Suzano S.A.

BOVESPA:SUZB3 주식 리포트

시가총액: R$51.5b

Suzano 향후 성장

Future 기준 점검 1/6

Suzano 의 수익은 연간 12.3% 감소할 것으로 예상되는 반면, 연간 수익은 9.1% 로 증가할 것으로 예상됩니다. EPS는 연간 13.1% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.5% 로 예상됩니다.

핵심 정보

-12.3%

이익 성장률

-13.14%

EPS 성장률

Forestry 이익 성장23.4%
매출 성장률9.1%
향후 자기자본이익률14.48%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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

내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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%.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

BOVESPA:SUZB3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (BRL Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202863,3466,51611,82020,81912
12/31/202762,6597,24412,14821,75415
12/31/202654,62410,3829,40018,76514
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

애널리스트 향후 성장 전망

수입 대 저축률: SUZB3 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.3%).

수익 vs 시장: SUZB3 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.3%).

고성장 수익: SUZB3 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: SUZB3 의 수익(연간 9.1%)이 BR 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: SUZB3 의 수익(연간 9.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SUZB3의 자본 수익률은 3년 후 14.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 01:19
종가2026/05/22 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
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Suzano S.A.는 24명의 분석가가 다루고 있습니다. 이 중 15명의 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