Suzano S.A.

SUZ • Paper, Lumber & Forest Products

$9.17

▲ +0.02 (+0.22%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$11.32B

Crecimiento

7.6%

Flujo de caja

4/5

Tendencia

Mostly stable

Evidencia

Márgenes estables o en mejora · 26.8%Crecimiento positivo de ingresos · 7.0%Flujo de caja libre positivo · 4.49Flujo de caja libre consistente · 4/5Múltiplo de ganancias razonable · 4.81

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 14 ago 2026, 12:46 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$9.17

Change0.22%

Shares Out1.24B

Market Cap$11.32B

52W Range7.55 - 11.54

Beta0.10

P/E4.26

P/S6.68

P/B1.53

P/FCF-720.71

EV/Sales13.62

EV/EBITDA13.94

Price$9.17

Change0.22%

Shares Out1.24B

Market Cap$11.32B

52W Range7.55 - 11.54

Beta0.10

P/E4.26

P/S6.68

P/B1.53

P/FCF-720.71

EV/Sales13.62

EV/EBITDA13.94

EV/FCF-1,469.18

Earnings Yield23.50%

FCF Yield-0.14%

Dividend Yield0.00%

Gross Margin31.11%

Oper. Margin22.81%

Profit Margin26.75%

Debt/Eq2.43

Current Ratio3.19

Quick Ratio2.59

Revenue 5Y7.57%

Target$12.20

Target Upside33.04%

Target Median$12.20

Target Range11.00 - 13.40

Volume4.44M

Avg Volume3.07M

EPS Surprise-0.01

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

88/100

Fortaleza financiera

Deuda, caja, estabilidad

58/100

Potencial de crecimiento

Ingresos y expansión

50/100

Atractivo del precio

Barata o cara hoy

92/100

Por qué este puntaje▼

Márgenes estables o en mejora · 26.8%Crecimiento positivo de ingresos · 7.0%Flujo de caja libre positivo · 4.49Flujo de caja libre consistente · 4/5Múltiplo de ganancias razonable · 4.81Liquidez saludable · 3.19

Analyst view

Analyst sentiment and price target

SUZ

Analyst sentiment

Based on 1 analyst votes · 2026-09-03

50/100

Neutral

Bullish

Hold

Bearish

Precio objetivo

2026-08-14

Bajo

$11.00

Promedio

$12.20

Mediana

$12.20

Alto

$13.40

Resumen de la compañía

IPO: 11/4/2008

Industria: Paper, Lumber & Forest Products

P/B i: 1.53

Deuda / Patrimonio i: 2.43

Margen operativo: 22.81%

Margen neto: 26.75%

ROE i: -

ROIC: -

Salud financiera

Puntaje12 / 20

Deuda / Patrimonio: 2.43

Ratio corriente: 3.19

Ratio rápido: 2.59

Estado: Good

Advertencias

High debt level

Transacciones internas

Actividad reciente de ejecutivos e insiders

Galhardo Aires

Transacción: 05/27/2026

COMPRA

Cambio

+37,743

Precio

Not reported

Presentación

05/28/2026

Tipo

COMPRA

Lazaretti Douglas Seibert

Transacción: 05/27/2026

COMPRA

Cambio

+36,395

Precio

Not reported

Presentación

05/28/2026

Tipo

COMPRA

Grimaldi Leonardo Barreto de Araujo

Transacción: 05/27/2026

COMPRA

Cambio

+37,743

Precio

Not reported

Presentación

05/28/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Galhardo Aires	COMPRA	+37,743	Not reported	05/27/2026	05/28/2026
Lazaretti Douglas Seibert	COMPRA	+36,395	Not reported	05/27/2026	05/28/2026
Grimaldi Leonardo Barreto de Araujo	COMPRA	+37,743	Not reported	05/27/2026	05/28/2026
Assumpcao Marcos Moreno Chagas	COMPRA	+36,395	Not reported	05/27/2026	05/28/2026
Pinto Maria Luiza de Oliveira	COMPRA	+36,395	Not reported	05/27/2026	05/28/2026
Oliveira Fabio Almeida de	COMPRA	+54,651	Not reported	05/27/2026	05/28/2026
Bueno Luis Renato Costa	COMPRA	+36,395	Not reported	05/27/2026	05/28/2026
Abreu Joao Alberto Fernandez de	COMPRA	+97,824	Not reported	04/30/2026	04/30/2026
Abreu Joao Alberto Fernandez de	COMPRA	—	$47.53	04/17/2026	04/17/2026
Abreu Joao Alberto Fernandez de	VENTA	—	Not reported	04/17/2026	04/17/2026
Abreu Joao Alberto Fernandez de	COMPRA	+21,584	Not reported	03/30/2026	03/31/2026
Galhardo Aires	VENTA	-19,533	Not reported	03/30/2026	03/31/2026
Lazaretti Douglas Seibert	VENTA	-9,141	Not reported	03/30/2026	03/31/2026
Grimaldi Leonardo Barreto de Araujo	VENTA	-16,729	Not reported	03/30/2026	03/31/2026
Assumpcao Marcos Moreno Chagas	VENTA	-9,304	Not reported	03/30/2026	03/31/2026
Pinto Maria Luiza de Oliveira	COMPRA	+8,706	Not reported	03/30/2026	03/31/2026
Oliveira Fabio Almeida de	VENTA	-13,962	Not reported	03/30/2026	03/31/2026
Bueno Luis Renato Costa	VENTA	-16,137	Not reported	03/30/2026	03/31/2026
Feffer Daniel	OTRO	0	Not reported	03/18/2026	03/18/2026
Feffer David	OTRO	0	Not reported	03/18/2026	03/18/2026

