# Helios Fairfax Partners Corporation (HFPC-U.TO) fundamentals

Data as of 2026-09-08. TSX, Canada. Sector: Financial Services / Capital Markets. Price $2.06, market value $223 million.

## Valuation
- **P/E (trailing): 4.2×** (5-yr avg 4.0×, 3-yr avg 4.0×). Helios Fairfax Partners Corporation trades at 4.2× trailing earnings, close to its own five-year average of 4.0×. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 2.4×**. Each dollar of revenue is priced at 2.4×.
- **Price / book: 0.5×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Free-cash-flow yield: 6.9%** (5-yr avg -11.4%). Free cash flow equals 6.9% of the market value, above its five-year average of -11.4%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 23.8%**. The inverse of the P/E: 23.8% of the price is earned each year.

## Profitability
- **Net margin: 68.8%**. 68.8% of each dollar of sales reaches the bottom line.
- **Return on equity: 8.9%**. 8.9% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 11.0%**. Each dollar of assets produces 11.0% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 342.5%**. Revenue grew 342.5% over the last year.
- **EPS growth (1 yr): 168.5%**. Earnings per share rose 168.5%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 3/9**. 3 of 9 checks pass: weak or deteriorating financials.
- **Cash and short-term investments: $11 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend: none**. Helios Fairfax Partners Corporation does not currently pay a dividend.

## Price and momentum
- **Total return (1 yr): 2.5%** (YTD 40.1%, 3-mo 25.6%). The shares are up 2.5% over twelve months including dividends.
- **From 52-week high: -15.9%** (42.1% above the low). Trading 16% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 58**. An RSI of 58 is neutral.
- **Beta (1 yr): 0.28** (volatility 61%). Beta of 0.28 against the S&P/TSX Composite: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=HFPC-U.TO · Page: https://foliofundamentals.com/stocks/hfpc-u.to

Not investment advice.