Suzano S.A. Sponsored ADR SUZ

8.69 (0.09) (1.03%) as of 25 Sep
Market cap
$10.8B
P/E
4.4×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 2.03%

Capital & Financial Ratios

Market Cap 10,830.00
Revenue 9,033.50
Net Income 1,612.67
Free Cash Flow 968.67
Net Debt 12,532.40
Current Ratio 3.38
Debt/Equity 1.86
P/E ratio 4.41
P/S ratio 1.19
P/B ratio 1.09
Past 5Y EPS Growth (14.40%)
This Y EPS Growth (29.93%)
Next Y EPS Growth (22.17%)
Next 5Y EPS Growth (18.34%)
in millions of $

Dividends

Payout Ratio 0.10
Annual Dividend Rate 0.48
Annual Dividend Yield 1.44%
total individual payouts
2025 0.21
0.21
2024 0.33
0.33
2023 0.24
0.24
2022 0.48
0.14
0.12
0.34
2019 0.11
0.11
2018 0.05
0.05
2017 0.16
0.11
0.05
2016 0.08
0.08
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

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
in millions of $

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%

Revenue

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
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

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
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

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
in millions of $ · fiscal quarters ending in the months shown

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

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
2.96 3.87 5.78 6.63 4.43 8.37 7.71 7.46 8.78 8.41

Analyst estimates 2026–2028

Powerpack
Low Price
4.65 6.67 13.69 13.47 11.58 14.45 12.83 11.60 12.98 10.86
High Price
— 7,830 9,385 14,534 15,653 17,421 19,319 20,907 23,980 23,094
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
3,041 3,179 3,678 6,592 5,909 7,591 9,652 7,963 8,789 8,976
Revenue
33.20% 38.29% 48.51% 20.26% 37.73% 49.68% 50.19% 36.92% 42.19% 32.38%
Gross Margin
746 675 45 (1,038) (3,423) 1,637 5,551 3,605 (2,431) 3,656
EBT
24.54% 21.22% 1.23% (15.75%) (57.92%) 21.56% 57.51% 45.27% (27.66%) 40.73%
EBT Margin
521 0 88 (713) (2,079) 1,600 4,532 2,826 (1,306) 2,407
Net Income
432 424 428 2,059 1,293 1,332 1,454 1,480 1,660 2,042
Depreciation
2.79 2.89 3.33 4.84 4.38 5.62 7.26 6.14 6.95 7.26
Revenue/Sh
0.48 0.50 0.08 (0.51) (1.54) 1.19 3.40 2.18 (1.04) 1.94
Earnings/Sh
0.85 0.81 1.28 1.41 1.89 2.42 3.15 2.67 3.02 2.63
Cash Flow/Sh
0.00 0.00 (0.58) (0.87) (0.68) (0.66) (2.43) (2.93) (2.78) (1.80)
Capex/Sh
0.85 0.81 0.70 0.54 1.21 1.76 0.72 (0.26) 0.24 0.83
Free CF/Sh
2.86 3.20 2.98 3.37 1.06 2.08 4.83 6.92 4.75 6.37
Book Value/Sh
1,090 1,098 1,106 1,361 1,349 1,350 1,330 1,297 1,265 1,237
Shares
9.01 6.71 0.00 0.00 0.00 9.00 2.72 5.23 0.00 4.83
PE Ratio
0.00 0.00 0.00 2.03 2.55 1.92 1.26 1.82 1.46 1.29
PS Ratio
4.81 4.81 4.00 2.92 10.60 5.18 1.89 1.61 2.13 1.47
PB Ratio
0.00 0.00 0.00 4.11 4.63 3.34 2.35 3.16 3.05 2.81
EV/Sales
0.00 0.00 0.00 36.77 16.78 10.68 23.61 (75.03) 87.92 24.69
EV/FCF
924 891 1,415 1,920 2,546 3,268 4,192 3,468 3,820 3,251
Op' Cash Flow
(715) (538) (637) (1,183) (915) (895) (3,231) (3,803) (3,515) (2,230)
Capex
924 891 778 737 1,632 2,373 961 (335) 305 1,021
FCF
1,292 933 6,769 1,876 1,898 4,179 4,383 4,762 3,283 5,390
Working Cap'
4,312 3,683 9,777 16,138 14,143 14,755 14,445 15,458 18,806 18,436
Total Debt
3,062 2,842 2,708 13,690 12,294 10,758 10,552 10,681 14,543 13,660
Net Debt
3,121 3,511 3,290 4,583 1,423 2,812 6,424 8,976 6,010 7,872
Sh' Equity
5.89% 12.07% 1.19% (3.61%) (9.34%) 7.65% 18.93% 10.34% (4.41%) 7.89%
ROA
0.00% 0.00% 14.28% 2.28% 7.46% 15.52% 15.85% 7.78% 8.85% 5.54%
ROIC
15.70% 16.46% 2.57% (18.14%) (69.27%) 75.48% 98.07% 36.64% (17.50%) 34.60%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Suzano S.A. Sponsored ADR peers in Paper & Paper Products

