Obermatt

Flags

Financial distress

Suzano

SAO:SUZB3 · BRSUZBACNOR0
Paper & Forest ProductsX-Large

360

28
EV / EBIT29
Price / Owner Earnings63
Owner Earnings Yield94
Dividend Yield63
Price/Sales60
EV / Gross Profit29
Price/Book73
Return on Capital41
Cash Return on Capital70
Return on Equity90
EBIT Margin75
Gross Profitability24
Cash Conversion34
Accruals26
Owner Earnings Margin90
Sales growth41
Profit Growth85
Long-Term EPS Growth13
Owner Earnings Growth82
Reinvestment53
Price momentum17
Debt load7
Refinancing71
Debt Payback35
Liquidity19
Analyst ratings73
Opinion Changes50
Price Target Upside87
Market mood47
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Suzano clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryBrazil
IndustryPaper & Forest Products
SizeX-Large
TypePublic Company
ExchangeBOVESPA
Founded1987
Employees13,975
ISINBRSUZBACNOR0
Last UpdateApr 2, 2026
Themes
Bio-based and Renewable MaterialsBiofuelPackaging ServicesFast-Moving Consumer GoodsBiomass EnergyForestryAgricultureBiotechnologyManufacturingPaper ManufacturingSustainability

Description

Suzano S.A. (‘Suzano’) produces pulp for its own paper production (integrated pulp) and to sell to other papermakers (market pulp). The company produces only hardwood pulp from its renewable forests of planted eucalyptus trees. The company operates…

Analysis

Middle-of-the-road

Suzano S.A. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 5.3×; owner earnings: the cash an owner could take out each year.

Growth is tepid; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
50
2023202420252026

All-time high

98

Oct 2025

All-time low

30

Nov 2024

Average rank

61

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
60
48
50
51
Price/Earnings
81
65
66
58
Price/Book
73
67
61
37
Dividend Yield
63
64
63
52
Value (overall)
71
85
61
49

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →