Suzano S.A. Sponsored ADR

SUZ Basic Materials Paper & Paper Products

Suzano S.A. Sponsored ADR’s revenue for fiscal 2025 (year ended December 2025) was $9.0 billion, up 2.13% from fiscal 2024.

Revenue
−2.26%
EPS
−59.2%
Free cash flow
+85.2%
Total debt
+13.4%

Quarter to June 2026, against a year earlier

9.62 0.12 +1.26%
Market cap
$11.7B
P/E
4.8×
Fwd P/E
—
Dividend yield
2.23%
F-score
6/9
Altman Z
1.20
Beneish M
−2.68
Dividend safety
56/100

Insider Decisions last twelve months

Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 2.03%

Capital & Financial Ratios $m

Size
Market Cap 11,710.00
Revenue ttm 9,033.50
Net income ttm 1,612.67
Free cash flow ttm 968.67
Net debt Q 12,532.40
Valuation
P/E 4.82
Forward P/E —
Price / sales 1.30
Forward P/S Powerpack
Price / FCF 12.11
Price / book 1.19
Financial health
Current ratio Q 3.38 (at or above 1.5: strong)
Debt / equity Q 1.86
Interest coverage Q 1.63
Growth
Revenue growth Q −2.26% (below 0%: shrinking)
Operating income growth Q +8.75% (above 0%: growing)
EPS, this year −36.59% (below 0%: weak)
EPS, next year A −30.15% (below 0%: weak)
Revenue, next year A —
EPS, past 5 yrs —
EPS, next 5 yrs A −23.56% (below 0%: weak)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 33.22%
10-year low 10-year high
P/S against its own 10 years 23.91%
10-year low 10-year high
P/B against its own 10 years 7.42%
10-year low 10-year high
EV/Sales against its own 10 years 29.45%
10-year low 10-year high
EV/FCF against its own 10 years 64.30%
10-year low 10-year high

Dividends

Yield
2.23%
Annual rate
0.21
Payout ratio
10.8%
Growth, 2016–25
+11.8%/yr
  1. 0.08 ’16
  2. 0.16 ’17 +108
  3. 0.05 ’18 −68
  4. 0.11 ’19 +114
  5. 0.48 ’22 +324
  6. 0.24 ’23 −50
  7. 0.33 ’24 +39
  8. 0.21 ’25 −36
paid change on the year, %

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 4,776 4,264 4,777 5,814
Receivables 1,550 1,899 1,452 1,570
Inventory 1,191 1,476 1,461 1,714
Other 208 182 167 176
7,725 7,821 7,857 9,274
2023 2024 2025 Q'26
Payables 1,116 1,119 921 1,105
ST’ Debt 953 1,947 538 856
Other 237 607 320 389
2,963 4,538 2,467 2,745

