Sylvamo Corp (SLVM)vsSuzano Papel e Celulose SA ADR (SUZ)
SLVM
Sylvamo Corp
$40.56
+3.52%
BASIC MATERIALS · Cap: $1.55B
SUZ
Suzano Papel e Celulose SA ADR
$9.82
+1.45%
BASIC MATERIALS · Cap: $11.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 1396% more annual revenue ($50.12B vs $3.35B). SUZ leads profitability with a 26.8% profit margin vs 3.9%. SUZ trades at a lower P/E of 4.8x. SUZ earns a higher WallStSmart Score of 57/100 (C).
SLVM
Hold43
out of 100
Grade: D
SUZ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-136.3%
Fair Value
$22.03
Current Price
$40.56
$18.53 premium
Margin of Safety
+19.0%
Fair Value
$13.80
Current Price
$9.82
$3.98 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 35 in profit
Keeps 27 of every $100 in revenue as profit
Generating 2.6B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
3.9% margin — thin
Weak financial health signals
Revenue declined 8.2%
Revenue declined 7.5%
Earnings declined 38.6%
Distress zone — elevated risk
Elevated debt levels
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 26.8% and operating margin at 16.9%.
Bear Case : SLVM
The primary concerns for SLVM are Market Cap, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
Bear Case : SUZ
The primary concerns for SUZ are Revenue Growth, EPS Growth, Altman Z-Score. Debt-to-equity of 2.43 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 0.84 — expect wider price swings.
SUZ is growing revenue faster at -7.5% — sustainability is the question.
Monitor PAPER & PAPER PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUZ scores higher overall (57/100 vs 43/100), backed by strong 26.8% 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) is a leading global provider of sustainable paper products, headquartered in Memphis, Tennessee. The company focuses on high-quality printing and writing papers while emphasizing innovation and environmental responsibility to reduce its ecological impact. With a strong commitment to operational excellence, Sylvamo is well-positioned to capitalize on growth opportunities within the evolving paper industry. Its robust financial standing and strategic focus on efficiency enable Sylvamo to deliver long-term value creation, reinforcing its competitive advantage in the market.
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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