Suzano S.A.

Informe acción BOVESPA:SUZB3

Capitalización de mercado: R$51.3b

Suzano Crecimiento futuro

Future controles de criterios 1/6

Se prevé que los beneficios de Suzano disminuyan en un 13.1% al año, mientras que se espera que sus ingresos anuales crezcan en un 9% al año. Se prevé que el BPA disminuya en un 13.4% por año. Se espera que la rentabilidad financiera sea de 14.1% en 3 años.

Información clave

-13.1%

Tasa de crecimiento de los beneficios

-13.35%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Forestry23.1%
Tasa de crecimiento de los ingresos9.0%
Rentabilidad financiera futura14.06%
Cobertura de analistas

Good

Última actualización12 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Feb 13

Suzano S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders of Suzano S.A. ( BVMF:SUZB3 ) will be pleased this week, given that the stock price is up 16% to R$58.25...
Artículo de análisis Nov 11

Suzano S.A. Just Missed EPS By 9.4%: Here's What Analysts Think Will Happen Next

Suzano S.A. ( BVMF:SUZB3 ) shareholders are probably feeling a little disappointed, since its shares fell 3.8% to...
Artículo de análisis Aug 10

Suzano S.A. Just Beat EPS By 109%: Here's What Analysts Think Will Happen Next

BOVESPA:SUZB3 1 Year Share Price vs Fair Value Explore Suzano's Fair Values from the Community and select yours Suzano...

Recent updates

Actualización de narrativa Jun 02

SUZB3: Capital Increase And Added Minerals Activity Will Support Upside

Analysts have slightly trimmed Suzano's fair value estimate from about R$68.68 to R$67.08, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E levels. What's in the News At the Annual and Extraordinary General Shareholders' Meeting on April 23, 2026, shareholders approved amendments to Suzano's bylaws, including an expanded corporate purpose to cover extraction and processing of mineral substances such as basalt, gravel, clay and related materials, as a complementary activity to existing operations.
Actualización de narrativa Apr 20

SUZB3: Share Repurchases And Dividend Proposal Will Support Long Term Upside

Analysts have revised their Suzano fair value estimate from R$70.98 to R$68.68, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Suzano has scheduled a Special and Extraordinary Shareholders Meeting for April 23, 2026, providing a key date to watch for approvals and corporate decisions related to the company (Key Developments).
Actualización de narrativa Apr 05

SUZB3: Share Repurchases And Dividend Proposal Will Support Future Upside

Analysts have slightly trimmed Suzano's fair value estimate to R$70.98 from R$71.21, as small adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions feed through to the price target calculation. What's in the News Suzano has called a Special and Extraordinary Shareholders Meeting for April 23, 2026, which will address key corporate matters including proposed dividends and bylaw changes (company event filing).
Actualización de narrativa Mar 21

SUZB3: Share Repurchases And Richer P E Multiple Will Support Upside

Analysts have nudged their Suzano price target higher to R$71.21 from R$70.56, citing modest adjustments in the discount rate, revenue growth, profit margin assumptions and a slightly richer future P/E multiple. What's in the News Suzano's board authorized a share repurchase program on February 10, 2026, allowing the company to buy back up to 40,000,000 shares, which may be held in treasury, canceled, or later sold.
Actualización de narrativa Mar 07

SUZB3: Share Buybacks And Dividends Will Support Future Upside Potential

Analysts have increased their Suzano price target from R$69.36 to R$70.56, reflecting updated assumptions for slightly stronger revenue growth, profit margins, and a modestly lower discount rate, partly offset by a lower future P/E multiple. What's in the News Suzano announced a share repurchase program authorizing the buyback of up to 40,000,000 shares over a period of up to 18 months, using available profit and capital reserves and realized profit for the year as defined in its 2025 financial statements (Key Developments).
Actualización de narrativa Feb 20

SUZB3: Share Repurchases And Dividends Will Support Future Upside Potential

Analysts have nudged their Suzano price target slightly higher to reflect updated assumptions around a fair value of R$69.36, a lower discount rate, and modest adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News Suzano S.A. announced a share repurchase program for up to 40,000,000 shares.
Artículo de análisis Feb 17

We Think That There Are Issues Underlying Suzano's (BVMF:SUZB3) Earnings

Suzano S.A.'s ( BVMF:SUZB3 ) stock was strong after they recently reported robust earnings. We did some analysis and...
Artículo de análisis Feb 13

