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Suzano Papel e Celulose SA ADR (SUZ)



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Upturn Advisory Summary
10/15/2025: SUZ (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $13.76
1 Year Target Price $13.76
3 | Strong Buy |
2 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.31% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.78B USD | Price to earnings Ratio 7.58 | 1Y Target Price 13.76 |
Price to earnings Ratio 7.58 | 1Y Target Price 13.76 | ||
Volume (30-day avg) 5 | Beta 0.29 | 52 Weeks Range 8.41 - 10.86 | Updated Date 10/15/2025 |
52 Weeks Range 8.41 - 10.86 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 3.75% | Basic EPS (TTM) 1.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.26% | Operating Margin (TTM) 22.92% |
Management Effectiveness
Return on Assets (TTM) 5.37% | Return on Equity (TTM) 18.74% |
Valuation
Trailing PE 7.58 | Forward PE 7.78 | Enterprise Value 26250561587 | Price to Sales(TTM) 0.21 |
Enterprise Value 26250561587 | Price to Sales(TTM) 0.21 | ||
Enterprise Value to Revenue 2.73 | Enterprise Value to EBITDA 5.11 | Shares Outstanding 1235908788 | Shares Floating 672235508 |
Shares Outstanding 1235908788 | Shares Floating 672235508 | ||
Percent Insiders - | Percent Institutions 5.3 |
Upturn AI SWOT
Suzano Papel e Celulose SA ADR

Company Overview
History and Background
Suzano Papel e Celulose SA, founded in 1924, is a Brazilian pulp and paper company. Initially a small printing business, it evolved into a major player in the global pulp and paper industry through strategic acquisitions and expansions, becoming one of the world's largest eucalyptus pulp producers after merging with Fibria in 2019.
Core Business Areas
- Pulp: The core business of Suzano is the production of eucalyptus pulp, which is used in the production of various paper products. This includes bleached hardwood kraft pulp (BHKP) and fluff pulp.
- Paper: Suzano also produces various types of paper, including printing and writing paper, paperboard, and tissue paper.
- Others: The company also has smaller operations including energy production and biotechnology research related to eucalyptus forestry.
Leadership and Structure
The CEO is Walter Schalka. The company operates with a board of directors and various executive committees responsible for different areas such as operations, finance, and strategy. The company is structured to support efficient management of its vast forestry operations and manufacturing facilities.
Top Products and Market Share
Key Offerings
- Eucalyptus Pulp (BHKP): Suzano is the world's largest producer of eucalyptus pulp. Market share fluctuates but is estimated to be over 30% globally. Revenue from pulp constitutes a significant portion of Suzano's total revenue. Competitors include APRIL and Asia Pulp & Paper.
- Printing and Writing Paper: Suzano produces a variety of printing and writing papers. Market share data is less readily available compared to pulp. Competitors include International Paper, Smurfit Kappa, and Mondi.
- Fluff Pulp: Suzano produces fluff pulp which is used in the absorbent hygiene products market. Suzano is a key global player within the top producers of fluff pulp. Competitors include Domtar and Georgia-Pacific.
Market Dynamics
Industry Overview
The global pulp and paper industry is influenced by factors such as demand for packaging materials, the shift towards sustainable materials, and e-commerce growth. The industry is highly competitive, with many large players.
Positioning
Suzano is a leading producer of eucalyptus pulp due to its efficient production costs and scale of operations. Its competitive advantage lies in its extensive eucalyptus plantations and advanced forestry management practices.
Total Addressable Market (TAM)
The global pulp and paper market is valued at hundreds of billions of dollars. Suzano's TAM is linked to its pulp and paper products. Given its leadership position, Suzano is well-positioned to capture a significant portion of this TAM, especially within eucalyptus pulp. Estimating the exact TAM attributed to Suzano's products requires detailed market research reports.
Upturn SWOT Analysis
Strengths
- World's largest eucalyptus pulp producer
- Low-cost producer due to efficient forestry operations
- Strong presence in emerging markets
- Vertical integration from forestry to pulp and paper production
Weaknesses
- Exposure to currency fluctuations (Brazilian Real)
- Vulnerability to pulp price volatility
- Dependence on eucalyptus plantations
- High levels of debt after Fibria merger
Opportunities
- Growing demand for sustainable packaging
- Expansion into new markets and products
- Increasing use of pulp in non-traditional applications (e.g., textiles)
- Potential for vertical integration into other forestry products
Threats
- Competition from other pulp producers
- Changes in environmental regulations
- Risk of diseases and pests affecting eucalyptus plantations
- Economic downturns affecting pulp demand
Competitors and Market Share
Key Competitors
- IP
- PKX
- SMFKY
Competitive Landscape
Suzano holds a competitive advantage in eucalyptus pulp production, due to its efficiency. Competitors offer different advantages in product diversification, market reach, and specific market segments.
Major Acquisitions
Fibria Celulose SA
- Year: 2019
- Acquisition Price (USD millions): 11300
- Strategic Rationale: Created the world's largest pulp producer by combining two leading companies, increasing scale and efficiency.
Growth Trajectory and Initiatives
Historical Growth: Suzano's growth has been driven by acquisitions, expansions, and increasing demand for pulp and paper products.
Future Projections: Analyst estimates depend on market conditions and economic growth.
Recent Initiatives: Recent strategic initiatives may include investments in new production capacity, sustainability programs, and research and development of new eucalyptus varieties.
Summary
Suzano is a leading global pulp and paper company with a strong position in the eucalyptus pulp market. Its strengths include its low-cost production and extensive forestry operations. However, it faces challenges related to currency fluctuations, pulp price volatility, and debt. Future growth depends on its ability to capitalize on sustainable packaging trends and expand into new markets, while managing its environmental and competitive risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Industry Analysis Reports
- Market Research Data
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Suzano Papel e Celulose SA ADR
Exchange NYSE | Headquaters Salvador, BA, Brazil | ||
IPO Launch date 1996-02-27 | CEO & Member of Management board Mr. João Alberto Fernandez de Abreu | ||
Sector Basic Materials | Industry Paper & Paper Products | Full time employees - | Website https://www.suzano.com.br |
Full time employees - | Website https://www.suzano.com.br |
Suzano S.A. manufactures and sells pulp and paper products in Brazil and internationally. It operates in two segments, Pulp, and Paper and Consumer Goods. 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; industrialization, commercialization, and exporting of pulp products; and commercialization of paper and computer materials. In addition, the company is involved in the business 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.

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