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SUZ 
Suzano Papel e Celulose SA ADR (SUZ)
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Upturn Advisory Summary
01/09/2026: SUZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $12.46
1 Year Target Price $12.46
| 3 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -17.61% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.80B USD | Price to earnings Ratio 9.55 | 1Y Target Price 12.46 |
Price to earnings Ratio 9.55 | 1Y Target Price 12.46 | ||
Volume (30-day avg) 5 | Beta 0.2 | 52 Weeks Range 8.23 - 10.63 | Updated Date 01/10/2026 |
52 Weeks Range 8.23 - 10.63 | Updated Date 01/10/2026 | ||
Dividends yield (FY) 2.13% | Basic EPS (TTM) 1 |
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 12.81% | Operating Margin (TTM) 16.86% |
Management Effectiveness
Return on Assets (TTM) 4.51% | Return on Equity (TTM) 15.16% |
Valuation
Trailing PE 9.55 | Forward PE 8.26 | Enterprise Value 25524586240 | Price to Sales(TTM) 0.23 |
Enterprise Value 25524586240 | Price to Sales(TTM) 0.23 | ||
Enterprise Value to Revenue 2.69 | Enterprise Value to EBITDA 5.24 | Shares Outstanding 1235908788 | Shares Floating 672235508 |
Shares Outstanding 1235908788 | Shares Floating 672235508 | ||
Percent Insiders - | Percent Institutions 4.87 |
Upturn AI SWOT
Suzano Papel e Celulose SA ADR
Company Overview
History and Background
Suzano Papel e Celulose SA, a Brazilian pulp and paper company, was founded in 1981. It has grown through strategic acquisitions and organic expansion to become one of the world's largest producers of eucalyptus pulp. A significant milestone was the 2019 merger with Fibria, which solidified its market leadership. The company also has a substantial presence in the paper and paperboard segment, serving diverse markets.
Core Business Areas
- Pulp: Suzano is a global leader in the production of hardwood pulp, primarily from eucalyptus. This segment is crucial for the company's revenue and profitability, supplying raw material for paper, tissue, and other cellulosic products worldwide.
- Paper and Paperboard: The company manufactures a wide range of paper products, including printing and writing paper, packaging paper, and paperboard for various applications, such as food packaging and consumer goods. This segment caters to both domestic and international markets.
- Biomaterials and Renewable Solutions: Suzano is increasingly focusing on developing innovative biomaterials and renewable solutions derived from forest resources, exploring new applications beyond traditional pulp and paper products.
Leadership and Structure
Suzano is led by a Board of Directors and an Executive Board. Key leadership positions include the CEO and heads of various business units and corporate functions. The company operates with a decentralized structure for its production facilities, while maintaining centralized strategic planning and financial management.
Top Products and Market Share
Key Offerings
- Eucalyptus Pulp (e.g., Suzano's 'Eukaliner'): Suzano is the world's largest producer of eucalyptus pulp, a key raw material for the global paper industry. Competitors include International Paper, WestRock, and UPM. Specific market share data for individual pulp types is often proprietary, but Suzano holds a significant global share in hardwood pulp.
- Printing and Writing Paper: Suzano produces various grades of paper for printing and writing, used in books, magazines, and office supplies. Key competitors include Domtar, Resolute Forest Products, and Sappi. Market share varies by region and paper grade.
- Packaging Paper and Paperboard: This includes products like corrugated cardboard and folding boxboard, essential for the packaging of consumer goods. Major competitors include WestRock, Amcor, and Smurfit Kappa. Suzano is a significant player in the Brazilian market for these products.
Market Dynamics
Industry Overview
The pulp and paper industry is a mature global market characterized by cyclical demand, influenced by economic conditions and evolving consumer preferences. Key trends include increasing demand for sustainable packaging, a shift towards digital communication impacting printing paper, and a growing focus on bio-based products. The industry is also subject to raw material price volatility and environmental regulations.
