Fairfax Financial Holdings Limited
FRFHF
Market Cap$38.95B
Close$
Earnings Call Q2 2025
August 1, 2025 - AI Summary
Strong Earnings Performance: Fairfax reported net earnings of $1.4 billion for Q2 2025, an increase from $915 million in Q2 2024, bringing total net earnings for the first half of 2025 to $2.4 billion. This demonstrates substantial growth in profitability year-over-year (YOY).
Revenue Growth in Insurance: The company¡¯s insurance and reinsurance operations generated operating income of $1.1 billion, with strong underwriting income of $427 million and total gross premiums written of $9.1 billion in Q2 2025¡ªup 2.6% from Q2 2024. This highlights strong performance in a competitive market.
Mixed Investment Gains: Fairfax recorded net gains on investments of $952 million in Q2, largely driven by a strong $800 million in equity gains. However, share profits from associates decreased to $131 million from $221 million a year prior, reflecting challenges in some of its investments such as mark-to-market losses in the Waterous Energy Fund.
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$911.07
47.4% downside
Current Fair Value
47.4% downsideOvervalued by 47.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $38.95 Billion |
|---|---|
| Enterprise Value | $42.39 Billion |
| Dividend Yield | $15.00 (0.91%) |
| Earnings per Share | $173.41 |
| Beta | 0.85 |
| Outstanding Shares | 15,842,430 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 8.28 |
|---|---|
| PEG | 14.52 |
| Price to Sales | 0.71 |
| Price to Book Ratio | 0.91 |
| Enterprise Value to Revenue | 1.1 |
| Enterprise Value to EBIT | 6.25 |
| Enterprise Value to Net Income | 9 |
| Total Debt to Enterprise | 0.31 |
| Debt to Equity | 0.51 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Fairfax Financial Holdings Ltd.
CEO: Vivian Prem Watsa Fairfax Financial Holdings Ltd. engages in the provision of property and casualty insurance, and reinsurance and investment management. It operates through the following segments: Insurance and Reinsurance, Runoff, and Other. The Insuran...