Sobre la compañía

Suzano S.A.

Suzano S.A. is a prominent global producer and seller of eucalyptus pulp and paper products, with operations extending internationally from its base in Brazil. Its core business is structured around distinct Pulp and Paper segments. The company's extensive product portfolio includes various types of paper, such as coated and uncoated printing and writing papers, paperboards, and tissue products. Additionally, Suzano supplies market and fluff pulps, along with lignin and its byproducts. Beyond these traditional offerings, Suzano maintains a diverse range of other ventures. These encompass the research, development, and production of biofuel, the operation of port terminals, and involvement in power generation and distribution. The company also engages in the commercialization of equipment, parts, paper, and computer materials. Its internal activities cover business office management, production packaging, and financial fundraising. A significant area of focus is innovation, with substantial investment in biotechnology research and development. This includes the entire lifecycle—from R&D to production, commercialization, and distribution—of wood-based textile fibers, yarns, and filaments derived from cellulose and microfibrillated cellulose. Furthermore, Suzano conducts research into new wood raw materials specifically for the textile industry. Founded in 1924, Suzano S.A. was formerly known as Suzano Papel e Celulose S.A. before adopting its current name in April 2019. The company's headquarters are located in Salvador, Brazil.

Fuente - Link

Competidores

AA AGI ALB CF HMY JHX MOS MP PAAS RGLD

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Suzano (NYSE:SUZ) versus GreenFirst Forest Products (OTCMKTS:ICLTF) Critical Contrast

Suzano (NYSE: SUZ - Get Free Report) and GreenFirst Forest Products (OTCMKTS:ICLTF - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, dividends, profitability, risk, earnings, analyst recommendations and institutional ownership. Valuation and Earnings This table compares Suzano and

Defense World

Suzano: Hardwood Price Improvement A Little Capped

Suzano (SUZ) shows EBITDA growth driven by pulp price increases, though input cost inflation and muted volumes temper gains. Price upside for SUZ is structurally capped by expanded Chinese hardwood pulp capacity kick-in and softwood substitution, limiting acceleration of deleveraging. Operational improvements—hedges, reduced downtime, and sourcing deals—should lower cash costs and support improvements, deleveraging now at ~3% per quarter.

Seeking Alpha

Suzano Q2 Earnings Call Highlights

Suzano NYSE: SUZ reported second-quarter 2026 results marked by stronger free cash flow, higher pulp prices and improved paper sales volumes, while geopolitical volatility, inflation in oil-linked inputs and maintenance-related disruptions weighed on costs and operations.

MarketBeat

Suzano S.A. (SUZ) Q2 2026 Earnings Call Transcript

Seeking Alpha

Suzano Reports Adjusted EBITDA of R$4.7 Billion in the Second Quarter of 2026

SAO PAULO--(BUSINESS WIRE)--Suzano, the world's largest pulp producer, announces its results for the second quarter of 2026 (2Q26), reporting higher prices, stronger volumes and improvements in Adjusted EBITDA and operating cash generation compared to the previous quarter. The quarterly results reflect the competitiveness and resilience of Suzano's operations in a quarter marked by foreign exchange headwinds and pressure on input costs driven by higher oil prices affecting the industry as a who.

Business Wire

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-29	0.666	0.66	-0.006
2026-02-10	-0.0869	0.02	0.1069
2025-11-06	0.3234	0.29	-0.0334
2025-08-06	0.2491	0.71	0.4609
2025-05-08	0.876	0.87	-0.006
2024-10-24	0.572	0.46	-0.112
2024-08-08	-0.69453	-0.56	0.13453
2024-05-09	-0.04996	0.03	0.07996
2023-10-26	-0.08	-0.12	-0.04
2023-08-02	0.98	0.79	-0.19
2022-10-27	0.46	0.79	0.33
2022-07-27	-0.23	0.03	0.26