Positioning
Suzano is a dominant global player in eucalyptus pulp production due to its scale, efficient operations, and access to sustainable forest resources in Brazil. Its competitive advantages include its integrated production model, technological innovation, and strong customer relationships. The company is well-positioned to capitalize on the growing demand for sustainable packaging and bio-based materials. Its weakness lies in its exposure to commodity price fluctuations and currency risks.
Total Addressable Market (TAM)
The global pulp and paper market is valued in the hundreds of billions of USD. Suzano, as a leading pulp producer and a significant paper manufacturer, addresses a substantial portion of this TAM, particularly in the segments of hardwood pulp and packaging materials. Its strategic focus on sustainability and biomaterials aims to expand its share in emerging market segments.
Upturn SWOT Analysis
Strengths
- World's largest producer of eucalyptus pulp.
- Integrated supply chain from forest to finished product.
- Significant scale and operational efficiency.
- Strong focus on sustainability and renewable resources.
- Technological innovation in pulp and paper production.
Weaknesses
- Vulnerability to commodity price fluctuations (pulp prices).
- Exposure to currency exchange rate volatility (Brazilian Real vs. USD/EUR).
- Dependence on a few key raw materials (wood).
- Geographic concentration of operations in Brazil.
Opportunities
- Growing global demand for sustainable packaging solutions.
- Expansion into new biomaterials and bio-based products.
- Increased demand for paper products in emerging markets.
- Potential for further consolidation in the industry.
- Leveraging technological advancements for efficiency gains.
Threats
- Economic downturns impacting demand for paper products.
- Increasing competition from other global pulp producers.
- Stringent environmental regulations and compliance costs.
- Volatile energy and transportation costs.
- Geopolitical instability affecting global trade.
Competitors and Market Share
Key Competitors
- International Paper (IP)
- WestRock Company (WRK)
- UPM-Kymmene Oyj (UPM.HE)
- Smurfit Kappa Group (SKG.IR)
Competitive Landscape
Suzano's primary advantage lies in its scale and specialization in eucalyptus pulp, offering cost efficiencies and high-quality output. Its vertically integrated model provides greater control over its supply chain. However, competitors like International Paper and WestRock have broader product portfolios and significant market presence in North America. Smurfit Kappa and UPM are also major global players with strong positions in different segments of the paper and packaging industry.
Major Acquisitions
Fibria Celulose S.A.
- Year: 2019
- Acquisition Price (USD millions): 12900
- Strategic Rationale: The merger with Fibria created the world's largest eucalyptus pulp producer, significantly increasing Suzano's scale, market share, and operational efficiencies. It also enhanced its geographic diversification and product offerings, solidifying its global leadership in the pulp market.
Growth Trajectory and Initiatives
Historical Growth: Suzano has demonstrated consistent historical growth, primarily driven by strategic acquisitions and expansions, most notably the merger with Fibria. Its focus on optimizing eucalyptus cultivation and pulp production has been a key driver. The company has also expanded its paper and paperboard capacity to meet regional and global demand.
Future Projections: Future growth is expected to be supported by continued demand for pulp in Asia, the increasing trend towards sustainable packaging, and potential diversification into higher-value biomaterials. Analyst projections will likely consider global economic growth, commodity price forecasts, and the company's ongoing capital investment plans.
Recent Initiatives: Recent initiatives include further investments in expanding pulp production capacity, enhancing operational efficiency through digitalization and automation, and developing new products within the biomaterials and renewable solutions space. Sustainability remains a core strategic pillar, with ongoing efforts in reforestation and reducing environmental impact.
Summary
Suzano is a dominant global player in eucalyptus pulp with strong operational efficiencies and a focus on sustainability. Its significant scale and integrated model are key strengths, enabling it to capitalize on growing demand for paper products and biomaterials. However, the company is vulnerable to commodity price volatility and currency fluctuations. Continued investment in innovation and strategic expansion will be crucial for maintaining its leadership and navigating the competitive landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (e.g., SEC filings for ADRs)
- Industry Research Reports
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Market Data Providers
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Market share data and financial figures are estimates and can fluctuate. Investors should conduct their own due diligence before making investment decisions.
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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