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Suzano S.A.BOVESPA:SUZB3 주식 보고서

시가총액 R$54.2b
주가
R$43.84
R$68.68
36.2% 저평가 내재 할인율
1Y-13.4%
7D-3.9%
포트폴리오 가치
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Suzano S.A.

BOVESPA:SUZB3 주식 리포트

시가총액: R$54.2b

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Community Contributor
CA$5.07FV 68.0% 저평가 내재 할인율
4849.4%Revenue growth p.a.
13.5k
37
1
271
2mo ago

Suzano S.A. 경쟁사

가격 이력 및 성과

Suzano 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가R$43.84
52주 최고가R$59.65
52주 최저가R$43.06
베타0.28
1개월 변동-13.79%
3개월 변동-10.02%
1년 변동-13.45%
3년 변동5.36%
5년 변동-34.97%
IPO 이후 변동113.23%

최근 뉴스 및 업데이트

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).

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).

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.

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

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).

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).

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.

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).

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.

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

Feb 17
We Think That There Are Issues Underlying Suzano's (BVMF:SUZB3) Earnings

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

Feb 13
Suzano S.A. Just Missed Earnings - But Analysts Have Updated Their Models

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

Feb 07
Does Suzano (BVMF:SUZB3) Have A Healthy Balance Sheet?

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.

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).

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

Jan 20
Returns On Capital At Suzano (BVMF:SUZB3) Have Stalled

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.

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.

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.

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.

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

Nov 11
Suzano S.A. Just Missed EPS By 9.4%: Here's What Analysts Think Will Happen Next

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.

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

Oct 28
Suzano (BVMF:SUZB3) Takes On Some Risk With Its Use Of Debt

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.

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.

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

Oct 03
The Price Is Right For Suzano S.A. (BVMF:SUZB3)

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%.

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

Aug 10
Suzano S.A. Just Beat EPS By 109%: Here's What Analysts Think Will Happen Next

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

Aug 08
Slowing Rates Of Return At Suzano (BVMF:SUZB3) Leave Little Room For Excitement

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

Jul 14
Does Suzano (BVMF:SUZB3) Have A Healthy Balance Sheet?

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

Jun 22
Revenues Tell The Story For Suzano S.A. (BVMF:SUZB3)
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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.

주주 수익률

SUZB3BR ForestryBR 시장
7D-3.9%-3.2%-1.8%
1Y-13.4%-13.7%23.7%

수익률 대 산업: SUZB3은 지난 1년 동안 -13.7%의 수익을 기록한 BR Forestry 산업과 동일한 성과를 보였습니다.

수익률 대 시장: SUZB3은 지난 1년 동안 23.7%를 기록한 BR 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is SUZB3's price volatile compared to industry and market?
SUZB3 volatility
SUZB3 Average Weekly Movement5.4%
Forestry Industry Average Movement5.0%
Market Average Movement4.8%
10% most volatile stocks in BR Market8.0%
10% least volatile stocks in BR Market1.5%

안정적인 주가: SUZB3는 지난 3개월 동안 BR 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: SUZB3의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1924n/aBeto Fernandez de Abreuwww.suzano.com.br

수자노는 브라질과 전 세계에 유칼립투스 펄프와 제지 제품을 생산 및 판매하는 회사입니다. 이 회사는 펄프와 제지 두 부문으로 운영됩니다. 이 회사는 코팅 및 비코팅 인쇄 및 필기 용지, 판지, 티슈 페이퍼, 마켓 및 플러프 펄프, 리그닌을 제공합니다.

Suzano S.A. 기초 지표 요약

Suzano의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
SUZB3 기초 통계
시가총액R$54.19b
순이익 (TTM)R$11.37b
매출 (TTM)R$49.53b
4.8x
주가수익비율(P/E)
1.1x
주가매출비율(P/S)

SUZB3는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
SUZB3 손익계산서 (TTM)
매출R$49.53b
매출원가R$33.97b
총이익R$15.56b
기타 비용R$4.19b
순이익R$11.37b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 12, 2026

주당순이익(EPS)9.20
총이익률31.42%
순이익률22.96%
부채/자본 비율188.3%

SUZB3의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.6%
현재 배당 수익률
12%
배당 성향

SUZB3는 안정적으로 배당을 지급합니까?

SUZB3 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 SUZB3를 매수해야 하나요?
Suzano 배당 일정
배당락일Apr 30 2026
배당 지급일Dec 31 2026
배당락일까지 남은 일수3 days
배당 지급일까지 남은 일수242 days

SUZB3는 안정적으로 배당을 지급합니까?

SUZB3 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 10:13
종가2026/04/30 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Suzano S.A.는 24명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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