WallStSmart

Freeport-McMoran Copper & Gold Inc (FCX)vsSuzano Papel e Celulose SA ADR (SUZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Suzano Papel e Celulose SA ADR generates 87% more annual revenue ($49.53B vs $26.42B). SUZ leads profitability with a 23.0% profit margin vs 10.3%. SUZ trades at a lower P/E of 4.5x. FCX earns a higher WallStSmart Score of 66/100 (B-).

FCX

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 7.0Value: 2.7Quality: 6.0
Piotroski: 3/9Altman Z: 1.68

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

FCXSignificantly Overvalued (-53.4%)

Margin of Safety

-53.4%

Fair Value

$41.36

Current Price

$63.45

$22.09 premium

UndervaluedFair: $41.36Overvalued
SUZUndervalued (+50.2%)

Margin of Safety

+50.2%

Fair Value

$22.45

Current Price

$8.43

$14.02 discount

UndervaluedFair: $22.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FCX4 strengths · Avg: 9.3/10
Operating MarginProfitability
31.1%10/10

Strong operational efficiency at 31.1%

EPS GrowthGrowth
153.1%10/10

Earnings expanding 153.1% YoY

Market CapQuality
$84.51B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.09B8/10

Generating 1.1B in free cash flow

SUZ4 strengths · Avg: 9.5/10
P/E RatioValuation
4.5x10/10

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

FCX4 concerns · Avg: 3.3/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.684/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.812/10

Expensive relative to growth rate

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 : FCX

The strongest argument for FCX centers on Operating Margin, EPS Growth, Market Cap.

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 : FCX

The primary concerns for FCX are P/E Ratio, Altman Z-Score, 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

FCX profiles as a value stock while SUZ is a declining play — different risk/reward profiles.

FCX carries more volatility with a beta of 1.36 — expect wider price swings.

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

FCX generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

FCX scores higher overall (66/100 vs 57/100). SUZ offers better value entry with a 50.2% margin of safety. Both earn "Strong 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.

Freeport-McMoran Copper & Gold Inc

BASIC MATERIALS · COPPER · USA

Freeport-McMoRan Inc., often called Freeport, is an American mining company based in the Freeport-McMoRan Center, in Phoenix, Arizona.

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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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