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FFH.TO$2173.00+2.90%
Fair $2173.00+0.0%

FFH.TO

Fairfax Financial Holdings Limited

Financial Services / Insurance - Property & CasualtyToronto

$2173.00

+61.24 (+2.90%)

Fairly Valued+0.0%Fair Value $2173.00Fund rank 26/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 71.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · FFH.TOLocal privado en este navegador · Fairfax Financial Holdings Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$44.8B

P/E

7.8x

↓

EV/EBITDA

N/A

•

ROE

18.0%

↑

Gross Margin

N/A

•

Debt/Equity

0.56

↑
52-Week Range$2173
$2066$2700

TradingView lightweight chart

FFH.TO price, volumen y niveles de valoración

Último $2,173Periodo +805.4%
Fair value: $2,173

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+15.8%

FCF CAGR

—

FCF margin

6.0%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.41B · net income $4.77B · FCF $1.83B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

15.7%-1.5% pts

FCF margin

6.0%+30.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.41B$30.41B$26.96B$25.80B$19.58B
Net Income$4.77B$4.77B$3.87B$4.38B$3.37B
EPS213.78213.78160.56173.2443.49
Net Margin15.7%15.7%14.4%17.0%17.2%
Balance Sheet
Debt/Equity0.560.560.540.470.51
Current Ratio2.552.55———
Cash Flow
Free Cash Flow$1.83B$1.83B$3.59B$-553.5M$-4.84B
Returns
ROE18.0%18.0%16.1%19.1%17.7%
Valuation
P/E7.787.7812.437.4018.58
P/B1.891.892.001.411.11
Growth & Yield
Revenue Growth12.8%12.8%4.5%31.8%—
EPS Growth33.1%33.1%-7.3%298.3%—
Dividend Yield1.0%1.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$192.82

Spread vs growth

36.5%

5Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$233.31

Spread vs growth

31.4%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$375.75

Spread vs growth

27.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -4.2%

Total return

-4.2%

Start / end P/E

14.3x → 10.2x

EPS bridge

160.56 → 213.78

Residual

-9.5%

EPS growth+33.1%
Multiple rerating-28.8%
Dividend+1.0%
Residual / FX / buybacks / cross-term-9.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.