Update shared on02 Sep 2025
Fair value Increased 2.76%Suzano’s fair value target was marginally raised as a higher future P/E offset concerns over a declining net profit margin, resulting in an increase from R$73.61 to R$74.92.
What's in the News
- Suzano and Kimberly-Clark announced a strategic partnership to create a leading international tissue and professional products company, with Suzano holding a 51% stake and Kimberly-Clark 49%.
- Suzano is nearing the acquisition of Kimberly-Clark’s international tissue businesses outside North America for approximately $3.5 billion, positioning Suzano as a major global player.
- Suzano's board approved a joint venture agreement with a Kimberly-Clark subsidiary, advancing the strategic partnership.
- Board approval was granted for a Standing Wood Swap Agreement with Eldorado Brasil Celulose.
- Suzano was added to the Brazil Valor BM&FBOVESPA Index.
Valuation Changes
Summary of Valuation Changes for Suzano
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from R$73.61 to R$74.92.
- The Future P/E for Suzano has risen from 16.78x to 17.96x.
- The Net Profit Margin for Suzano has fallen from 16.63% to 15.53%.
Disclaimer
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