Compound Annual Growth %

10y 5y 3y
Sales — 8.72% (2.39%)
Cash Flow — 5.01% (8.12%)
Earnings — 0.00% (19.06%)
Book Value — 40.78% 7.01%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 1.32 0.29 — — —
’25 0.87 0.71 0.29 0.06 1.94
’24 0.03 (0.56) 0.46 (0.91) (1.04)
’23 0.76 0.79 (0.12) 0.70 2.17
’22 1.46 0.03 0.79 1.08 3.40
’21 (0.37) 1.40 (0.14) 0.31 1.19
’20 (2.25) (0.28) (0.16) 1.15 (1.54)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 2,083 2,294 — — —
’25 1,972 2,347 2,231 2,426 8,976
’24 1,910 2,202 2,213 2,464 8,789
’23 2,171 1,850 1,833 2,110 7,963
’22 1,865 2,341 2,709 2,738 9,652
’21 1,627 1,859 2,060 2,046 7,591
’20 1,577 1,491 1,390 1,451 5,909
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 551 888 — — —
’25 754 792 803 902 3,251
’24 617 1,131 849 1,223 3,820
’23 827 1,247 538 856 3,468
’22 879 1,166 941 1,205 4,192
’21 558 955 972 784 3,268
’20 335 724 600 887 2,546
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 0 398 — — —
’25 236 215 126 444 1,021
’24 (235) 352 (173) 360 305
’23 92 (74) (403) 50 (335)
’22 367 560 (358) 393 961
’21 594 722 647 409 2,373
’20 143 562 378 549 1,632
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 3,041 3,179 3,678 6,592 5,909 7,591 9,652 7,963 8,789 8,976 9,033 +12.8% — — — —
Gross margin, % 33.20 38.29 48.51 20.26 37.73 49.68 50.19 36.92 42.19 32.38 28.63 (0.8) pt
EBT 746 675 45 (1,038) (3,423) 1,637 5,551 3,605 (2,431) 3,656 2,431 +19.3%
EBT margin, % 24.54 21.22 1.23 (15.75) (57.92) 21.56 57.51 45.27 (27.66) 40.73 26.92 +16.2 pt
Net income 521 0 88 (713) (2,079) 1,600 4,532 2,826 (1,306) 2,407 1,613 +18.5%
Per share, $
Per share, $ Revenue 2.79 2.89 3.33 4.84 4.38 5.62 7.26 6.14 6.95 7.26 7.31 +11.2%
Earnings 0.48 0.50 0.08 (0.51) (1.54) 1.19 3.40 2.18 (1.04) 1.94 1.97 +16.9%
Cash flow 0.85 0.81 1.28 1.41 1.89 2.42 3.15 2.67 3.02 2.63 2.55 +13.4%
Capex 0.00 0.00 (0.58) (0.87) (0.68) (0.66) (2.43) (2.93) (2.78) (1.80) (1.76) n/m
Free cash flow 0.85 0.81 0.70 0.54 1.21 1.76 0.72 (0.26) 0.24 0.83 0.78 (0.3%)
Book value 2.86 3.20 2.98 3.37 1.06 2.08 4.83 6.92 4.75 6.37 7.99 +9.3%
Shares, m 1,090 1,098 1,106 1,361 1,349 1,350 1,330 1,297 1,265 1,237 1,081 +1.4%
Valuation, ×
Valuation, × P/E 9.01 6.71 0.00 0.00 0.00 9.00 2.72 5.23 0.00 4.83 4.82 3.7
P/S 0.00 0.00 0.00 2.03 2.55 1.92 1.26 1.82 1.46 1.29 1.30 1.2
P/B 4.81 4.81 4.00 2.92 10.60 5.18 1.89 1.61 2.13 1.47 1.19 3.9
EV/Sales 0.00 0.00 0.00 4.11 4.63 3.34 2.35 3.16 3.05 2.81 2.69 2.3
EV/FCF 0.00 0.00 0.00 36.77 16.78 10.68 23.61 (75.03) 87.92 24.69 25.05 12.5
Cash, $m
Cash, $m Operating cash flow 924 891 1,415 1,920 2,546 3,268 4,192 3,468 3,820 3,251 3,144 +15.0%
Capex (715) (538) (637) (1,183) (915) (895) (3,231) (3,803) (3,515) (2,230) (2,175) +13.5%
Free cash flow 924 891 778 737 1,632 2,373 961 (335) 305 1,021 969 +1.1%
Balance, $m
Balance, $m Working capital 1,292 933 6,769 1,876 1,898 4,179 4,383 4,762 3,283 5,390 6,528 +17.2%
Net debt 3,062 2,842 2,708 13,690 12,294 10,758 10,552 10,681 14,543 13,660 12,532 +18.1%
Shareholders’ equity 3,121 3,511 3,290 4,583 1,423 2,812 6,424 8,976 6,010 7,872 9,866 +10.8%
Returns, %
Returns, % ROA 5.89 12.07 0.73 (3.61) (9.34) 7.65 18.93 10.34 (4.41) 7.89 5.19 +2.0 pt
ROIC 0.00 0.00 14.28 2.28 7.46 15.52 15.85 7.78 8.85 5.54 5.31 +5.5 pt
ROE 15.70 16.46 2.57 (18.14) (69.27) 75.48 98.07 36.64 (17.50) 34.60 18.39 +18.9 pt
People
People Employees — 7,830 9,385 14,534 15,653 17,421 19,319 20,907 23,980 23,094 — +14.5%
Revenue/emp, $m 0.00 0.41 0.39 0.45 0.38 0.44 0.50 0.38 0.37 0.39 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Suzano S.A. Sponsored ADR vs peers in Paper & Paper Products (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SUZ Suzano S.A. Sponsored ADR $11.7B 4.8× — −2.26% (below 0%: shrinking) −59.15% (below 0%: shrinking) +85.24% (above 0%: growing) 24.41% 24.06%
SLVM Sylvamo Corporation $1.3B 17.3× 22.5× +1.51% (above 0%: growing) n/m −1,050.00% (below 0%: shrinking) 16.38% 2.48% Compare
CLW Clearwater Paper Corporation $224.2M 87.0× — (loss-making) −3.53% (below 0%: shrinking) n/m +1.27% (above 0%: growing) 5.51% 0.65% Compare
MERC Mercer International Inc. $16.7M — (loss-making) — (loss-making) −3.80% (below 0%: shrinking) n/m +65.88% (above 0%: growing) (2.64%) (8.79%) Compare
ITP IT Tech Packaging Inc $2.0M — (loss-making) 21.1× +2.07% (above 0%: growing) n/m +22.05% (above 0%: growing) 7.90% (3.91%) Compare
Median of peers $120.5M — — −1.01% — +11.66% 6.71% (1.63%)

All 5 Paper & Paper Products stocks →

Suzano S.A. Sponsored ADR (SUZ) Latest News

26 Oct

22 Oct

Impact 3 · · Zacks

14 Aug

Impact 3 · · MarketBeat transcript

1 Jun

Impact 3 · · investmentmonitor.ai

6 May

2 May

Impact 4 · · MarketBeat

11 Feb

Impact 4 · · MarketBeat transcript
Impact 3 · · Zacks

4 Feb

28 Jan

Impact 3 · · MarketBeat

26 Jan

9 Jan

Impact 3 · · Zacks

22 Dec

Impact 3 · · ZacksPackaging DivePackaging GatewayMT NewswiresInsider MonkeyZacksBarchartStockStory

SUZ metrics, ten years each

stockrow.com/SUZ · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com