Suzano S.A.

BOVESPA:SUZB3 株式レポート

時価総額：R$51.2b

Suzano 将来の成長

Future 基準チェック /16

Suzanoの収益は年間13%で減少すると予測されていますが、年間収益は年間9%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に14.2% 13.1%なると予測されています。

主要情報

-13.0%

収益成長率

-13.14%

EPS成長率

Forestry 収益成長23.0%
収益成長率9.0%
将来の株主資本利益率14.23%
アナリストカバレッジ

Good

最終更新日02 Jun 2026

今後の成長に関する最新情報

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 • 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...
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...

Recent updates

ナラティブの更新 • 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.
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...
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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.

業績と収益の成長予測

BOVESPA:SUZB3 - アナリストの将来予測と過去の財務データ ( )BRL Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202863,0776,39311,10020,81912
12/31/202762,4617,04411,67221,75415
12/31/202654,42310,7478,66318,76514
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

アナリストによる今後の成長予測

収入対貯蓄率: SUZB3の収益は今後 3 年間で減少すると予測されています (年間-13% )。

収益対市場: SUZB3の収益は今後 3 年間で減少すると予測されています (年間-13% )。

高成長収益: SUZB3の収益は今後 3 年間で減少すると予測されています。

収益対市場: SUZB3の収益 ( 9% ) BR市場 ( 6.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: SUZB3の収益 ( 9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SUZB3の 自己資本利益率 は、3年後には低くなると予測されています ( 14.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/11 22:34
終値2026/06/10 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。23

アナリスト機関
Pedro GrimaldiBarclays
Mary Cleia da SilvaBB Banco de Investimento S.A.
Caio RibeiroBofA Global Research