Added to YB: 2025-11-12
Pitch date: 2025-11-06
IFC.TO [neutral]
Intact Financial Corporation
+5.35%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Intact Financial Corporation, through its subsidiaries, provides property and casualty insurance products to individuals and businesses in Canada, the United States, the United Kingdom, and internationally.
Market Cap
CAD 49.8B
Pitch Price
CAD 268.19
Price Target
N/A
Dividend
1.90%
EV/EBITDA
11.09
P/E
16.79
EV/Sales
1.85
Sector
Insurance
Category
N/A
Keepin' it Intact
IFC.TO: CEO granted 420K stock options worth $10-15MM (strike $276.66), unusual for Intact which rarely uses options. Vests at price hurdles $415-$553 by 2030. Could signal retention concerns or CEO bullishness given strong M&A track record (20% IRR, $12B deployed). Stock trades 2.6x book, 15x PE.
Read full article (3 min)