Narrative Update • Jul 03

The Paper Products industry has stayed flat over the last week. Unfortunately though, the industry is down 18% over the past 12 months. In the next few years, earnings are forecast to decline by 14% annually.
Has the Brazilian Paper Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | R$51.4b | R$49.5b | R$11.4b | 4.5x | 4.5x | 1x |
| Mon, 08 Jun 2026 | R$51.6b | R$49.5b | R$11.4b | 4.5x | 4.5x | 1x |
| Wed, 06 May 2026 | R$52.4b | R$49.5b | R$11.4b | 4.6x | 4.6x | 1.1x |
| Fri, 03 Apr 2026 | R$62.9b | R$50.1b | R$13.4b | 4.7x | 4.7x | 1.3x |
| Sun, 01 Mar 2026 | R$71.7b | R$50.1b | R$13.4b | 5.3x | 5.3x | 1.4x |
| Tue, 27 Jan 2026 | R$64.6b | R$51.2b | R$6.6b | 9.7x | 9.9x | 1.3x |
| Thu, 25 Dec 2025 | R$63.6b | R$51.2b | R$6.6b | 9.7x | 9.7x | 1.2x |
| Sat, 22 Nov 2025 | R$59.7b | R$51.2b | R$6.6b | 9.1x | 9.1x | 1.2x |
| Mon, 20 Oct 2025 | R$58.9b | R$51.3b | R$7.8b | 7.5x | 7.5x | 1.1x |
| Wed, 17 Sep 2025 | R$62.6b | R$51.3b | R$7.8b | 8x | 8x | 1.2x |
| Fri, 15 Aug 2025 | R$66.6b | R$51.3b | R$7.8b | 8.5x | 8.5x | 1.3x |
| Sun, 13 Jul 2025 | R$61.8b | R$49.5b | -R$948,830,000.00 | n/a | -65.1x | 1.2x |
| Tue, 10 Jun 2025 | R$66.4b | R$49.5b | -R$948,830,000.00 | n/a | -69.9x | 1.3x |
| Thu, 08 May 2025 | R$63.5b | R$47.4b | -R$7,074,198,000.00 | n/a | -9x | 1.3x |
| Sat, 05 Apr 2025 | R$63.1b | R$47.4b | -R$7,074,198,000.00 | n/a | -8.9x | 1.3x |
| Mon, 03 Mar 2025 | R$69.8b | R$47.4b | -R$7,074,198,000.00 | n/a | -9.9x | 1.5x |
| Wed, 29 Jan 2025 | R$78.2b | R$43.6b | R$4.2b | 18.6x | 18.7x | 1.8x |
| Fri, 27 Dec 2024 | R$75.9b | R$43.6b | R$4.2b | 18.4x | 18.2x | 1.7x |
| Sun, 24 Nov 2024 | R$75.2b | R$43.6b | R$4.2b | 18x | 18x | 1.7x |
| Tue, 22 Oct 2024 | R$70.1b | R$40.3b | R$219.5m | 322.1x | 319.3x | 1.7x |
| Thu, 19 Sep 2024 | R$67.0b | R$40.3b | R$219.5m | 301.1x | 305.1x | 1.7x |
| Sat, 17 Aug 2024 | R$68.4b | R$40.3b | R$219.5m | 311.5x | 311.5x | 1.7x |
| Mon, 15 Jul 2024 | R$69.2b | R$39.5b | R$9.4b | 6.7x | 7.4x | 1.8x |
| Wed, 12 Jun 2024 | R$65.7b | R$39.5b | R$9.4b | 6.3x | 7x | 1.7x |
| Fri, 10 May 2024 | R$69.6b | R$41.3b | R$14.4b | 5.9x | 4.8x | 1.7x |
| Sun, 07 Apr 2024 | R$83.1b | R$41.3b | R$14.5b | 5.7x | 5.7x | 2x |
| Tue, 05 Mar 2024 | R$77.5b | R$41.3b | R$14.5b | 5.4x | 5.4x | 1.9x |
| Thu, 01 Feb 2024 | R$69.5b | R$45.4b | R$17.5b | 4.5x | 4x | 1.5x |
| Sat, 30 Dec 2023 | R$74.3b | R$45.4b | R$17.5b | 4.9x | 4.2x | 1.6x |
| Mon, 27 Nov 2023 | R$71.4b | R$45.4b | R$17.5b | 4.7x | 4.1x | 1.6x |
| Wed, 25 Oct 2023 | R$72.9b | R$50.7b | R$23.7b | 4.3x | 3.1x | 1.4x |
| Fri, 22 Sep 2023 | R$75.3b | R$50.7b | R$23.7b | 4.7x | 3.2x | 1.5x |
| Sun, 20 Aug 2023 | R$67.9b | R$50.7b | R$23.7b | 4x | 2.9x | 1.3x |
| Tue, 18 Jul 2023 | R$58.7b | R$53.1b | R$18.7b | 5x | 3.1x | 1.1x |
3.1x
How does Brazilian Paper Products compare with similar industries?
| BR Market | 2.17% | |
| Materials | -1.75% | |
| Paper and Forestry Products | 1.44% | |
| Paper Products | 1.84% | |
| Forestry Products | -1.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SUZB3 Suzano | R$41.55 | 1.8% +R$927.1m | -16.7% | PE4.5x |