All 5 Paper & Paper Products stocks →

Suzano S.A. Sponsored ADR (SUZ) key facts

  • Suzano S.A. Sponsored ADR (SUZ) is a Paper & Paper Products company in the Basic Materials sector, listed on the New York Stock Exchange.
  • Suzano S.A. Sponsored ADR’s revenue for fiscal 2025 (year ended December 2025) was BRL 9.0 billion, up 2.13% from fiscal 2024.
  • As of September 25, 2026, SUZ traded at $8.69, a market capitalization of $10.8 billion.
  • Suzano S.A. Sponsored ADR pays an annual dividend of $0.48 per share, a yield of 1.44%, with a payout ratio of 10.2%.
  • Return on equity was 34.6% and debt-to-equity 1.86.

Source: company filings (standardised) and stockrow calculations.

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

News by impact score

Fine-tune

14 Aug

3 transcript

Suzano reported Q2 net revenue of R$9.1 billion and adjusted EBITDA of R$4.2 billion. Pulp sales volumes rose 5% year-over-year while cash costs per ton declined. Net debt fell to 2.4x EBITDA. Management guided for stable pulp prices and continued focus on debt reduction and tissue expansion projects. Q2 earnings and guidance supply updated financial metrics and outlook that can move near-term sentiment and valuation but do not signal major strategic or structural change.

12 Aug

3

Suzano reported adjusted EBITDA of R$4.7 billion for the second quarter of 2026. Quarterly EBITDA results update financial performance and may shift near-term sentiment but do not fundamentally change company trajectory.

4 Aug

3 transcript

Kimberly-Clark Q2 2026 earnings call highlights challenges navigating China disruption with potential effects on pulp demand from suppliers including Suzano. China disruption at Kimberly-Clark may moderately shift pulp sourcing volumes from Suzano without altering its core trajectory.

1 Jul

4

Suzano S.A. introduces Arbex as a new global leader in tissue and hygiene products. Arbex launch represents major strategic expansion into tissue and hygiene that can significantly alter Suzano market position and investor outlook.

1 Jun

3

UK CMA approves Suzano-Kimberly-Clark tissue tie-up. Approval clears regulatory path for tissue segment expansion.

25 May

3

Suzano achieves record sales volume of 14.4M tonnes of pulp and paper. Record sales volume points to stronger financial performance and operational strength for Suzano.

6 May

4

Suzano and Kimberly-Clark's joint venture nears unconditional EU antitrust approval, according to a report. Nearing unconditional EU antitrust approval removes a major regulatory barrier for the Suzano-Kimberly-Clark JV, enabling significant strategic expansion and positive market sentiment.

5 May

4

At Kimberly-Clark conference, Suzano unveils JV to cut volatility and eyes Kenvue deal amid powering care push. Suzano's JV to reduce volatility and potential Kenvue deal mark major strategic partnerships boosting stability and growth outlook.

2 May

4

Suzano S.A. (SUZ) Q1 earnings call highlights financial results, operational performance, market conditions, and forward guidance amid pulp sector dynamics. Q1 earnings call highlights deliver key financial metrics, strategic updates, and outlook that significantly shape investor expectations and SUZ market trajectory.

30 Apr

4

Suzano S.A. selects Avondale Global Gateway as its Gulf Coast hub, reintroducing regular wood pulp imports to Louisiana for the first time in over 30 years. Establishing a Gulf Coast import hub enhances Suzano's US market access, logistics efficiency, and supply chain for wood pulp.

