Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ) trades at $7.95 with AI Score 49/100 (Grade C). Suzano S. A. Market cap: $9.82B, Sector: Basic materials.
Price live · AI analysis from Jun 14, 2026SUZ stock analysis for 2026: Analysts have set a consensus price target of $13.40 for Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company, suggesting 68.7% upside from the current price of $7.95. The AI MoonshotScore is 49/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
SUZ: the 1 perspectives are evenly split.
How is this calculated? →Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ) Materials & Commodity Exposure
Suzano S.A. stands as a prominent player in the global pulp and paper industry, specializing in eucalyptus-based products, with a strong focus on sustainability and innovation that differentiates it from competitors.
What Is the Investment Thesis for SUZ?
Suzano S.A. presents a robust investment thesis characterized by strong financial metrics, including a market capitalization of $9.82B, a P/E ratio of 4.8, and a profit margin of 23%. The company's ongoing commitment to sustainability and innovation positions it favorably within the growing global demand for eco-friendly products. Key growth catalysts include the increasing demand for pulp and paper products driven by e-commerce and packaging needs, alongside its diversification into biofuels and biotechnology. Suzano's strategic initiatives to enhance production efficiency and expand its product offerings are expected to drive revenue growth in the coming years. However, potential risks include fluctuations in raw material prices and regulatory changes affecting environmental practices. Investors should closely monitor these factors as they assess the company's future performance.
Based on FMP financials and quantitative analysis
SUZ Key Highlights
- Market capitalization of $9.82B, indicating strong market presence.
- P/E ratio of 4.8, suggesting attractive valuation compared to industry peers.
- Profit margin of 23.0%, reflecting efficient cost management and operational effectiveness.
- Gross margin of 30.8%, exceeding industry averages, showcasing competitive pricing power.
- Dividend yield of 2.70%, providing a return to shareholders amidst growth initiatives.
Who Are SUZ's Competitors?
SUZ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| PAAS Pan American Silver Corp. explores, develops, extracts, processes, refines, and reclaims silver, gold, zinc, lead, and copper mines. The company | $45.20 | -2.34% | $19.05B | 59 |
| ALB Albemarle Corporation | $133.84 | -1.27% | $15.78B | 54 |
| AA Alcoa Corporation | $50.10 | +2.92% | $13.22B | 54 |
| CF CF Industries Holdings, Inc. | $114.05 | +3.17% | $17.52B | 99 |
| AGI Alamos Gold Inc., through its subsidiary Alamos gold holding oorperatief u.a., operates in the gold industry. The company | $31.68 | +0.30% | $13.30B | 61 |
| KEWL Keweenaw Land Association, Limited | $51.25 | +0.49% | $57.72M | 59 |
| GLT Glatfelter Corporation | $21.05 | +0.00% | $73.67M | 59 |
| WFG West Fraser Timber Co. Ltd. | $67.69 | -2.80% | $5.15B | 54 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SUZ's Key Strengths?
- Strong market position in the pulp and paper industry.
- Diverse product offerings catering to various sectors.
- Commitment to sustainability and eco-friendly practices.
- Established brand with a long history and reputation.
What Are SUZ's Weaknesses?
- High dependency on raw material prices, which can fluctuate.
- Potential exposure to regulatory changes affecting environmental practices.
- Limited market presence in certain international regions.
- Capital-intensive operations requiring significant investment.
What Could Drive SUZ Stock Higher?
- Expansion into new international markets expected to enhance revenue streams by 2025.
- Continued investment in R&D for sustainable products driving innovation and market differentiation.
- Strong demand for eco-friendly packaging solutions supporting revenue growth in the pulp and paper segment.
- Launch of new biofuel products anticipated to tap into the growing renewable energy market by 2027.
- Strategic partnerships with textile manufacturers to develop wood-based fibers enhancing product offerings.
What Are the Key Risks for SUZ?
- Financial-distress signal — its Altman Z-Score of 1.28 sits in the distress zone (elevated bankruptcy risk).
- Fluctuations in raw material prices could impact profit margins and operational costs.
- Regulatory changes related to environmental practices may impose additional compliance costs.
- Economic downturns could reduce demand for paper products, affecting sales.
- Currency exchange rate volatility may impact profitability for ADR holders.
What Are the Growth Opportunities for SUZ?
