Análisis Argos
SUZ
SUZSin veredicto1 señal de riesgo
Suzano S.A. · Basic Materials
US$ 7.88
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
63/100
Sin veredicto
LA RESPUESTA
Luce barata, pero tiene 1 señal de riesgo en sus números. Esperá: barato no siempre es ganga.
Recompensas
Sin recompensas destacadas.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z en zona roja (0.78)
VALOR6/6FUTURO4/6PASADO3/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO4/6PASADO3/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos63de 100Sin veredicto
Ingresos4%
US$ 49.1 B
Margen operativo31%
22.8%
Flujo de caja libre37%
US$ 5.6 B
Deuda neta
US$ 91.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 9.7B
P/E0.7x
EV/EBITDA4.5x
FCF yield57.1%
ROIC5.5%
Margen operativo22.8%
Crecim. ingresos+3.6%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 1 jul
Introducing Arbex: a New Global Leader in Tissue and Hygiene
LONDON--(BUSINESS WIRE)--Arbex, a new global leader in tissue and hygiene, today commences operations as an independent business and unveils details of its brand, leadership team, and company structure. Announced in June 2025 as a $3.4 billion joint venture between Suzano (NYSE: SUZ), the world's largest pulp supplier, and Kimberly-Clark Corporation (NASDAQ: KMB), a global leader in consumer goods and personal care, the new business will manufacture, market and distribute consumer and professio.
zacks.com · 25 jun
SUZ vs. KLBAY: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Paper and Related Products sector might want to consider either Suzano S.A. Sponsored ADR (SUZ) or Klabin SA (KLBAY).
zacks.com · 25 jun
Should Value Investors Buy Suzano (SUZ) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
zacks.com · 10 jun
2 Paper and Related Products Stocks Set to Weather Industry Challenges
The near-term outlook for the Zacks Paper and Related Products industry is uncertain. Stocks like SUZ and MERC are braving the industry headwinds.
zacks.com · 9 jun
SUZ or KLBAY: Which Is the Better Value Stock Right Now?
Investors with an interest in Paper and Related Products stocks have likely encountered both Suzano S.A. Sponsored ADR (SUZ) and Klabin SA (KLBAY).
zacks.com · 9 jun
Are Investors Undervaluing Suzano (SUZ) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
seekingalpha.com · 8 jun
Suzano: Deleveraging Progress Is OK, Ignoring The Buyback And Some Non-Recurring Effects
Suzano S.A. is progressing with deleveraging, but at a slower pace than ideal due to excess CapEx and buybacks. Net debt reduction would have been approximately 5% in Q1 absent excess CapEx and buybacks, but actual reduction was closer to 2%. Suzano benefits from substantial input cost hedging and high fixed-rate debt exposure, mitigating capital cost risks and Brent price volatility, buying margins time despite Hormuz.
seekingalpha.com · 29 may
Suzano: The Best Player To Buy In This Volatile Pulp Market
I reiterate my buy rating as the scale perhaps makes Suzano the best player to weather this volatile pulp market. The pulp market was marked by price volatility last year and also by a trend of lower profitability for producers like SUZ. The pulp price is growing this year as the market is absorbing costs from chemicals and wood chips (due to logistic disruptions provoked by the Iran war).

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.