29 Apr

4

Suzano achieves historic milestone by selling 12.7 million tonnes of pulp for the first time. Record pulp sales of 12.7 million tonnes signal major operational success and enhanced market position for Suzano.

12 Feb

4

Suzano S.A. reported record shipments in Q4 2025, highlighting strong operational performance. The company also announced a strategic buyback plan aimed at enhancing shareholder value. These developments reflect Suzano's commitment to growth and efficiency in a competitive market. Record shipments and a strategic buyback indicate significant moves that could positively influence future performance and investor sentiment.

4

Suzano S.A. Sponsored ADR (SUZ) is highlighted as a strong investment choice for trend investors due to its robust market position and growth potential. The company is benefiting from increasing demand for sustainable products and has made significant strides in innovation and operational efficiency. Analysts suggest that Suzano's strategic initiatives and favorable market conditions position it well for future success, making it an attractive option for those looking to capitalize on emerging trends in the industry. Suzano's strategic initiatives and market positioning are expected to significantly influence its future performance and investor sentiment.

4

Suzano S.A. Sponsored ADR (SUZ) reached a new record high following a successful financial turnaround, reporting a swing to profits. The company's improved performance is attributed to increased demand for its products and effective cost management strategies. Investors reacted positively, driving the stock price up significantly, reflecting confidence in Suzano's future growth potential. The company's return to profitability and record stock performance indicate significant positive shifts in market dynamics and investor sentiment.

11 Feb

4 transcript

Suzano S.A. reported its Q4 earnings, highlighting strong financial performance driven by increased demand for its products. The company noted improvements in operational efficiency and cost management, which contributed to higher profit margins. Additionally, Suzano emphasized its commitment to sustainability and innovation, aiming to enhance its competitive position in the market. Future growth strategies were discussed, focusing on expanding production capacity and exploring new markets. Significant strategic moves and a focus on sustainability and innovation are likely to impact Suzano's future performance.

3

Suzano S.A. Sponsored ADR (SUZ) is being evaluated for its potential as a value investment. Analysts are considering factors such as the company's financial health, market position, and growth prospects. Recent performance metrics and market conditions are analyzed to determine if SUZ stock presents a viable opportunity for value investors. The overall sentiment suggests cautious optimism, with some analysts recommending a closer look at the stock's fundamentals before making investment decisions. Moderate influence is expected due to the company's financial health and market positioning being under scrutiny.

10 Feb

4

Suzano S.A. reported record sales in 2025, highlighting significant improvements in operational efficiency. The company attributed its success to strategic initiatives and enhanced production capabilities, which have positively impacted its financial performance. Continued focus on sustainability and innovation is expected to drive future growth. Record sales and operational improvements indicate a significant positive shift in the company's performance and market position.

4 Feb

3

Suzano S.A. Sponsored ADR (SUZ) and Klabin S.A. (KLBAY) are compared in terms of value stock potential. Key metrics such as price-to-earnings ratios, dividend yields, and market performance are analyzed to determine which stock offers better value for investors. The analysis includes insights into financial health, growth prospects, and market conditions affecting both companies. Investors are encouraged to consider these factors when making investment decisions. Both companies are evaluated based on their financial metrics, which could moderately influence investor sentiment and market performance.

29 Jan

4

Suzano S.A. Sponsored ADR (SUZ) is highlighted as one of four GARP (Growth at a Reasonable Price) stocks with attractive PEG ratios and strong growth outlooks. The company is recognized for its potential to deliver solid earnings growth while maintaining reasonable valuations, making it an appealing option for investors seeking growth opportunities without excessive risk. Analysts suggest that Suzano's strong fundamentals and market position contribute to its favorable growth prospects. Suzano's strong growth outlook and attractive valuation metrics indicate a significant potential impact on its future performance.

28 Jan

3

Kimberly-Clark reported its Q4 earnings, highlighting strong performance driven by increased pricing and cost management. The company noted challenges in supply chain and inflation but maintained a positive outlook for 2024, focusing on innovation and market expansion. Key metrics showed growth in revenue and adjusted earnings per share, reflecting resilience in its core business segments. Management emphasized strategic initiatives aimed at enhancing operational efficiency and responding to evolving consumer demands. Kimberly-Clark's performance and strategic initiatives may influence market sentiment and competitive positioning in the consumer goods sector.

