TSE:IFC

Intact Financial (IFC.TO)

275.92
+4.39 (1.62%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
379 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Intact Financial (IFC-T) has been described by various analysts as a solid player in the P&C insurance market, yet it faces mixed sentiments regarding its recent performance and valuation. While it boasts a strong historical growth trajectory and good management, some experts caution about its current positioning, particularly its price-earnings and price-to-book ratios which are viewed as either high or stretched. Analysts highlighted its potential for generating shareholder returns, especially during market pullbacks, positioning it as a hold or a buy on dips. Despite some negative reactions to revenue growth and external market dynamics impacting valuations, IFC-T is considered a long-term hold, benefiting from its robust fundamentals in a defensive market context, although concerns about growth sustainability persist.

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Consensus
Hold
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Valuation
Fair Value
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Similar
TM,
BUY

Likes this one, especially when you compare it to some of the other Canadian insurers. The beta is very low versus the TSX. 2.6% dividend yield with a growth rate over the next 3 years of about 9%.

PAST TOP PICK

(A Top Pick June 14/11. Up 20.39%.) Brilliant management. If you like blue chip companies, this is one you should Buy. 2.5% dividend yield.

PAST TOP PICK
(A Top Pick Sept 22/11. Up 17.5%.) Defensive because they have a decent dividend and a P&C insurer. Have been growing pretty well. Just made an acquisition that is going to increase their market share in specialty insurance. Still likes.
PAST TOP PICK
(A Top Pick May 18/12. Down 0.73%.) Came down to its trend line about 2 weeks ago which was the perfect place to buy. Great story.
TOP PICK
(A Top Pick Sept 22/11. Up 15.43%.) He looks for names that can grow, even in this kind of environment. This one is defensive but also has really good growth qualities. Very fragmented market place where they can still grow by acquisitions. Quarter over quarter their EPS was up 17%.
PAST TOP PICK
(A Top Pick June 14/11. Up 13.29%.) Properties/casualty insurance. Very strong company and very strong management. This is a long-term hold.
TOP PICK
Has been a great performer and it looks like that trend will continue.
PAST TOP PICK
(A Top Pick. June 14/11. Up 19.37%.) Superb property/casualty company. Recently acquired the Ontario high risk motor insurance business of Westaim (WED-T).
PAST TOP PICK
(A Top Pick Sept 22/11. Up 14.85%.) Still buying. Property/casualty insurers are a great place to be. Very defensive. This company has great return on equity relative to the industry.
PAST TOP PICK
(A Top Pick March 2/11. Up 30.6%.) Acquired a European subsidiary, which then merged in with their own operations. Very well managed.
TOP PICK
Great trend. Did report a great earnings report recently. Blew away previous good report by 14%. It is in fact touching the trend line so it is a good time to buy.
TOP PICK
Property/casualty insurance. Marvellously run. Has just expanded by 40% by acquiring a Canadian subsidiary of a French company. Still motivated to buy up many more subsidiaries.
BUY
One of the best-managed financials in Canada. Good long-term hold. He prefers the one from top picks tonight, but there is no problem with this one.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 3.43%.)
BUY
Earnings are soaring on this company and the forecasts for 2012 are doing quite well. Doesn't appear to have stepped on any land mines. Yield of 2.6% is not exciting. His upside target is as much as $70.
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