Suzano（SUZB3）株式概要
Suzano S.A.は、ブラジル国内および海外でユーカリ・パルプおよび紙製品を生産・販売している。 詳細
SUZB3 Community Fair Values
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Analyst Price Targets
Suzano S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R$41.70 |
| 52週高値 | R$59.65 |
| 52週安値 | R$40.97 |
| ベータ | 0.11 |
| 1ヶ月の変化 | -11.93% |
| 3ヶ月変化 | -26.66% |
| 1年変化 | -21.26% |
| 3年間の変化 | -8.05% |
| 5年間の変化 | -32.24% |
| IPOからの変化 | 102.82% |
最新ニュース
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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%.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| SUZB3 | BR Forestry | BR 市場 | |
|---|---|---|---|
| 7D | 0% | 1.8% | 0.2% |
| 1Y | -21.3% | -19.8% | 14.8% |
業界別リターン: SUZB3過去 1 年間で-19.8 % の収益を上げたBR Forestry業界を下回りました。
リターン対市場: SUZB3は、過去 1 年間で14.8 % のリターンを上げたBR市場を下回りました。
価格変動
| SUZB3 volatility | |
|---|---|
| SUZB3 Average Weekly Movement | 3.6% |
| Forestry Industry Average Movement | 4.6% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in BR Market | 8.4% |
| 10% least volatile stocks in BR Market | 1.9% |
安定した株価: SUZB3 、 BR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SUZB3の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1924 | n/a | Beto Fernandez de Abreu | www.suzano.com.br |
スザノS A.は、ブラジル国内および海外でユーカリ・パルプおよび紙製品を生産・販売している。パルプと紙の2つのセグメントで事業を展開している。同社は、塗工・非塗工の印刷・筆記用紙、板紙、ティッシュペーパー、市場・フラッフパルプ、リグニンを提供している。また、バイオ燃料の研究・開発・生産、港湾ターミナルの運営、発電・配電事業、機器・部品の事業化、パルプ製品の工業化・事業化・輸出、道路貨物輸送活動、バイオテクノロジーの研究・開発活動、セルロース・極細繊維セルロース・紙・板紙製品の工業化・事業化、紙・コンピュータ材料の事業化も行っている。また、事業所、生産包装、コーポレート・ベンチャー・キャピタル、資金調達活動、セルロースベースの繊維、糸、繊維フィラメント、ナノ結晶パルプの開発・生産、森林の回復・保全・保護、繊維産業用原料の研究にも携わっている。Suzano S.A.は以前はSuzano Papel e Celulose S.A.として知られていたが、2019年4月にSuzano S.A.に社名を変更した。同社は1924年に設立され、ブラジルのサルバドールに本社を置いている。
Suzano S.A. 基礎のまとめ
| SUZB3 基礎統計学 | |
|---|---|
| 時価総額 | R$52.24b |
| 収益（TTM） | R$11.37b |
| 売上高(TTM) | R$49.53b |
4.5x
PER（株価収益率1.0x
P/SレシオSUZB3 は割高か？
公正価値と評価分析を参照収益と収入
| SUZB3 損益計算書（TTM） | |
|---|---|
| 収益 | R$49.53b |
| 売上原価 | R$33.97b |
| 売上総利益 | R$15.56b |
| その他の費用 | R$4.19b |
| 収益 | R$11.37b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 12, 2026
| 一株当たり利益（EPS） | 9.20 |
| グロス・マージン | 31.42% |
| 純利益率 | 22.96% |
| 有利子負債／自己資本比率 | 188.3% |
SUZB3 の長期的なパフォーマンスは？
過去の実績と比較を見る| Suzano 配当日 | |
|---|---|
| 配当落ち日 | Apr 30 2026 |
| 配当支払日 | Dec 31 2026 |
| 配当落ちまでの日数 | 23 days |
| 配当支払日までの日数 | 222 days |
SUZB3 配当は確実ですか？
SUZB3 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 00:19 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Suzano S.A. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Pedro Grimaldi | Barclays |
| Mary Cleia da Silva | BB Banco de Investimento S.A. |
| Caio Ribeiro | BofA Global Research |