Suzano Papel e Celulose SA ADR (SUZ)vsTaseko Mines Ltd (TGB)
SUZ
Suzano Papel e Celulose SA ADR
$8.43
+1.57%
BASIC MATERIALS · Cap: $10.38B
TGB
Taseko Mines Ltd
$7.06
+5.51%
BASIC MATERIALS · Cap: $2.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 6326% more annual revenue ($49.53B vs $770.85M). SUZ leads profitability with a 23.0% profit margin vs 2.0%. SUZ trades at a lower P/E of 4.5x. SUZ earns a higher WallStSmart Score of 57/100 (C).
SUZ
Buy57
out of 100
Grade: C
TGB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.2%
Fair Value
$22.45
Current Price
$8.43
$14.02 discount
Margin of Safety
+2.5%
Fair Value
$7.29
Current Price
$7.05
$0.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Revenue surging 70.4% year-over-year
Strong operational efficiency at 23.4%
Areas to Watch
Revenue declined 5.1%
Earnings declined 31.9%
Negative free cash flow — burning cash
Distress zone — elevated risk
ROE of 1.9% — below average capital efficiency
2.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 70.4% 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 Revenue Growth, EPS Growth, Free Cash Flow. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Debt/Equity. A P/E of 175.5x leaves little room for execution misses. Thin 2.0% 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 2.01 — expect wider price swings.
TGB is growing revenue faster at 70.4% — sustainability is the question.
TGB generates stronger free cash flow (56M), providing more financial flexibility.
Bottom Line
SUZ scores higher overall (57/100 vs 55/100), backed by strong 23.0% margins. 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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