COMPARE · Reviewed July 29, 2026
SUZ vs WFG
Verdict: Side-by-side breakdown using the Bull Rankings model. SUZ scored 51.9, WFG scored 15.9 — SUZ leads.
Compare another set
SUZ
Suzano S.A.
51.9
$8.39 · $10.4B
fundamentals as of
Score gap
36.0
SUZ leads
WFG
West Fraser Timber Co. Ltd.
15.9
$62.64 · $4.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
SUZ
stronger →← stronger
WFG
62
Qualityreturns · margins · balance sheet
33
42
Growthrevenue & earnings expansion
24
75
Valuevaluation vs sector peers
5
SUZ is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
SUZ
WFG
$962mC+
FCF
-$315mF
+5.7%C+
Rev
-11.5%D
2.02D
D/E
0.10A-
4.7xA
P/E
—
0.80A-
PEG
—
—
P/S
0.9xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SUZ
WFG
31% below
Price vs fair valuelower is cheaper
—
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+40%
1-yr DCF upside
—
+45%
5-yr DCF upside
—
+53%
10-yr DCF upside
—
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)
WFG
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.
WFGWest Fraser Timber Co. Ltd.
Why now
Lumber & Wood Production · market cap $4.9b. 19% off the 52-week high of $76.99. Revenue -12% — in contraction; any catalyst that reverses this triggers re-rating. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $85.17 (implying +36% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$315m) — capital raises or debt issuance likely required; dilution / leverage risk. Revenue contracting -12% — the operational turn is not yet visible in the top line. Currently unprofitable (margin -17.2%) — path to GAAP profitability is the core thesis risk.
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.