Sylvamo Corp (SLVM)vsSuzano Papel e Celulose SA ADR (SUZ)
SLVM
Sylvamo Corp
$38.25
-1.72%
BASIC MATERIALS · Cap: $1.52B
SUZ
Suzano Papel e Celulose SA ADR
$8.43
+1.57%
BASIC MATERIALS · Cap: $10.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 1408% more annual revenue ($49.53B vs $3.29B). SUZ leads profitability with a 23.0% profit margin vs 3.1%. SUZ trades at a lower P/E of 4.5x. SUZ earns a higher WallStSmart Score of 57/100 (C).
SLVM
Hold42
out of 100
Grade: D
SUZ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SLVM.
Margin of Safety
+50.2%
Fair Value
$22.45
Current Price
$8.43
$14.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
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
Smaller company, higher risk/reward
3.1% margin — thin
Operating margin of 0.4%
Elevated debt levels
Revenue declined 5.1%
Earnings declined 31.9%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SLVM
The strongest argument for SLVM centers on Altman Z-Score, P/E Ratio, Price/Book.
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 : SLVM
The primary concerns for SLVM are Market Cap, Profit Margin, Operating Margin. Thin 3.1% margins leave little buffer for downturns.
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
SLVM profiles as a value stock while SUZ is a declining play — different risk/reward profiles.
SLVM carries more volatility with a beta of 0.77 — expect wider price swings.
SUZ is growing revenue faster at -5.1% — sustainability is the question.
SLVM generates stronger free cash flow (-59M), providing more financial flexibility.
Bottom Line
SUZ scores higher overall (57/100 vs 42/100), backed by strong 23.0% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Sylvamo Corp
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Sylvamo Corp (SLVM), headquartered in Memphis, Tennessee, is a leading global manufacturer of sustainable paper products, with a strong emphasis on high-quality printing and writing papers. The company is dedicated to innovation and environmental responsibility, striving to minimize its ecological impact while capitalizing on evolving sustainability trends. Sylvamo's efficient operational model and commitment to operational excellence enable it to effectively pursue growth opportunities within the changing paper industry. Supported by solid financial fundamentals, Sylvamo is well-positioned to enhance its competitive edge and deliver long-term value in an increasingly dynamic marketplace.
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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