Suzano S.A. (SUZ) AI Stock Analysis

Suzano S.A. produces and distributes eucalyptus pulp and paper products across Brazil and international markets through its Pulp and Paper segments. Its product portfolio includes coated and uncoated printing and writing papers, paperboards, tissue papers, market and fluff pulps, and lignin and its byproducts. Founded in 1924 and based in Salvador, Brazil, Suzano also operates port terminals, generates and distributes power, conducts biofuel research, and develops cellulose-based materials such as microfibrillated cellulose and textile fibers. Additionally, the company sells packaging, equipment, and parts alongside financial fundraising operations.

Suzano achieved a 5-year revenue CAGR of 10.0% from FY2020 to FY2025. Annual revenue grew 34.5% in FY2021 to $40.97B and 21.6% in FY2022 to $49.83B, before dropping 20.2% in FY2023 to $39.76B. Revenue rebounded 19.2% to $47.40B in FY2024, despite a net income loss of -$7.07B and a net margin of -14.9%. In FY2025, revenue increased 3.6% to $49.13B with an operating margin of 22.8% and net income of $13.14B, resulting in EPS of $5.26. In the latest quarter ended June 30, 2026, quarterly revenue fell 12.8% and quarterly earnings fell 64.0% year-over-year, while TTM revenue reached $47.83B.

As of June 30, 2026, Suzano held $26.23B in cash and short-term investments against total debt of $97.00B, resulting in net debt of $70.78B. Shareholders' equity was $49.62B, resulting in a debt-to-equity ratio of 1.95, while the current ratio stood at 3.38. For FY2025, operating cash flow was $17.80B and free cash flow reached $5.56B. Cash utilization in FY2025 included $12.25B in capital expenditures, $2.16B in dividends paid, and $188.1M in share buybacks.

Suzano trades at a trailing P/E of 6.8x and a forward P/E of 7.8x, both below the median of its US-listed Basic Materials peers at 19.7x and 13.4x, respectively. The company carries an enterprise value of $25.80B, giving an EV to EBITDA ratio of 4.3x versus the peer median of 10.5x, and a price-to-sales ratio of 0.2x against the peer median of 1.8x. Over the past year, SUZ shares delivered a return of -1.2%, trailing the S&P 500 return of 16.8%. Over a 5-year timeframe, the stock gained 4.3% compared to an 83.0% gain for the S&P 500.

Wall Street analyst coverage consists of 4 Strong Buy and 2 Buy ratings, with 0 Hold, 0 Sell, and 0 Strong Sell ratings. The consensus mean price target is $12.55, representing a 47.6% premium over the last close of $8.50. For the fiscal year ending December 31, 2026, analysts project revenue of $54.24B and EPS of $1.71, indicating an EPS decline of 17.9%. Over the last 4 quarters, the company exceeded EPS estimates 2 times. The next earnings date is scheduled for November 5, 2026.

This page is an AI-written research summary of Suzano S.A. (SUZ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SUZ income statement, SUZ balance sheet, SUZ key metrics, SUZ analyst forecast, SUZ chart. See the SUZ stock overview for the latest quote and news.