Sylvamo Corporation (SLVM) vs Suzano S.A. Sponsored ADR (SUZ)

Sylvamo Corporation and Suzano S.A. Sponsored ADR are both Paper & Paper Products companies. Suzano S.A. Sponsored ADR is the larger, with a market value of $10.8B against $1.4B — 7.6× the size. Suzano S.A. Sponsored ADR trades at the lower P/E: 4.4× against 18.8×. Suzano S.A. Sponsored ADR grew revenue faster over the last twelve months: 0.42% against −7.13%. Suzano S.A. Sponsored ADR has the higher net margin (17.8% vs 2.31%) and the lower return on invested capital (5.31% vs 7.91%). Both pay a dividend; Sylvamo Corporation yields more (2.19% vs 1.44%). Across the 22 metrics below, Suzano S.A. Sponsored ADR leads on 15 and Sylvamo Corporation on 7.

Valuation

Metric SLVM SUZ Paper & Paper Products median
P/E 18.83 4.41 —
P/S 0.43 1.19 0.22
P/B 1.50 1.09 —
Price to free cash flow n/m 11.08 —
EV/EBITDA 5.36 5.55 —
EV/Sales 0.65 2.58 0.65
Earnings yield 5.31% 22.66% (14.95%)
Free cash flow yield (0.77%) 9.02% 9.02%

Profitability

Metric SLVM SUZ Paper & Paper Products median
Gross margin 20.59% 28.63% 5.69%
Operating margin 6.43% 21.07% (5.41%)
Net margin 2.31% 17.82% (3.24%)
Free cash flow margin (0.33%) 10.72% 3.72%
Return on equity 7.94% 18.39% (6.05%)
Return on assets 2.74% 5.19% (3.07%)
Return on invested capital 7.91% 5.31% (4.06%)

Growth

Metric SLVM SUZ Paper & Paper Products median
Revenue growth (TTM) (7.13%) 0.42% (1.93%)
EPS growth (last fiscal year) (54.87%) 286.54% —
Revenue growth, 5-year CAGR 7.04% 8.72% 5.59%
Net income growth, 5-year CAGR (4.93%) 0.00% 0.00%

Health

Metric SLVM SUZ Paper & Paper Products median
Debt to equity 0.88 1.86 0.45
Current ratio 1.47 3.38 1.92
Net debt to EBITDA 1.38 3.46 1.38

Dividend

Metric SLVM SUZ Paper & Paper Products median
Dividend yield 2.19% 1.44% —
Payout ratio 0.11 0.10 0.06

Size

Metric SLVM SUZ Paper & Paper Products median
Market cap 1.43b 10.83b 326.91m

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