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 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

COMMENT

Has followed this company for a long time and has owned it in the past. A unique company which makes it hard to value. He would look at price to book. Historically, they have been a disciplined underwriter of insurance which may mean their stated book value is understated. The underwriting business has become very difficult. It is probably still undervalued.

TOP PICK

It is a bet on the investing acumen of the management team. The insurance business is firing on all cylinders. They have strong revenue growth. You are going to see strong growth in book value. They are currently trading at a discount of 30% to book value. (Analysts’ price target is $515.54)

HOLD

It is not a stock he has paid attention to in the past but he is starting to notice it. They invest in distressed value stocks and are contrarian. Now is the time that the sun might start to come out for them. He bought some recently to play the value recovery.

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Fairfax Financial (FFH.TO)