COMPARE · Data as of August 21, 2026
SUZ vs WFG
Verdict: Side-by-side breakdown using the Bull Rankings model. SUZ scored 54.8, WFG scored 13.3 — SUZ leads.
Compare another set
SUZ
Suzano S.A.
54.8
$8.78 · $10.8B
fundamentals as of
Score gap
41.5
SUZ leads
WFG
West Fraser Timber Co. Ltd.
13.3
$69.75 · $5.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSUZ+5.7%
- Strongest balance sheetWFG0.07
- Highest qualitySUZ62 / 100
- Largest discount to fair valueSUZ-27%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
SUZ
stronger →← stronger
WFG
62
Qualityreturns · margins · balance sheet
34
37
Growthrevenue & earnings expansion
14
98
Valuevaluation vs sector peers
4
SUZ is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
SUZ
WFG
$951mC+
FCF
-$315mF
+5.7%C+
Rev
-11.5%D
1.99D
D/E
0.07A-
6.9xA
P/E
—
—
P/S
1.0xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
SUZ
WFG
27% below
Price vs fair valuelower is cheaper
—
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+33%
1-yr DCF upside
—
+38%
5-yr DCF upside
—
+45%
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 $10.8b. Down 24% from 52-week high of $11.54 — deep drawdown territory. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $12.57 (implying +43% 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
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
WFGWest Fraser Timber Co. Ltd.
Why now
Lumber & Wood Production · market cap $5.5b. 9% 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 $84.83 (implying +22% 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.
Where SUZ and WFG diverge
On the headline score the gap is 41.5 points in favor of SUZ. The widest single difference is Value, where SUZ leads by 93.9 points.
- ValueSUZ 98.1 · WFG 4.2SUZ +93.9
- QualitySUZ 61.9 · WFG 33.8SUZ +28.1
- GrowthSUZ 37.3 · WFG 13.8SUZ +23.5
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.