Suzano S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders of Suzano S.A. ( BVMF:SUZB3 ) will be pleased this week, given that the stock price is up 16% to R$58.25...
Artículo de análisis Feb 07

Does Suzano (BVMF:SUZB3) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Feb 05

SUZB3: Expanded Pulp Capacity And Upcoming Dividends Will Support Share Upside

Analysts have trimmed their price target on Suzano from US$70.21 to US$69.18, citing slightly softer assumptions around revenue growth, profit margins, and a marginally higher discount rate, partly balanced by a small upward adjustment to the future P/E multiple. What's in the News Suzano has started operations at a new fluff pulp production line at its Limeira unit in São Paulo state.
Actualización de narrativa Jan 21

SUZB3: Expanded Pulp Capacity And Future Dividends Will Support Share Upside

Analysts now estimate Suzano's fair value at about $70.21 per share, a reduction of roughly $0.75 from the prior $70.96 estimate, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News Suzano has started operations at a new fluff pulp production line at its Limeira unit in Sao Paulo state after a BRL 490 million investment, with capacity for both Eucafluff and market pulp, and total fluff pulp capacity now described as more than four times the prior level at 100,000 tonnes per year (Key Developments).
Artículo de análisis Jan 20

Returns On Capital At Suzano (BVMF:SUZB3) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Jan 07

SUZB3: New Fluff Pulp Capacity Will Support Future Earnings Momentum

Analysts have nudged their fair value estimate for Suzano slightly lower to $70.96 from $71.99, citing modest adjustments to projected revenue growth, profit margins, and future P/E assumptions. What's in the News Suzano has started operations at a new fluff pulp production line at its Limeira unit in São Paulo state, following a BRL 490 million investment that brings total fluff pulp capacity to 440,000 tonnes per year.
Actualización de narrativa Dec 18

SUZB3: Conservation Tech Partnership Will Drive Strong Environmental And Earnings Momentum

Analysts have modestly reduced their price target on Suzano to approximately $72 from about $73. This reflects slightly lower expected profit margins that more than offset incremental improvements in forecast revenue growth and valuation multiples.
Actualización de narrativa Dec 04

SUZB3: Environmental Tech Partnership Will Drive Strong Momentum Into Next Year

Analysts have modestly reduced their price target on Suzano, trimming fair value by about $1.03 to roughly $72.84. This reflects slightly lower expectations for revenue growth and profit margins even as they factor in a higher future P E multiple.
Actualización de narrativa Nov 20

SUZB3: Upcoming Board Decisions Will Drive Robust Momentum Into Next Year

Narrative Update on Suzano Analysts have slightly lowered their price target for Suzano from $74.18 to $73.86. This adjustment reflects modest changes to revenue growth, profit margin, and future earnings expectations.
Artículo de análisis Nov 11

Suzano S.A. Just Missed EPS By 9.4%: Here's What Analysts Think Will Happen Next

Suzano S.A. ( BVMF:SUZB3 ) shareholders are probably feeling a little disappointed, since its shares fell 3.8% to...
Actualización de narrativa Nov 05

SUZB3: Upcoming Board Decisions Will Drive Robust Momentum Into Next Year

Narrative Update on Suzano Analysts have maintained Suzano's fair value estimate at R$74.18. They cite a stable fundamental outlook and unchanged revenue growth assumptions in their latest price target review.
Artículo de análisis Oct 28

Suzano (BVMF:SUZB3) Takes On Some Risk With Its Use Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Oct 22

Analysts Trim Suzano Price Target as Board Meetings Drive Valuation Adjustments

Analysts have slightly reduced their price target for Suzano from R$74.77 to R$74.18. This change reflects modest adjustments in key valuation assumptions.
Actualización de narrativa Oct 08

Packaging US Integration And Strong Pulp Demand Will Drive Future Success

Analysts have slightly lowered their fair value estimate for Suzano. The target has been reduced from $75.64 to $74.77, reflecting updated expectations for revenue growth, profit margins, and discount rates.
Artículo de análisis Oct 03

The Price Is Right For Suzano S.A. (BVMF:SUZB3)

When you see that almost half of the companies in the Forestry industry in Brazil have price-to-sales ratios (or "P/S...
Actualización de narrativa Sep 02

