COMPARE · Reviewed July 29, 2026
SLVM vs SUZ
Verdict: Side-by-side breakdown using the Bull Rankings model. SLVM scored 41.8, SUZ scored 51.9 — SUZ leads.
Compare another set
SLVM
Sylvamo Corporation
41.8
$37.32 · $1.5B
fundamentals as of
Score gap
10.1
SUZ leads
SUZ
Suzano S.A.
51.9
$8.39 · $10.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
SLVM
stronger →← stronger
SUZ
53
Qualityreturns · margins · balance sheet
62
29
Growthrevenue & earnings expansion
42
47
Valuevaluation vs sector peers
75
SUZ is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
SLVM
SUZ
$10mC-
FCF
$962mC+
-11.0%D
Rev
+5.7%C+
1.01C
D/E
2.02D
14.9xB+
P/E
4.7xA
—
PEG
0.80A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SLVM
SUZ
412% above
Price vs fair valuelower is cheaper
31% below
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-85%
1-yr DCF upside
+40%
-80%
5-yr DCF upside
+45%
-70%
10-yr DCF upside
+53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SLVM
Why this score
- Buying back stock
SUZ
Why this score
- Foreign reporter (BRL)
The companies
SLVMSylvamo Corporation
Why now
Paper & Paper Products · market cap $1.5b. Down 34% from 52-week high of $56.80 — deep drawdown territory. Revenue -11% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $51.75 (implying +39% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -11% — the operational turn is not yet visible in the top line. Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 90% of earnings on a 4.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
SUZSuzano S.A.
Why now
Paper & Paper Products · market cap $10.4b. Down 27% from 52-week high of $11.54 — deep drawdown territory. PEG 0.80 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $12.57 (implying +50% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 2.02 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.