Professional
Added to YB: 2025-10-29
Pitch date: 2025-10-27
FFH.TO [neutral]
Fairfax Financial Holdings Limited
+4.84%
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 2.3K
Price Target
N/A
Dividend
0.92%
EV/EBITDA
5.95
P/E
7.91
EV/Sales
1.20
Sector
Insurance
Category
value
Alphyn Capital Management Portfolio Holding: Fairfax Financial Holdings Limited
FFH.TO (holding update): BV/share up 10.8% YTD to $1,158 on 93.3% combined ratio. Established higher, durable earnings baseline post-2021 with predictable income streams (interest, dividends, underwriting). Since 2021: $6.5B capital deployment ($3.2B buybacks cutting shares 17%, $3.3B minority stakes). Counter-cyclical discipline positioning for softening hard market.
Read full article (1 min)