Packaging US Integration And Strong Pulp Demand Will Drive Future Success

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%.
Artículo de análisis Aug 10

Suzano S.A. Just Beat EPS By 109%: Here's What Analysts Think Will Happen Next

BOVESPA:SUZB3 1 Year Share Price vs Fair Value Explore Suzano's Fair Values from the Community and select yours Suzano...
Artículo de análisis Aug 08

Slowing Rates Of Return At Suzano (BVMF:SUZB3) Leave Little Room For Excitement

BOVESPA:SUZB3 1 Year Share Price vs Fair Value Explore Suzano's Fair Values from the Community and select yours If...
Artículo de análisis Jul 14

Does Suzano (BVMF:SUZB3) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jun 22

Revenues Tell The Story For Suzano S.A. (BVMF:SUZB3)

Suzano S.A.'s ( BVMF:SUZB3 ) price-to-sales (or "P/S") ratio of 1.3x may not look like an appealing investment...
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Nueva narrativa Nov 12

Critical Acquisitions And Improved Efficiencies Set The Stage For Impressive Earnings Growth

Strategic acquisitions and efficiency improvements at Ribas mill are expected to boost earnings and positively impact net margins.

Previsiones de crecimiento de beneficios e ingresos

BOVESPA:SUZB3 - Estimaciones futuras de los analistas y datos financieros pasados (BRL Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202863,0326,29010,83721,77012
12/31/202762,4247,03711,17621,98315
12/31/202654,33210,5167,86818,86614
3/31/202649,53111,3734,13816,635N/A
12/31/202550,11613,4085,57718,152N/A
9/30/202551,1796,5557,51718,995N/A
6/30/202551,2997,8265,99520,240N/A
3/31/202549,498-9496,59821,968N/A
12/31/202447,403-7,0744,07120,604N/A
9/30/202443,5984,177-25218,963N/A
6/30/202440,272220-1,29716,170N/A
3/31/202437,9389,063-1,88416,072N/A
12/31/202339,75614,085-24217,315N/A
9/30/202343,75417,0341,49118,742N/A
6/30/202349,00423,2123,95021,845N/A
3/31/202351,36418,3145,39721,345N/A
12/31/202249,83123,3826,80221,641N/A
9/30/202246,93118,2367,37920,309N/A
6/30/202243,49411,82910,17819,688N/A
3/31/202241,81921,68811,20919,180N/A
12/31/202140,9658,62611,39417,637N/A
9/30/202137,50812,23111,45717,190N/A
6/30/202134,21712,03310,22915,461N/A
3/31/202132,369-609,70814,694N/A
12/31/202030,460-10,7258,22713,125N/A
9/30/202029,496-15,4716,16510,139N/A
6/30/202028,625-17,7715,9429,778N/A
3/31/202027,295-15,0134,4028,313N/A
12/31/201926,013-2,818N/A7,576N/A
9/30/201922,193-2,525N/A7,822N/A
6/30/201919,599829N/A6,085N/A
3/31/201916,148-1,713N/A4,994N/A
12/31/201813,443320N/A5,169N/A
9/30/201813,416-771N/A4,614N/A
6/30/201812,006137N/A4,329N/A
3/31/201811,3212,176N/A3,487N/A
12/31/201710,5811,821N/A3,067N/A
9/30/20179,833996N/A3,302N/A
6/30/20179,411248N/A3,016N/A
3/31/20179,3851,003N/A2,755N/A
12/31/20169,8391,678N/A3,076N/A
9/30/201610,0942,472N/A2,970N/A
6/30/201610,9061,460N/A2,911N/A
3/31/201610,785962N/A3,008N/A
12/31/201510,162-930N/A2,675N/A
9/30/20159,692-1,463N/A2,237N/A
6/30/20158,686-867N/A2,366N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de SUZB3 disminuyan en los próximos 3 años (-13.1% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de SUZB3 disminuyan en los próximos 3 años (-13.1% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de SUZB3 disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (9% al año) de SUZB3 crezcan más rápidamente que los del mercado BR (7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 9% al año) de SUZB3 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SUZB3 sea baja dentro de 3 años (14.1%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/13 22:17
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Suzano S.A. está cubierta por 23 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Pedro GrimaldiBarclays
Mary Cleia da SilvaBB Banco de Investimento S.A.
Caio RibeiroBofA Global Research