FRFHF

$1,617.01-$13.99 (-0.86%)live

Change+$1124.88

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.

Metric	Historical average			My assumptions
Metric	1 year	5 years	10 years	Low	Mid	High
ROIC %	17.8%			—	—	—
Rev. Growth %	6.9%	8.9%		Rev. Growth Low%	Rev. Growth Mid%	Rev. Growth High%
Profit Margin %	16.0%	15.4%	9.7%	Profit Margin Low%	Profit Margin Mid%	Profit Margin High%
Free Cash Flow Margin %	7.9%	3.6%	3.7%	Free Cash Flow Margin Low%	Free Cash Flow Margin Mid%	Free Cash Flow Margin High%
Exit P/E	—	—	—	Exit P/E Low×	Exit P/E Mid×	Exit P/E High×
Exit P/FCF	—	—	—	Exit P/FCF Low×	Exit P/FCF Mid×	Exit P/FCF High×
Desired Annual Return %	—	—	—	Desired Annual Return Low%	Desired Annual Return Mid%	Desired Annual Return High%

Low

Multiple of earnings (P/E): $1,568.53
IRR at today’s price (P/E): +0.4%
Fair buy price today (P/E): $896.38
Multiple of cash flow (P/FCF): $716.55
IRR at today’s price (P/FCF): -13.1%
Fair buy price today (P/FCF): $367.37

At today's price, your expected annual return is +0.4% on the P/E track.

Mid

Multiple of earnings (P/E): $1,954.98
IRR at today’s price (P/E): +4.7%
Fair buy price today (P/E): $1,136.34
Multiple of cash flow (P/FCF): $1,038.43
IRR at today’s price (P/FCF): -7.0%
Fair buy price today (P/FCF): $567.23

At today's price, your expected annual return is +4.7% on the P/E track.

High

Multiple of earnings (P/E): $2,341.43
IRR at today’s price (P/E): +8.4%
Fair buy price today (P/E): $1,376.29
Multiple of cash flow (P/FCF): $1,417.62
IRR at today’s price (P/FCF): -1.5%
Fair buy price today (P/FCF): $802.68

At today's price, your expected annual return is +8.4% on the P/E track.

Current price: $1,617.01Annual dividends: $16.78/shareNet cash / debt per share: -$141.15FMP DCF cross-reference: $7,666.10

Held · Bookmarked

0 · 0

portfolios · users

Avg position size

—

of holders' portfolios

13F filers

institutions

52-week range

$1,500.00 – $1,949.00

26% from low

Exchange

OTC Link

P/E LTM (FWD)

7.9 (8.6)

Run the fair-value model →

P/S (TTM)

0.8

EV / FCF (TTM)

1306

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$32.4B	-2.9%	$188.31	$138.60–$233.89	8.6×	2
2027	$33.5B	+3.5%	$197.80	$136.68–$263.66	8.2×	2
2028	$37.3B	+11.3%	$198.07	$198.07–$198.07	8.2×	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 6 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-30	$0.85	$0.63	-25.8%
2026-04-30	$36.17	$31.11	-14.0%
2026-02-19	$0.52	$0.58	+9.7%
2025-11-06	$41.00	$52.04	+26.9%
2025-07-31	$60.25	$61.61	+2.3%
2025-05-01	$31.92	$42.70	+33.8%
2025-02-13	$43.72	$50.42	+15.3%
2024-10-31	$34.06	$42.62	+25.1%

DCF fair valuemodel estimate

Intrinsic value

$7666.10

Price

$1617.01

Implied upside

+374%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
FRFHFFairfax Financial Holdings Limited	$1617.01	-0.86%	$33.3B	—
ARGO-PAArgo Group International Holdings, Ltd.	$25.43	+0.04%	$331	—
CBChubb Limited	$341.86	+0.00%	$131.9B	—
DGICADonegal Group Inc.	$19.45	+0.00%	$717M	—
DGICBDonegal Group Inc.	$25.04

FAIRFAX FINCL HLDG S/VTG

Held by traders on TradeandTell

No one on the platform currently holds FRFHF.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in FRFHF as of their last filing.

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Dividend history

TTM yield · 2.78% ($45.00/share)

Ex-date	Per share	Pay date
2026-01-15	$15.0000	2026-01-22
2025-01-16	$15.0000	2025-01-23
2024-01-17	$15.0000	2024-01-25

Recent trades on TradeandTell

No one on the platform has traded FRFHF yet.

$FRFHF chatter on StockTwits

ValueWalk@valuewalkJun 8
Prem Watsa: Corruption at highest levels in India has disappeared - $FRFHF $FFH $$ http://stks.co/q2FL7
View on StockTwits ↗
ValueWalk@valuewalkJun 2
GameStop Corp. Announces Agreement to Acquire Geeknet, Inc. - $GME $FRFHF $FFH $AAPL $XCORP $META http://stks.co/h2To9
View on StockTwits ↗
Dre76879i@dre6567May 28
"@valuewalk Frank Martin At 2015 Ivey Value Investing Conference [Video Transcript] http://stks.co/j2R3X $FRFHF" insightful
View on StockTwits ↗
ValueWalk@valuewalkMay 27
Fairfax Financial Ltd Chief Prem Watsa Tells His 'Horatio Alger' Story http://stks.co/g2QVo $FRFHF
View on StockTwits ↗
ValueWalk@valuewalkMay 19
Frank Martin At 2015 Ivey Value Investing Conference [Video Transcript] http://stks.co/h2N65 $FRFHF
View on StockTwits ↗
ValueWalk@valuewalkApr 24
Bank Investments; Nate Tobik At The Fairfax Shareholder Dinner [Video + Slides] http://stks.co/c26bO $FRFHF http://stks.co/b26Tn
View on StockTwits ↗
ValueWalk@valuewalkApr 2
It's Fairfax Financial Holdings' Time To Shine As Company's Strategy Gathers Supporters http://stks.co/j24G1 $FRFHF $FFH.TSX
View on StockTwits ↗
ValueWalk@valuewalkMar 31
Bank of Ireland Shares Drop As Watsa's Fairfax Prunes Stake http://stks.co/s1mFR $IRE $FRFHF
View on StockTwits ↗
ValueWalk@valuewalkMar 10
The Top 5 Value Investing Forums That Will Inspire And Educate http://stks.co/a1rmy $FRFHF @Jae_Jun
View on StockTwits ↗
Edward Rooster@edwardroosterFeb 25
"@valuewalk: The Art Of A Deal: Fairfax, Valeant Take Different Approaches http://stks.co/j1qzl $FRFHF $BRIT $BHC"
View on StockTwits ↗
ValueWalk@valuewalkFeb 25
The Art Of A Deal: Fairfax, Valeant Take Different Approaches http://stks.co/i1qni $FRFHF $BRIT $BHC
View on StockTwits ↗
ValueWalk@valuewalkFeb 13
Prem Watsa Warns On China; Says U.S. In Deflation http://stks.co/p1UXz $FXI $GREK $FRFHF $TCKGY $TLT $TBT http://stks.co/r1ULQ
View on StockTwits ↗
Bav111@Bav111Feb 12
$FRFHF Earnings After the Bell Tonight
View on StockTwits ↗
FilingsAnalysis@FilingsAnalysisJan 22
$FRFHF, 13G filed by Baillie Gifford & Co http://stks.co/c1X1B
View on StockTwits ↗
BValue@BValueJan 21
@valuewalk: Longleaf Partners Letter 2014 Reminiscent of the late 1990s http://stks.co/h1auY $FDX $BRK.A $BRK.B $VIVHY $FRFHF $MUR $CHK $)
View on StockTwits ↗

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