Suzano Papel e Celulose SA ADR (SUZ) Fair Value & Analysis
Basic Materials · US · Market cap $9.9B · ISIN US86959K1051
What is Suzano Papel e Celulose SA ADR really worth?
Suzano Papel e Celulose SA ADR
SUZ · US
A solid business, currently priced close to our fair value of $8.38.
Strengths
Risks
Fair value as of: Sep 5, 2026
From 24 valuation models · updated today
Fair value updated Sep 5, 2026, revised from $23.94 to $8.38 (−65.0%) since Aug 27, 2026. Share price +9.6% over the past month.
What runs behind every stock
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What matters now
- The model range is unusually wide ($4.98 to $21.40). 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 Sep 5, 2026.
How to read this chart
60‑month range $6.99 – $12.20 · fair‑value band $4.98 – $21.40 · the $9.15 price screens above the $8.38 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Suzano Papel e Celulose SA ADR (SUZ) currently trades at $9.15, while our model-based Fair Value estimate is $8.38, implying the stock looks roughly 9.2% fairly valued today. The Quality Score stands at 51/100 (solid quality), in the Basic Materials sector. Bull case: the Growth DCF group reads highest at a median of $27.84 per share, and 23 of the 23 models we run sit above the $9.15 price. Bear case: the Asset-Based group reads lowest at $23.77, and 0 of the 23 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Suzano Papel e Celulose SA ADR 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 Sep 5, 2026
Our scenario range runs from $4.98 (bear case) to $21.40 (bull case); at $9.15, 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 21% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 10% fair-value upside, at −8%, SUZ screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $1.18 per share, which is 14.1 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: Growth Earnings ($242.22) versus Asset-Based ($23.77). Highest evidence: Growth DCF (75).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 50
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 Papel e Celulose SA ADR reported revenue of R$49.1B in FY2025 versus R$41.0B in FY2021, a compound +4.6%/yr. Reported net income was R$13.1B in FY2025, compounding +11.1%/yr from FY2021.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Suzano S.A. reports Q2 results
- Suzano Reports Adjusted EBITDA of R$4.7 Billion in the Second Quarter of 2026
- 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 · 117 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
Strength profile in five axes (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.
Similar stocks
10 more Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| UPM-Kymmene Oyj UPM | €24.31 | €14.21 | −42% |
| Svenska Cellulosa Aktiebolaget SCA (publ) SCAA | kr 112.50 | kr 45.12 | −60% |
| Shandong Sunpaper Co 002078 | ¥13.94 | ¥17.29 | +24% |
| Holmen AB HOLMB | kr 323.00 | kr 217.72 | −33% |
| Nine Dragons Paper (Holdings) Limited 2689 | HK$7.92 | HK$8.74 | +10% |
| PT Indah Kiat Pulp & Paper Tbk INKP | 8,800 IDR | 17,945 IDR | +104% |
| Empresas CMPC S.A CMPC | 1,049 CLP | 1,281 CLP | +22% |
| The Navigator Company NVG | €3.24 | €2.65 | −18% |
| Xianhe Co 603733 | ¥21.11 | ¥21.06 | +0% |
| Semapa - Sociedade de Investimento e Gestão, SGPS, S.A SEM | €20.70 | €24.73 | +19% |
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