Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
FFH.TO [neutral]
Fairfax Financial Holdings Limited
-0.86%
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 the United States, Canada, the Middle East, Asia, and internationally.
Market Cap
CAD 36.4B
Pitch Price
CAD 2.5K
Price Target
N/A
Dividend
0.92%
EV/EBITDA
5.95
P/E
7.91
EV/Sales
1.20
Sector
Insurance
Category
value
Boudreau Capital Portfolio Review - Fairfax Financial Holdings Limited
FFH.TO (holding update): Fairfax Financial trading at 10x earnings with ~15% ROE. Earning $2.5B in interest (5.2% yield) on float, strong underwriting profits under Peter Clarke. Led by Prem Watsa with impressive 19.7% CAGR since 1985. Higher interest rates making float more valuable. Still cheap despite being a two-bagger.
Read full article (1 min)