Suzano Gelecekteki Büyüme
Future kriter kontrolleri 1/6
Suzano'in kazancının yıllık 12.3% oranında azalması, yıllık gelirinin ise yıllık 9.1% oranında artması beklenmektedir. EPS'nin düşmesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.5% olacağı tahmin edilmektedir.
Anahtar bilgiler
-12.3%
Kazanç büyüme oranı
-13.14%
EPS büyüme oranı
| Forestry kazanç büyümesi | 23.3% |
| Gelir büyüme oranı | 9.1% |
| Gelecekteki özkaynak getirisi | 14.48% |
| Analist kapsamı | Good |
| Son güncelleme | 19 May 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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%.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 63,346 | 6,516 | 11,820 | 20,819 | 12 |
| 12/31/2027 | 62,659 | 7,244 | 12,148 | 21,754 | 15 |
| 12/31/2026 | 54,624 | 10,382 | 9,400 | 18,765 | 14 |
| 3/31/2026 | 49,531 | 11,373 | 4,138 | 16,635 | N/A |
| 12/31/2025 | 50,116 | 13,408 | 5,577 | 18,152 | N/A |
| 9/30/2025 | 51,179 | 6,555 | 7,517 | 18,995 | N/A |
| 6/30/2025 | 51,299 | 7,826 | 5,995 | 20,240 | N/A |
| 3/31/2025 | 49,498 | -949 | 6,598 | 21,968 | N/A |
| 12/31/2024 | 47,403 | -7,074 | 4,071 | 20,604 | N/A |
| 9/30/2024 | 43,598 | 4,177 | -252 | 18,963 | N/A |
| 6/30/2024 | 40,272 | 220 | -1,297 | 16,170 | N/A |
| 3/31/2024 | 37,938 | 9,063 | -1,884 | 16,072 | N/A |
| 12/31/2023 | 39,756 | 14,085 | -242 | 17,315 | N/A |
| 9/30/2023 | 43,754 | 17,034 | 1,491 | 18,742 | N/A |
| 6/30/2023 | 49,004 | 23,212 | 3,950 | 21,845 | N/A |
| 3/31/2023 | 51,364 | 18,314 | 5,397 | 21,345 | N/A |
| 12/31/2022 | 49,831 | 23,382 | 6,802 | 21,641 | N/A |
| 9/30/2022 | 46,931 | 18,236 | 7,379 | 20,309 | N/A |
| 6/30/2022 | 43,494 | 11,829 | 10,178 | 19,688 | N/A |
| 3/31/2022 | 41,819 | 21,688 | 11,209 | 19,180 | N/A |
| 12/31/2021 | 40,965 | 8,626 | 11,394 | 17,637 | N/A |
| 9/30/2021 | 37,508 | 12,231 | 11,457 | 17,190 | N/A |
| 6/30/2021 | 34,217 | 12,033 | 10,229 | 15,461 | N/A |
| 3/31/2021 | 32,369 | -60 | 9,708 | 14,694 | N/A |
| 12/31/2020 | 30,460 | -10,725 | 8,227 | 13,125 | N/A |
| 9/30/2020 | 29,496 | -15,471 | 6,165 | 10,139 | N/A |
| 6/30/2020 | 28,625 | -17,771 | 5,942 | 9,778 | N/A |
| 3/31/2020 | 27,295 | -15,013 | 4,402 | 8,313 | N/A |
| 12/31/2019 | 26,013 | -2,818 | N/A | 7,576 | N/A |
| 9/30/2019 | 22,193 | -2,525 | N/A | 7,822 | N/A |
| 6/30/2019 | 19,599 | 829 | N/A | 6,085 | N/A |
| 3/31/2019 | 16,148 | -1,713 | N/A | 4,994 | N/A |
| 12/31/2018 | 13,443 | 320 | N/A | 5,169 | N/A |
| 9/30/2018 | 13,416 | -771 | N/A | 4,614 | N/A |
| 6/30/2018 | 12,006 | 137 | N/A | 4,329 | N/A |
| 3/31/2018 | 11,321 | 2,176 | N/A | 3,487 | N/A |
| 12/31/2017 | 10,581 | 1,821 | N/A | 3,067 | N/A |
| 9/30/2017 | 9,833 | 996 | N/A | 3,302 | N/A |
| 6/30/2017 | 9,411 | 248 | N/A | 3,016 | N/A |
| 3/31/2017 | 9,385 | 1,003 | N/A | 2,755 | N/A |
| 12/31/2016 | 9,839 | 1,678 | N/A | 3,076 | N/A |
| 9/30/2016 | 10,094 | 2,472 | N/A | 2,970 | N/A |
| 6/30/2016 | 10,906 | 1,460 | N/A | 2,911 | N/A |
| 3/31/2016 | 10,785 | 962 | N/A | 3,008 | N/A |
| 12/31/2015 | 10,162 | -930 | N/A | 2,675 | N/A |
| 9/30/2015 | 9,692 | -1,463 | N/A | 2,237 | N/A |
| 6/30/2015 | 8,686 | -867 | N/A | 2,366 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: SUZB3 şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -12.3% ).
Kazançlar ve Piyasa: SUZB3 şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -12.3% ).
Yüksek Büyüme Kazançları: SUZB3 şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.
Gelir ve Pazar: SUZB3 şirketinin gelirinin (yıllık 9.1% ) BR pazarından (yıllık 6.5% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: SUZB3 şirketinin gelirinin (yıllık 9.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: SUZB3 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.5 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/24 16:14 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Suzano S.A. 24 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Pedro Grimaldi | Barclays |
| Mary Cleia da Silva | BB Banco de Investimento S.A. |
| Caio Ribeiro | BofA Global Research |