Suzano Papel e Celulose SA ADR (SUZ)vsTaseko Mines Ltd (TGB)
SUZ
Suzano Papel e Celulose SA ADR
$8.99
+1.01%
BASIC MATERIALS · Cap: $10.64B
TGB
Taseko Mines Ltd
$8.09
+0.62%
BASIC MATERIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 4754% more annual revenue ($47.83B vs $985.32M). SUZ leads profitability with a 17.1% profit margin vs 1.6%. SUZ trades at a lower P/E of 6.9x. SUZ earns a higher WallStSmart Score of 54/100 (C-).
SUZ
Buy54
out of 100
Grade: C-
TGB
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.6%
Fair Value
$21.35
Current Price
$8.99
$12.36 discount
Margin of Safety
+19.4%
Fair Value
$9.25
Current Price
$8.09
$1.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 26.7%
Generating 2.0B in free cash flow
Growing faster than its price suggests
Revenue surging 184.8% year-over-year
Strong operational efficiency at 22.5%
Areas to Watch
Elevated debt levels
Revenue declined 12.8%
Earnings declined 64.0%
Distress zone — elevated risk
ROE of 1.9% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.1% and operating margin at 26.7%.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 184.8% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : SUZ
The primary concerns for SUZ are Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 398.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SUZ profiles as a declining stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.09 — expect wider price swings.
TGB is growing revenue faster at 184.8% — sustainability is the question.
SUZ generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
SUZ scores higher overall (54/100 vs 52/100), backed by strong 17.1% margins. TGB offers better value entry with a 19.4% 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.
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.
Visit Website →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other PAPER & PAPER PRODUCTS Stocks
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