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

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Fairfax Financial (FFH.TO)

2,326.80

+5.86 (0.25%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

281 watching

Investor Insights

Jul 15, 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 solid and well-managed company with a good long-term growth outlook, although the sentiment around it currently appears mixed. While some experts highlight its strong earnings and improved underwriting performance, especially in the context of Q4 results, others suggest that the stock lacks momentum and potential catalysts for short-term growth. The valuation appears reasonable, but not particularly cheap, with much of the easy money already made. Multiple experts believe the stock is at a crossroads, with some viewing it as a decent long-term hold while others recommend being cautious and potentially reallocating investment to better opportunities. Overall, FFH-T's performance may hinge significantly on the company's ability to execute on acquisitions and sustain growth in the competitive insurance space.

Consensus

Hold

Valuation

Fair Value

Similar

SLF

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.

BUY ON WEAKNESS

With rates as low as they are and FFH has a big insurance business, this is good for a long-term investor. Prem Watsa has a strong reputation and has added a lot of value from adding small companies recently, plus he boasts a fine long-term track record. Doesn't own, but buy in dips or hold if you own.

DON'T BUY

Ultimately, when yields rise, income goes up. How much will yields go up? The global economy cannot handle higher interest rates. Insurance companies are doing better, but he does not expect it to last beyond the next 6 months.

DON'T BUY

Sell this and buy a Canadian bank? It's lagged. it's a long-term investment play managed by Prem Watsa. It could take many years for some of his investments to play out. Transparency may not be that clear in some investments. It's trading below NAV. It could take a few years for the stock price to recover. Yes, buy a Canadian bank or lifeco which will benefit from the reopening.

DON'T BUY

The business is completely unpredictable. Not a structural growth story. Highly volatile. Fundamentals do not support it being likened to the Warren Buffett of the north. He likes Jardine Matheson, KKR, BAM, and others.

DON'T BUY

An insurance company that uses the premiums to invest in businesses. The quarterly results of the company can be quite volatile. Has lagged the overall market this year. A stable long term business but there are more attractive opportunities elsewhere.

WEAK BUY

FFH is mostly tied to the underlying market. If the market rises, so will FFH. He expects to perform well in the coming year. Also, FFH's core insurance business continues to perform well. But FFH doesn't offer high growth.

DON'T BUY

He is one of the great value investors. He is not as convinced about the insurance business going forward. The banks would be better but he would even prefer something like a V-N. He does not see great yield or a great growth and he does not see either in FFH-T at current levels.

BUY

They have not done well over the past few years. A contrarian trade. However, he started buying into it 2-3 months ago for return of value. Pretty cheap at 1.8x book value or 34% discount to peers. Underwriting leverage should help them. This moves on the investment merits and they have done well with BB. It probably has some good runway here.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There was a significant drop today but there has been no material news. The company provided $100M to their Helios subsidiary through an insurance arrangement. Largely a hold. Unlock Premium - Try 5i Free

DON'T BUY

It has been trading below book value. It largely trades off its investment portfolio. Right now value investing is out of favour which is what they do with premiums. It is probably a good long term hold. There are other areas in the financial space that offer more visible earnings growth and a higher dividend yield.

STRONG BUY

He really has to like it. It got pummelled in the COVID melt-down and since then it has been working in a rough sideways direction, but it is way below its normal valuations standards while the earnings forecasts have bounced back powerfully. It will also help if interest rates go up. He thinks this stock is cheap.

STRONG BUY

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Fairfax Financial (FFH.TO)