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Insurance Canadian Investing Ideas
Trisura Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into US Surety Market Will Strengthen Future Operations
Key Takeaways Expansion into U.S. Surety market and strategic exits from underperforming lines point to potential significant revenue and margin growth. Investment income growth and inorganic growth opportunities could boost earnings, enhance shareholder equity and improve operational focus.
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CA$52.75
FV
15.1% undervalued
intrinsic discount
6.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
37 minutes ago
author updated this narrative
Fairfax Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In Sleep Country And Gulf Insurance May Shape Future Prospects Despite Risks
Key Takeaways Strategic investments and acquisitions are set to enhance operational scale and diversify revenue sources, positioning Fairfax for future earnings growth. International expansion and disciplined investment strategies in burgeoning markets promise premium revenue growth and long-term earnings potential.
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CA$2.51k
FV
3.0% undervalued
intrinsic discount
4.54%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
about 2 hours ago
author updated this narrative
Definity Financial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Exiting Unprofitable Auto Business And Broker Platform Expansion Will Strengthen Position In Canada's Insurance Market
Key Takeaways Strategic broker platform investment and organic growth are set to enhance revenue through increased premiums, supporting earnings growth. Improved profitability through exit from loss-making operations and operational efficiency will drive higher operating ROE and earnings growth.
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CA$80.60
FV
4.3% undervalued
intrinsic discount
14.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 2 hours ago
author updated this narrative
Fairfax Financial Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Catastrophic Losses And Fintech Gap Will Harm Prospects
Key Takeaways Increasing exposure to catastrophic events, climate risks, and reinsurance costs threatens sustained underwriting profitability and pressures long-term margins and earnings. Lagging digital transformation and reliance on traditional investment strategies heighten vulnerability to market shifts, technological disruption, and unpredictable emerging market risks.
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CA$1.61k
FV
51.4% overvalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 3 hours ago
author updated this narrative
Power Corporation of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Buybacks, 9% Dividend Increase And Platforms Will Unlock Capital
Key Takeaways Anticipated earnings growth at key subsidiaries and strong cash generation could lead to future earnings stability and increased investor confidence. Strategic actions like increased dividends, share buybacks, and new partnerships are expected to boost earnings per share and profitability.
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CA$54.88
FV
0.2% undervalued
intrinsic discount
8.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
about 3 hours ago
author updated this narrative
Great-West Lifeco
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Empower's Expansion Will Attract New Customers And Strengthen Core Segments
Key Takeaways Strong U.S. growth, particularly in the Empower segment, is driven by wealth and retirement focus, enhancing future revenue and earnings. Strategic acquisitions and disciplined capital deployment support long-term growth and strengthen core segments, benefiting net margins and earnings.
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CA$53.89
FV
2.4% undervalued
intrinsic discount
5.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
about 3 hours ago
author updated this narrative
Sun Life Financial
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expansion In Asia And Digital Initiatives Will Drive Future Efficiency
Key Takeaways Expansion in Asia and strong SLC Management performance promise revenue growth through enhanced sales and increased management fees. Digital initiatives and U.S. business adjustments are expected to boost efficiency, margins, and earnings, alongside enhanced earnings per share from share buybacks.
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CA$89.25
FV
4.6% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
about 3 hours ago
author updated this narrative
Intact Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In AI And Data Capabilities Will Sustain Underwriting Profit
Key Takeaways Strategic acquisitions and digital investments bolster growth, enhancing scale, distribution income, and positively impacting earnings and net margins. AI implementation for optimized underwriting aims to sustain profit, while proactive measures support strong combined ratios and stabilize earnings.
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CA$326.69
FV
7.3% undervalued
intrinsic discount
-7.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 3 hours ago
author updated this narrative
Fairfax Financial Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Emerging Markets Will Shape Insurance Amid Risks
Key Takeaways Fairfax's global expansion and advanced digital strategies could drive sustained premium growth and improved underwriting profitability across diverse markets. Strong investment portfolio management and disciplined capital allocation may significantly boost earnings and long-term intrinsic value.
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CA$2.91k
FV
16.3% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 3 hours ago
author updated this narrative
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