Suzano S.A. (NYSE:SUZ)

Suzano S.A. SUZ

Basic Materials - Paper, Lumber & Forest Products - NYSE - BR

Watchlist

$ 8.51

-2.52 %

$ 10.5 B

Market Cap

-8.6

P/E

1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SUZ stock under the worst case scenario is HIDDEN Compared to the current market price of 8.51 USD, Suzano S.A. is HIDDEN

SUZ Intrinsic Value
HIDDEN

SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SUZ stock under the base case scenario is HIDDEN Compared to the current market price of 8.51 USD, Suzano S.A. is HIDDEN

SUZ Intrinsic Value
HIDDEN

SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SUZ stock under the best case scenario is HIDDEN Compared to the current market price of 8.51 USD, Suzano S.A. is HIDDEN

SUZ Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart SUZ

FINANCIALS

Annual
Quarterly

15.7 B OPERATING INCOME

20.6 B OPERATING CASH FLOW

-20.5 B INVESTING CASH FLOW

-83.8 M FINANCING CASH FLOW

4.42 B OPERATING INCOME

6.2 B OPERATING CASH FLOW

-5.79 B INVESTING CASH FLOW

2.42 B FINANCING CASH FLOW

Balance Sheet Suzano S.A.

166 B ASSETS
134 B LIABILITIES

Current Assets	42.2 B
Cash & Short-Term Investments	22 B
Receivables	9.13 B
Other Current Assets	11.1 B
Non-Current Assets	124 B
Long-Term Investments	1.59 B
PP&E	92.4 B
Other Non-Current Assets	29.7 B

Current Liabilities	24.5 B
Accounts Payable	6.03 B
Short-Term Debt	11.4 B
Other Current Liabilities	7.07 B
Non-Current Liabilities	109 B
Long-Term Debt	97 B
Other Non-Current Liabilities	12 B

EFFICIENCY

Earnings Waterfall Suzano S.A.

Revenue	47.4 B
Cost Of Revenue	27.4 B
Gross Profit	20 B
Operating Expenses	4.31 B
Operating Income	15.7 B
Other Expenses	22.8 B
Net Income	-7.07 B

RATIOS

30.73% OPERATING MARGIN

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Suzano S.A.

Net Income	-7.07 B
Depreciation & Amortization	9.3 B
Capital Expenditures	-16.4 B
Stock-Based Compensation	0
Change in Working Capital	-1.33 B
Others	20 B
Free Cash Flow	4.23 B

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Suzano S.A.

SUZ has no price targets from Wall Street.

4. DIVIDEND ANALYSIS

0.00% DIVIDEND YIELD

0.27 USD DIVIDEND PER SHARE

5. COMPETITION

Clearwater Paper Corporation manufactures and supplies bleached paperboards, and consumer and parent roll tissues in the United States and internationally. It operates through two segments, Pulp and Paperboard, and Consumer Products.

-58.3 USD

CLW

Overvalued 337.96%

Mercer International Inc., together with its subsidiaries, manufactures and sells northern bleached softwood kraft (NBSK) pulp in Europe, the United States, Asia, and internationally.

-8.23 USD

MERC

Overvalued 262.03%

Sylvamo Corporation produces and supplies printing paper in Latin America, Europe, and North America. The company offers uncoated freesheet for paper products, such as cutsize and offset paper; and markets pulp, aseptic, and liquid packaging board, as well as coated unbleached kraft papers.

189 USD

SLVM

Undervalued 225.09%

6. Ownership

Insider Ownership Suzano S.A.

Summary
Transactions

Sold

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

0 USD 0

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price

7. News

4 PEG-Based Value Stocks to Buy Amid Tariff War and Market Bloodbath Here are four PEG-driven value stocks that fit our screening criteria. These are QFIN, SUZ, FMS and JD. zacks.com - 2 weeks ago

Suzano: A Winner In The Tariff Tussle Suzano benefits from lighter tariffs compared to EU and Indonesian pulp producers, enhancing its competitive edge in the US market as already one of the lowest-cost producers globally. The new Cerrado plant has boosted production, enabling Suzano to deleverage and increase free cash flow for dividends, and is no longer consuming growth CAPEX. In addition to the pre-existing medium-term deleveraging catalyst, the tariffs present another incremental benefit for Suzano where most of the market will encounter incremental frictions. seekingalpha.com - 2 weeks ago

SUZ or IP: Which Is the Better Value Stock Right Now? Investors looking for stocks in the Paper and Related Products sector might want to consider either Suzano S.A. Sponsored ADR (SUZ) or International Paper (IP). zacks.com - 2 weeks ago

Should Value Investors Buy Suzano (SUZ) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 weeks ago

SUZ or IP: Which Is the Better Value Stock Right Now? Investors interested in Paper and Related Products stocks are likely familiar with Suzano S.A. Sponsored ADR (SUZ) and International Paper (IP). zacks.com - 1 month ago

Are Investors Undervaluing Suzano (SUZ) Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago

