Suzano S.A (SUZ) Fair Value & Analysis
Basic Materials · US · Market cap $9.9B
Suzano S.A
SUZ · US
Fair value as of: Aug 13, 2026
From 24 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from $24.72 to $8.32 (−66.3%) since Jul 19, 2026. Share price −2.0% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The model range is unusually wide ($4.95 to $21.25). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $6.99 – $12.20 · fair‑value band $4.95 – $21.25 · the $7.99 price screens below the $8.32 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Suzano S.A (SUZ) currently trades at $7.99, while our model-based Fair Value estimate is $8.32, implying the stock looks roughly 4.1% fairly valued today. The Quality Score stands at 51/100 (solid quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Suzano S.A generated revenue of $49.5B at a net margin of 23.0%. Revenue declined 5.1% year over year. It earns a return on equity of 26.3%. Net debt stands at $91.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $4.95 (bear case) to $21.25 (bull case); at $7.99, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 31% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 0% fair-value upside, at 4%, SUZ screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings ($242.22) versus Asset-Based ($23.77). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 36
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Suzano S.A. manufactures and sells pulp and paper products in Brazil and internationally. It operates in two segments, Cellulose, and Paper. The company offers coated and uncoated printing and writing papers, paperboards, tissue papers, and market and fluff pulps.
Full company description
Suzano S.A. manufactures and sells pulp and paper products in Brazil and internationally. It operates in two segments, Cellulose, and Paper. The company offers coated and uncoated printing and writing papers, paperboards, tissue papers, and market and fluff pulps. It also engages in the research, development, and production of biofuel; operation of port terminals; biotechnology and nanocrystalline pulps research and development activities; power generation and distribution business; road freight transport activities; commercialization of equipment and parts; research and development of lignin; industrialization and commercialization of cellulose, microfiber cellulose, paper, and paperboard products; and industrialization, commercialization, and exporting of pulp products. In addition, the company is involved in the commercial office, corporate venture capital, and financial fundraising activities; production of consumer goods through cellulose-based liquids; development and production of cellulose-based fibers, yarns, and textile filaments; restoration, conservation, and preservation of forests; and research of raw materials for the textile industry. The company 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Suzano S.A reported revenue of $49.1B in FY2025 versus $41.0B in FY2021, a compound +4.6%/yr. Reported net income was $13.1B in FY2025, compounding +11.1%/yr from FY2021.
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Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns
- Do Options Traders Know Something About Suzano Stock We Don't?
Peer Group
Paper & Paper Products · 115 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Paper & Paper Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Klabin S.A KLBN11 | R$17.55 | R$3.80 | -78% |
| UPM-Kymmene Oyj UPM | €23.18 | €14.21 | -39% |
| Svenska Cellulosa Aktiebolaget SCA (publ) SCAB | kr 109.40 | kr 49.40 | -55% |
| Shandong Sunpaper Co 002078 | ¥13.94 | ¥17.29 | +24% |
| Holmen AB HOLMB | kr 323.20 | kr 217.72 | -33% |
| Nine Dragons Paper (Holdings) Limited 2689 | HK$8.21 | HK$8.74 | +6% |
| Empresas CMPC S.A CMPC | 1,000 CLP | 1,253 CLP | +25% |
| Xianhe Co 603733 | ¥21.09 | ¥21.06 | -0% |
| Billerud AB BILL | kr 77.60 | kr 48.60 | -37% |
| PT Pabrik Kertas Tjiwi Kimia Tbk TKIM | 7,575 IDR | 8,397 IDR | +11% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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