Suzano SA（SUZ）の株式分析SUZSuzano SA

Suzano SA, formerly Suzano Papel e Celulose SA is a Brazil-based forestry company. It is a developer of products made from eucalyptus forests and a vertically integrated producer of eucalyptus pulp and paper in Latin America. Its purpose is to manufacture, trade, import and export pulp, paper and other products. The Company’s product portfolio includes coated and uncoated printing and writing paper, paperboard, tissue paper, market pulp and fluff pulp. Suzano’s operations are divided into two segments: Pulp and Paper. The Pulp segment includes the production and commercialization of eucalyptus pulp for the foreign market, with the surplus destined for the domestic market, while the Paper segment covers the activities of production and sale of uncoated and coated paperboard and tissue. The Company has numerous subsidiaries, including Fibria Terminal de Celulose de Santos Spe SA, FuturaGene Biotechnology Shanghai Co Ltd and Suzano Pulp and Paper Europe SA. It operates in the Basic Materials sector.

Suzano SA is a good buy right now due to its low forward P/E of 7.776 and a current price of $8.5, which is significantly below the analyst price target of $13. This suggests a potential upside of approximately 53%. Additionally, the recent earnings report showed a positive EPS surprise of 66.67%, indicating improving profitability. However, a risk to consider is the declining gross margin, which has fallen to 24.41% in Q2 2026, down from 38.20% in Q4 2024, suggesting potential challenges in maintaining profitability.