WallStSmart

Air Products and Chemicals Inc (APD)vsSuzano Papel e Celulose SA ADR (SUZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Suzano Papel e Celulose SA ADR generates 297% more annual revenue ($49.53B vs $12.46B). SUZ leads profitability with a 23.0% profit margin vs 16.9%. SUZ trades at a lower P/E of 4.6x. SUZ earns a higher WallStSmart Score of 57/100 (C).

APD

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 4.0Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

SUZ

Buy

57

out of 100

Grade: C

Growth: 2.0Profit: 7.5Value: 8.3Quality: 5.5
Piotroski: 5/9Altman Z: 1.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APDSignificantly Overvalued (-89.1%)

Margin of Safety

-89.1%

Fair Value

$146.39

Current Price

$282.35

$135.96 premium

UndervaluedFair: $146.39Overvalued
SUZUndervalued (+50.8%)

Margin of Safety

+50.8%

Fair Value

$22.71

Current Price

$8.18

$14.53 discount

UndervaluedFair: $22.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$62.19B9/10

Large-cap with strong market position

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

SUZ4 strengths · Avg: 9.5/10
P/E RatioValuation
4.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

P/E RatioValuation
29.5x4/10

Moderate valuation

Debt/EquityHealth
1.173/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

SUZ4 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-5.1%2/10

Revenue declined 5.1%

EPS GrowthGrowth
-31.9%2/10

Earnings declined 31.9%

Free Cash FlowQuality
$-101.68M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.

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 : APD

The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.

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

APD profiles as a mature stock while SUZ is a declining play — different risk/reward profiles.

APD carries more volatility with a beta of 0.78 — expect wider price swings.

APD is growing revenue faster at 8.8% — sustainability is the question.

SUZ generates stronger free cash flow (-102M), providing more financial flexibility.

Bottom Line

APD scores higher overall (57/100 vs 57/100), backed by strong 16.9% margins. SUZ offers better value entry with a 50.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Air Products and Chemicals Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.

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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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