Professional
Added to YB: 2025-12-30
Pitch date: 2025-05-05
FRFHF [bullish]
Fairfax Financial Holdings Limited
+20.88%
current return
Author Info
Cedar Street Research delivers unique insights by leveraging an unconventional approach to financial analysis, combining the power of historical trends with bespoke data in order to uncover deep, actionable predictions about the future. We specialize in insurance companies, but extend our services to banks and specialty finance firms as well. 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 41.5B
Pitch Price
CAD 2.2K
Price Target
N/A
Dividend
0.79%
EV/EBITDA
6.61
P/E
9.14
EV/Sales
1.33
Sector
Insurance
Category
value
FairFax Financial Holdings Limited: Under Appreciated, Mini Berkshire Hathaway, Patient M&A Strategy, Global Diversification and Conservative Reserve Practices
FRFHF: Global insurer trades 9.2x P/E, 50% discount to peers despite 9.2% net premium CAGR 2021-24 & $5.2B underwriting profit. Book value rose $478→$1,060 (2020-24). Conservative reserves, 83% investment grade portfolio, 25% debt/equity. Risks: Crum & Forster underperformance, trapped capital.
Read full article (6 min)