Fairfax Financial Holdings FFH.TO
Fairfax Financial Holdings is a Canadian-based insurance and investment holding company that operates in property and casualty insurance globally and manages a diversified investment portfolio. Fairfax Financial trades at a P/E of 7.79 and a P/B adjusted for ROE of 0.75, suggesting an attractive valuation, but revenue growth is negative (-0.50%) and momentum is weak (3.53). The potential divestment in IIFL Finance could free up capital, but there are no clear catalysts in the short term.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Fairfax Financial Holdings is a Canadian-based insurance and investment holding company that operates in property and casualty insurance globally and manages a diversified investment portfolio. Fairfax Financial trades at a P/E of 7.79 and a P/B adjusted for ROE of 0.75, suggesting an attractive valuation, but revenue growth is negative (-0.50%) and momentum is weak (3.53). The potential divestment in IIFL Finance could free up capital, but there are no clear catalysts in the short term.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.0 |
| Quality / Moat | 6.6 |
| Valuation | 7.8 |
| Growth | 4.5 |
| Dividend | 3.2 |
| Momentum | 3.5 |
| Risk & Context | 8.5 |
OVERALL SCORE: 6.4/10
Context and risks
Fairfax has exposure to emerging markets, including India (IIFL Finance) and other holdings in Asia and Africa, with governance and currency risk. Domicile in Canada (moderate governance) adds a small jurisdictional risk factor.
News considered in the analysis
- Blackstone explores stake in India’s IIFL Finance – report — La posible venta de la participación de Fairfax en IIFL Finance a Blackstone podría liberar capital y simplificar el holding, pero es un rumor en fase inicial.
- Market Chatter: Blackstone Eyes Stake in India's IIFL Finance as Fairfax Financial Looks to Exit — Confirma el interés de Blackstone y la intención de Fairfax de desinvertir; el impacto positivo depende de que se cierre a una valoración atractiva.
- Fairfax Financial Holdings (TSX:FFH) Following A Pullback Is The Undervalued Narrative Still Intact — Artículo de opinión de Simply Wall St. sin información nueva; repite la narrativa de infravaloración ya conocida.
- Fairfax Financial Holdings (TSX:FFH) Stock Still Looks Below Fair Value On Earnings — Análisis genérico de valoración sin datos nuevos; no aporta información relevante.
- Fairfax Financial Q2 Earnings Call Highlights — Resumen de la conferencia de resultados del Q2; sin titulares específicos que indiquen un evento material no descontado.
Verdict: Hold; the valuation is attractive but growth and momentum are weak, and the potential sale of IIFL Finance is an uncertain catalyst.
Main risk: The main risk is exposure to emerging markets (especially India) and dependence on the performance of its investment portfolio, which can be affected by volatility in interest rates and currencies.
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