26 Jan

4

Investors may be undervaluing Suzano S.A. Sponsored ADR (SUZ) as the company shows strong fundamentals and growth potential. Analysts highlight its robust financial performance, driven by increased demand for sustainable products and strategic investments. Despite market fluctuations, Suzano's position in the pulp and paper industry remains strong, suggesting that current stock prices may not reflect its true value. Investors are encouraged to consider the long-term prospects of the company amidst ongoing market developments. Strong fundamentals and growth potential indicate significant future impact on performance and investor sentiment.

23 Jan

3

Kimberly-Clark shareholders are expected to approve the KVUE transaction, according to RBC. This approval is seen as a significant step in the company's strategic plans, potentially impacting its operational direction and market positioning. The approval of the KVUE transaction may moderately influence Kimberly-Clark's operational strategy, which could indirectly affect Suzano's market performance.

9 Jan

3

Suzano S.A. Sponsored ADR (SUZ) is currently being evaluated for potential undervaluation in the market. Analysts are considering various factors, including the company's financial performance, market conditions, and growth prospects. The stock's recent price movements and overall market sentiment are also under scrutiny as investors weigh the company's future potential against its current valuation. Insights into Suzano's operational strategies and market positioning may influence investor decisions moving forward. Current evaluations suggest a moderately noticeable influence on Suzano's financial performance and market sentiment.

22 Dec

3

Suzano S.A. Sponsored ADR (SUZ) is highlighted among two paper and related products stocks to monitor due to ongoing industry challenges. The company faces pressures from rising costs and fluctuating demand, impacting its operational efficiency and profitability. Despite these hurdles, Suzano's strategic initiatives and market positioning may provide resilience in navigating the current landscape. Industry challenges could moderately influence Suzano's financial performance and competitive positioning.

19 Dec

3

Shanghai is positioning itself as a safe haven for global enterprises as companies prepare for the upcoming 15th Five-Year Plan. The city aims to attract foreign investment and foster innovation, creating a favorable environment for businesses. This strategic move is expected to enhance Shanghai's role in the global economy, providing opportunities for companies looking to expand in Asia. Shanghai's initiatives may influence market dynamics and investment opportunities relevant to Suzano's operations in Asia.

17 Dec

4

Suzano S.A. has launched a new production line that increases its fluff pulp capacity by 400%. This expansion is expected to enhance the company's ability to meet growing demand in the market, positioning Suzano as a stronger player in the pulp industry. The significant increase in fluff pulp capacity is likely to enhance market competitiveness and financial performance.

9 Dec

4

Suzano S.A. has launched its Nature Strategy, emphasizing the critical role of biodiversity conservation in its business operations. The initiative aims to integrate sustainable practices into the company's core activities, highlighting the importance of environmental stewardship in the forestry and paper industry. By prioritizing biodiversity, Suzano seeks to enhance its sustainability efforts and align with global environmental goals, reinforcing its commitment to responsible resource management. The launch of the Nature Strategy represents a significant strategic move that could enhance Suzano's competitive positioning and investor sentiment regarding sustainability.

20 Nov

4

Suzano S.A. has partnered with Tencent and the Ecofuturo Institute at COP30 to leverage artificial intelligence for conservation efforts and nature education. This collaboration aims to enhance environmental sustainability and promote awareness of ecological issues through innovative technology. The partnership represents a significant strategic move that could enhance Suzano's competitive positioning and investor sentiment in the sustainability sector.

19 Nov

3

Suzano S.A. Sponsored ADR (SUZ) and Klabin S.A. (KLBAY) are compared as potential value stocks. Analysts evaluate their financial metrics, growth prospects, and market positions to determine which stock offers better value for investors. Key factors include earnings growth, dividend yields, and overall market conditions affecting both companies. The analysis aims to guide investors in making informed decisions based on current valuations and future potential. Comparative analysis of value stocks can moderately influence investor sentiment and market positioning.

3

Suzano S.A. Sponsored ADR (SUZ) is currently being evaluated for its value as a stock. Analysts are considering various factors, including financial performance, market conditions, and competitive positioning, to determine if it represents a good investment opportunity at this time. The company's fundamentals and market sentiment are under scrutiny as investors weigh potential risks and rewards. Current evaluations suggest a moderately noticeable influence on Suzano's financial performance and market positioning.

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