Mercer International Inc (MERC)vsSuzano Papel e Celulose SA ADR (SUZ)
MERC
Mercer International Inc
$0.87
-5.29%
BASIC MATERIALS · Cap: $56.27M
SUZ
Suzano Papel e Celulose SA ADR
$8.18
+1.87%
BASIC MATERIALS · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 2577% more annual revenue ($49.53B vs $1.85B). SUZ leads profitability with a 23.0% profit margin vs -28.5%. SUZ earns a higher WallStSmart Score of 57/100 (C).
MERC
Avoid33
out of 100
Grade: F
SUZ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.5%
Fair Value
$11.92
Current Price
$0.87
$11.05 discount
Margin of Safety
+50.8%
Fair Value
$22.71
Current Price
$8.18
$14.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
ROE of -244.3% — below average capital efficiency
Revenue declined 5.1%
Earnings declined 31.9%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MERC
The strongest argument for MERC centers on Debt/Equity.
Bull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 23.0% and operating margin at 16.7%.
Bear Case : MERC
The primary concerns for MERC are PEG Ratio, Market Cap, Piotroski F-Score.
Bear Case : SUZ
The primary concerns for SUZ are Revenue Growth, EPS Growth, Free Cash Flow. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
MERC profiles as a turnaround stock while SUZ is a declining play — different risk/reward profiles.
MERC carries more volatility with a beta of 0.49 — expect wider price swings.
MERC is growing revenue faster at -3.5% — sustainability is the question.
MERC generates stronger free cash flow (-99M), providing more financial flexibility.
Bottom Line
SUZ scores higher overall (57/100 vs 33/100), backed by strong 23.0% margins. MERC offers better value entry with a 85.5% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Mercer International Inc
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Mercer International Inc., manufactures and sells Northern Bleached Softwood Kraft Pulp (NBSK) in Europe, the United States, Asia and internationally. The company is headquartered in Vancouver, Canada.
Suzano Papel e Celulose SA ADR
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Suzano SA produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company is headquartered in Salvador, Brazil.
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