Added to YB: 2025-11-07
Pitch date: 2025-11-03
FFH.TO [bullish]
Fairfax Financial Holdings Limited
+11.35%
current return
Author Info
Berczy Park Capital is a private family office in Toronto, Canada. Sign up for the newsletter.
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 2.2K
Price Target
N/A
Dividend
0.92%
EV/EBITDA
5.95
P/E
7.91
EV/Sales
1.20
Sector
Insurance
Category
value
Fairfax Financial Seasonality Opportunity
FFH.TO: worst relative performance in 11 years despite no hurricane losses. Trading at half Intact's valuation with similar ROE. Active buybacks above current price + potential minority buyouts in Allied/Odyssey could accelerate per-share growth. Entering seasonally strong period (avg +12% Nov). Q3 Nov 6 may beat low analyst estimates ($59 vs $44 mean). New book 'The Fairfax Way' could attract Berkshire/Markel investors, reducing supply.
Read full article (3 min)