- Expansion into Biofuels: Suzano's research and development in biofuels represents a significant growth opportunity. The global biofuel market is projected to reach $218.7 billion by 2027, driven by increasing energy demands and sustainability initiatives. Suzano's expertise in eucalyptus biomass positions it to capture a share of this growing market, enhancing its revenue streams over the next five years.
- Diversification into Wood-Based Textiles: The market for wood-based textile fibers is expanding, with a projected growth rate of 12% annually. Suzano's ongoing R&D efforts in cellulose and microfibrillated cellulose aim to create innovative textile solutions, tapping into the rising consumer preference for sustainable fashion. This diversification could contribute significantly to the company's revenue by 2028.
- Increased Demand for Packaging Solutions: The surge in e-commerce has led to heightened demand for sustainable packaging solutions. Suzano's capabilities in producing paperboards and tissue papers align with this trend, positioning the company to benefit from the projected growth of the global packaging market, which is expected to reach $500 billion by 2026.
- Technological Advancements in Production: Suzano's commitment to innovation includes investing in advanced manufacturing technologies that enhance production efficiency. By adopting Industry 4.0 practices, the company aims to reduce operational costs and improve product quality, potentially increasing its market share in the pulp and paper sector over the next few years.
- Global Market Expansion: Suzano's international presence provides an opportunity for growth in emerging markets where demand for paper and pulp products is increasing. By strategically entering new geographic markets, the company can leverage its existing capabilities and brand reputation to capture additional market share by 2025.
What Opportunities Does SUZ Have?
- Expansion into biofuels and sustainable energy solutions.
- Growth in demand for eco-friendly packaging materials.
- Increasing market for wood-based textile fibers.
- Technological advancements enhancing production efficiency.
What Threats Does SUZ Face?
- Intense competition from both domestic and international players.
- Economic downturns impacting demand for paper products.
- Regulatory pressures related to environmental sustainability.
- Fluctuations in currency exchange rates affecting profitability.
What Are SUZ's Competitive Advantages?
- Strong focus on sustainability differentiates Suzano in the market.
- Established brand reputation built over nearly a century.
- Diverse product portfolio reduces dependency on a single revenue stream.
- Innovative R&D capabilities foster continuous product development.
What Does SUZ Do?
Founded in 1924, Suzano S.A. has evolved from a traditional paper manufacturer into a comprehensive provider of eucalyptus pulp and paper products. Headquartered in Salvador, Brazil, the company operates through two main segments: Pulp and Paper. Suzano's product portfolio includes coated and uncoated printing and writing papers, paperboards, tissue papers, and market and fluff pulps, alongside lignin and its byproducts. The company has also diversified its operations to include biofuel research and production, port terminal operations, power generation, and distribution, as well as biotechnology research. In April 2019, Suzano rebranded from Suzano Papel e Celulose S.A. to reflect its broader scope and commitment to innovation. With a workforce of approximately 35,000 employees, Suzano has established a significant presence in both domestic and international markets, emphasizing sustainable practices in its operations. The company's strategic focus on research and development has positioned it to explore new frontiers in wood-based textile fibers and advanced cellulose products, further enhancing its competitive edge in the industry.
What Products and Services Does SUZ Offer?
- Produce and sell eucalyptus pulp and paper products.
- Offer a variety of paper products, including coated and uncoated papers.
- Engage in biofuel research and production.
- Operate port terminals for logistics and distribution.
- Generate and distribute power as part of its operations.
- Conduct biotechnology research for innovative applications.
How Does SUZ Make Money?
- Generate revenue through the sale of pulp and paper products.
- Diversify income streams via biofuel and biotechnology initiatives.
- Leverage port terminal operations for logistical efficiencies.
- Engage in R&D to develop new products and enhance existing offerings.
What Industry Does SUZ Operate In?
The paper and forest products industry is experiencing significant transformation, driven by sustainability trends and increasing demand for eco-friendly materials. As global awareness of environmental issues rises, companies like Suzano S.A. are well-positioned to capitalize on this shift by offering sustainable products. The industry is projected to grow steadily, with the global pulp market expected to reach $90 billion by 2027. Suzano's focus on eucalyptus-based products allows it to leverage its competitive advantages in sustainability and innovation, setting it apart from traditional competitors.
Who Are SUZ's Key Customers?
- Commercial printers and publishers requiring high-quality paper products.
