COMPARE · Reviewed July 29, 2026
SSD vs SUZ
Verdict: Side-by-side breakdown using the Bull Rankings model. SSD scored 74.4, SUZ scored 51.9 — SSD leads.
Compare another set
SSD
Simpson Manufacturing Co Inc
74.4
$185.23 · $7.8B
Score gap
22.5
SSD leads
SUZ
Suzano S.A.
51.9
$8.39 · $10.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
SSD
stronger →← stronger
SUZ
83
Qualityreturns · margins · balance sheet
62
84
Growthrevenue & earnings expansion
42
59
Valuevaluation vs sector peers
75
SSD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SSD
SUZ
$358mC
FCF
$962mC+
+14.0%B+
Rev
+5.7%C+
0.06A
D/E
2.02D
20.8xB
P/E
4.7xA
1.48B
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
SSD
SUZ
47% above
Price vs fair valuelower is cheaper
31% below
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-41%
1-yr DCF upside
+40%
-32%
5-yr DCF upside
+45%
-18%
10-yr DCF upside
+53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SSD
Why this score
- Durable high returns
SUZ
Why this score
- Foreign reporter (BRL)
The companies
SSDSimpson Manufacturing Co Inc
Why now
Building · market cap $7.8b. 13% off the 52-week high of $213.49. Revenue growing +14%, comfortably above the S&P median.
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.