COMPARE · Reviewed July 29, 2026
SUZ vs UFPI
Verdict: Side-by-side breakdown using the Bull Rankings model. SUZ scored 51.9, UFPI scored 44.5 — SUZ leads.
Compare another set
SUZ
Suzano S.A.
51.9
$8.39 · $10.4B
fundamentals as of
Score gap
7.4
SUZ leads
UFPI
UFP Industries, Inc.
44.5
$86.36 · $4.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
SUZ
stronger →← stronger
UFPI
62
Qualityreturns · margins · balance sheet
64
42
Growthrevenue & earnings expansion
46
75
Valuevaluation vs sector peers
30
UFPI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SUZ
UFPI
$962mC+
FCF
$301mC
+5.7%C+
Rev
-6.4%D
2.02D
D/E
0.12A-
4.7xA
P/E
18.8xB
0.80A-
PEG
2.67C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SUZ
UFPI
31% below
Price vs fair valuelower is cheaper
6% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
+40%
1-yr DCF upside
-12%
+45%
5-yr DCF upside
+6%
+53%
10-yr DCF upside
+39%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SUZ
Why this score
- Foreign reporter (BRL)
UFPI
Why this score
- Buying back stock
The companies
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.
UFPIUFP Industries, Inc.
Why now
Lumber & Wood Production · market cap $4.9b. Down 27% from 52-week high of $118.00 — deep drawdown territory. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. 5 sell-side analysts publish a mean 1-yr target of $103.00 (implying +19% upside).
Moat
FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line. Net margin 4.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.