. Value oriented leadership under Prem Watsa. Highest underwriting profits in years. Investment portfolio performing very well. $35 billion bond portfolio about to renew at higher rates.

TOP PICK

It has been overlooked and under-loved. The company has changed its investing acumen. It benefits from higher rates and value investing. The top line is great with new business wins and higher prices. Buy 6 Hold 2, Sell 0 (Analysts’ price target is $896.12)

BUY

It is great business and has made good private investments. The share price is very strong relative to the market.

DON'T BUY

Believes company investments have not done well (Blackberry etc.). Insurance business should preform well. Not surprised company is being rated poorly by the market, given management concerns.

TOP PICK

Excellent management with Prem Watsa. 2021 a turning point in the business (net earnings up 15x, revenues up 34%). Struggling company that has turned the corner. Insurance business that is able to raise prices. Insurance float is positively affected by increase in interest rates.

DON'T BUY

Prem Watsa engages in market timing, unlike Warren Buffett. Fairfax is a black box as to what it owns. Challenging business. Stuck in the mud for a while. If you want too look at good capital allocators in the P&C business, look at BRK.B, which he owns.

BUY

Good momentum in volume and pricing. Putting more capital to work in insurance, a real driver. What would move the needle is a breakout in their underlying investment portfolio of value investments. Stock is underappreciated and very cheap at 8x 2022 earnings, 80% book value. You can buy it here.

BUY

If we get inflation that translates into higher long term interest rates then it should help insurance companies. It has a big equity portfolio compared to others. The risk-reward ratio is different. He prefers MFC-T.

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Fairfax Financial (FFH.TO)