- Packaging companies seeking sustainable materials.
- Textile manufacturers interested in wood-based fibers.
- Energy companies looking for biofuel solutions.
How Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company Is Valued
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company carries a market capitalization of $9.82B, placing it in the mid-cap category. Relative to its peer group, SUZ's quantitative score of 49/100 is below the peer average of 65/100.
ROE 25%Key Financial Metrics
Return on equity for Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company stands at 25.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.9%, showing how much profit it generates from its asset base. SUZ trades at a trailing price-to-earnings ratio of 4.76, below the Basic Materials sector average of ~22x. Its free cash flow yield is 8.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.51 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 22.6%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.28 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company revenue of about $56.45B for fiscal 2026, with EPS near $7.32. The estimate reflects 7 contributing analysts.
SUZ Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Suzano's future prospects, signaling potential undervaluation.
- Community sentiment indicates a growing belief in the sustained demand for pulp, driven by packaging and hygiene product consumption.
- Market perception views Suzano as a beneficiary of global supply chain disruptions, potentially leading to increased market share.
- Bullish community members highlight Suzano's strong position in the eucalyptus pulp market, anticipating continued growth.
Bear Case
- Some insiders may be selling shares to rebalance their portfolios, not necessarily reflecting a negative outlook on Suzano.
- Bearish community members express concern over potential price volatility in the pulp market, impacting Suzano's profitability.
- Market perception acknowledges increased competition from other pulp producers, potentially eroding Suzano's market dominance.
- Community sentiment reflects concerns about the impact of currency fluctuations on Suzano's export revenues and overall financial performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
SUZ Latest News
No recent news available for SUZ.
SUZ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SUZ.
Price Targets
Consensus target: $13.40
SUZ MoonshotScore
What does this score mean?
The MoonshotScore rates SUZ's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: João Alberto Fernandez de Abreu
CEO
João Alberto Fernandez de Abreu has been leading Suzano S.A. with a focus on innovation and sustainability. He has extensive experience in the pulp and paper industry, having held various leadership roles within the company. His educational background includes a degree in Business Administration, equipping him with the skills necessary to navigate the complexities of the market.
Track Record: Under his leadership, Suzano has successfully expanded its product offerings and enhanced its commitment to sustainable practices. João has been instrumental in driving the company's strategic initiatives, leading to significant growth in both domestic and international markets.
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company ADR Information
An American Depositary Receipt (ADR) represents shares in a foreign company, allowing U.S. investors to trade them on U.S. exchanges. Suzano S.A.'s ADR facilitates access to its shares for American investors while simplifying the investment process.
- Home Market Ticker: Primary stock exchange and country: B3, Brazil.
SUZ Basic Materials Stock FAQ
What does Suzano S.A. do?
Suzano S.A. is a leading producer of eucalyptus pulp and paper products, operating through its Pulp and Paper segments. The company offers a diverse range of products including coated and uncoated printing papers, paperboards, tissue papers, and market and fluff pulps. Additionally, Suzano engages in biofuel production, port terminal operations, and biotechnology research, positioning itself as a comprehensive provider in the industry.
What do analysts say about SUZ stock?
Analysts generally view Suzano S.A. favorably, highlighting its strong financial metrics such as a P/E ratio of 4.8 and a profit margin of 23%. The company's commitment to sustainability and innovation is seen as a key growth driver, particularly in the expanding market for eco-friendly products. While specific price targets may vary, the overall consensus points to a positive outlook for the company's future performance.
What are the main risks for SUZ?
Suzano S.A. faces several risks, including fluctuations in raw material prices, which can significantly impact profit margins. Regulatory changes regarding environmental practices may impose additional costs and compliance requirements. Economic downturns could reduce demand for paper products, affecting overall sales. Additionally, currency exchange rate volatility presents a risk for ADR holders, potentially impacting profitability.
What are the key factors to evaluate for SUZ?
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ) holds an AI score of 49/100 (low). P/E: 4.8x vs the S&P 500's ~20-25x. Analysts target $13.40 (+69%). Not financial advice.
How frequently does SUZ data refresh on this page?
SUZ prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SUZ's recent stock price performance?
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong market position in the pulp and paper industry. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SUZ overvalued or undervalued right now?
Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ) trades at 4.8x earnings. Analysts target $13.40 (+69%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SUZ?
Before investing in Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company (SUZ), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
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