Suzano: Cerrado Production Online, Paper And Packaging Scaling Suzano remains an attractive investment due to its dominant position in the global pulp market and the completion of the Cerrado project, boosting capacity by 25%. The secular shift from plastic to paper supports demand, and decent S/D dynamics mean that deleveraging could move ahead of schedule, and high yields are possible with dividends. Deleveraging is a key focus, with operational cash generation expected to cover debt and potentially offer an almost 10% dividend yield with a 30% payout ratio. seekingalpha.com - 1 month ago

Crédit Agricole CIB Closes $1.2 Billion Sustainability-Linked Export Prepayment Facility with Suzano International Finance B.V. NEW YORK--(BUSINESS WIRE)--Crédit Agricole CIB recently closed a $1.2 billion Sustainability-Linked Export Prepayment Facility with Suzano International Finance B.V., acting as Sustainability Structuring Agent, Joint Lead Arranger and Bookrunner. Suzano is a Brazilian multinational company that manufactures pulp, paper, and other products from responsibly-grown renewable sources. It's the largest pulp producer in the world and one of the largest paper producers in Latin America. The facility fe. businesswire.com - 1 month ago

Is Suzano (SUZ) Stock Undervalued Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago

Suzano S.A. (SUZ) Q4 2024 Earnings Call Transcript Suzano S.A. (NYSE:SUZ ) Q4 2024 Earnings Conference Call February 13, 2025 8:00 AM ET Company Participants Beto Abreu - CEO Fabio Oliveira - Executive Officer, Paper & Packaging Leonardo Grimaldi - Executive Officer, Commercial Pulp & Logistics Aires Galhardo - Executive Officer, Pulp Operation Marcelo Bacci - CFO Marcos Assumpção - EVP, Finance & IR Conference Call Participants Daniel Sasson - Itau BBA Leonardo Correa - BTG Pactual Marcio Farid - Goldman Sachs Rafael Barcellos - Bradesco BBI Caio Ribeiro - Bank of America Alfonso Salazar - Scotiabank Lucas Laghi - XP Ricardo Monegaglia - Safra Operator Ladies and gentlemen, thank you for holding, and welcome to Suzano's Conference Call to discuss the Results for the Fourth Quarter of 2024. seekingalpha.com - 2 months ago

Suzano (SUZ) Forms 'Hammer Chart Pattern': Time for Bottom Fishing? Suzano (SUZ) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term. zacks.com - 2 months ago

Suzano sets sales record in 2024 with new mill in Mato Grosso do Sul state and acquisition in the U.S. SÃO PAULO--(BUSINESS WIRE)--Suzano, the world's largest pulp producer, announces its quarterly results for both the final quarter (4Q24) and the full year (2024). Pulp and paper sales reached a new record of 12.3 million tonnes, rising 7% on 2023, mainly driven by the additional capacity from the new pulp mill in Ribas do Rio Pardo in Mato Grosso do Sul state. Further capacity from the recent acquisition of paperboard mills in the United States has also contributed to the record sales volume. T. businesswire.com - 2 months ago

8. Profile Summary

Suzano S.A. SUZ

COUNTRY BR

INDUSTRY Paper, Lumber & Forest Products

MARKET CAP $ 10.5 B

Dividend Yield 0.00%

Description Suzano S.A. produces and sells eucalyptus pulp and paper products in Brazil and internationally. It operates through Pulp and Paper segments. The company offers coated and uncoated printing and writing papers, paperboards, tissue papers, and market and fluff pulps; and lignin and its byproducts. It also engages in the research, development, and production of biofuel; operation of port terminals; power generation and distribution business; commercialization of equipment and parts; biotechnology research and development; and commercialization of paper and computer materials. In addition, the company is involved in the business office, production packaging, and financial fundraising activities; research, development, production, commercialization, and distribution of wood-based textile fibers, yarns, and filaments produced from cellulose and microfibrillated cellulose; and research and development of wood raw materials for the textile industry. Suzano S.A. was formerly known as Suzano Papel e Celulose S.A. and changed its name to Suzano S.A. in April 2019. The company was founded in 1924 and is headquartered in Salvador, Brazil.

Contact Av. Professor MagalhAes Neto, 1,752, Salvador, BA, 41810-012 https://www.suzano.com.br

IPO Date Nov. 4, 2008

Employees 35000

Officers Mr. Fernando De Lellis Garcia Bertolucci Executive Vice President of Sustainability & Innovation and Member of Management Board Mr. Pablo Francisco Gimenez Machado Executive Vice President of China of Business Management Ms. Maria Luiza de Oliveira Pinto E Paiva Executive Vice President of Sustainability, Communication & Brand Mr. Leonardo Barretto De Araujo Grimaldi Executive Vice President of Pulp Commercial & Logistics and Member of Management Board Mr. Carlos Anibal Fernandes de Almeida Jr. Executive Vice President of Forestry & Procurement and Member of Management Board Ms. Caroline Carpenedo Executive Vice President of People, Management, Safety & Communication Mr. Luis Renato Costa Bueno Executive Vice President of Consumer Goods & Corporate Relations Mr. Marcos Moreno Chagas Assumpcao Executive Vice President of Finance & Investor Relations and Member of Management Board Mr. Aires Galhardo Executive Vice President of Pulp, Operations Engineering & Energy and Member of Management Board Mr. João Alberto Fernandez de Abreu Chief Executive Officer & Member of Management board

Price Chart SUZ

Suzano S.A. SUZ

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