If you are looking for stocks that are well positioned to maintain their recent uptrend, Suzano (SUZ) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Suzano S.A. (SUZ) Q4 2025 Earnings Call Transcript
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.
Investors interested in Paper and Related Products stocks are likely familiar with Suzano S.A. Sponsored ADR (SUZ) and Klabin SA (KLBAY).
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.
Pulp prices relevant for Suzano (SUZ) remain under pressure, but are now trading close to global marginal costs, while rising woodchip costs in China suggest the downside is becoming increasingly constrained. SUZ's capital cycle is transitioning from expansion to harvest mode, with major projects (Ribas) delivered and CapEx set to decline ~18% into 2026. At US$525/t realized prices, SUZ generates an 18.1% FCF yield and trades at 6.4x EV/EBITDA, well below industry averages, supporting a bullish rating.
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.
Investors interested in stocks from the Paper and Related Products sector have probably already heard of Suzano S.A. Sponsored ADR (SUZ) and Klabin SA (KLBAY).
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.
Suzano (SUZ) faces short-term pressure from lower pulp prices but expects industry supply cuts and Chinese demand to support future price recovery. Deleveraging progress has slowed due to lingering CAPEX from Cerrado, but management anticipates reduced CAPEX going forward. We aren't seeing a structural issue for their market at the moment that would have us back away from considerable teen-level FCFYs.
Suzano S.A. ( SUZ ) Q3 2025 Earnings Call November 7, 2025 8:00 AM EST Company Participants João Fernandez de Abreu - CEO & Member of Management board Fabio Almeida Oliveira - Executive Vice President of Paper & Packaging Leonardo Grimaldi - Executive VP of Pulp Commercial & Logistics and Member of Management Board Aires Galhardo - Executive VP of Pulp, Operations Engineering & Energy and Member of Management Board Marcos Assumpcao - Chief Financial & Investor Relations Officer and Member of Management Board Luis Renato Bueno - Executive Vice President of Consumer Goods & Corporate Relations Conference Call Participants Caio Ribeiro - BofA Securities, Research Division Daniel Sasson - Itaú Corretora de Valores S.A.
Investors interested in stocks from the Paper and Related Products sector have probably already heard of Suzano S.A. Sponsored ADR (SUZ) and Klabin SA (KLBAY).