Added to YB: 2026-10-14
Pitch date: 2026-10-11
FFH.TO [bullish]
Fairfax Financial Holdings Limited
+6.56%
current return
Author Info
No bio for this author
Company Info
Fairfax Financial Holdings Limited, through its subsidiaries, provides property and casualty insurance and reinsurance, and investment management services in Canada, the United States, the Middle East and Asia, and internationally.
Market Cap
CAD 31.5B
Pitch Price
CAD 2.3K
Price Target
N/A
Dividend
0.95%
EV/EBITDA
5.92
P/E
7.73
EV/Sales
1.17
Sector
Insurance
Category
value
Adding to Our Portfolio - Fairfax Financial Holdings Limited
FFH.TO (added to position): Fairfax combines insurance float with Prem Watsa’s capital allocation to fund investments and acquisitions, a Berkshire-like flywheel with more room to deploy capital at its smaller scale. Shareholders have earned 19.5% annually since 1985, while the shares trade below their recent average EV/EBIT and recent buybacks have been heavy. With Fairfax targeting 15% annual intrinsic-value growth, an order was entered for 13 shares at a CAD 2,300 limit, a roughly $20,000 addition.
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