INTERNATIONAL PAPER COMPANY vs Suzano S.A., two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Two commodity-paper names caught at opposite points of the cycle. Suzano is earning well, 15.44% net margin and 17.61% on equity, and trades for 3.63 times earnings with no net debt. International Paper is absorbing restructuring charges and running a loss, so it shows no earnings multiple at all. The two trade near book, 1.11 times for Suzano and 1.39 times for International Paper. International Paper carries a small 0.06 in debt and pays a 4.77% dividend. Suzano's 27.86% free cash flow yield is eye-catching but likely a cyclical high in pulp prices rather than a lasting rate, so read it with care. The pulp producer is harvesting a good market while the boxmaker works through its restructuring.
Comparison updated 2026-07-11.
| Metric | IP | SUZ |
|---|---|---|
| Price | $37.92 | $8.06 |
| Market cap | $20.2B | $10.0B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Growth | Mature |
| Implied growth (priced in) | +16.7% | — |
| P/E | — | 3.8 |
| P/B | 1.36 | 1.16 |
| P/S | 0.83 | 1.02 |
| EV/EBITDA | 7.3 | 2.7 |
| Revenue growth | +43.9% | +7.3% |
| Gross margin | — | 30.6% |
| Operating margin | — | 27.0% |
| Net margin | -13.8% | 15.4% |
| Return on equity | -22.6% | 17.6% |
| Return on assets | -9.2% | 4.6% |
| Return on invested capital | — | 19.1% |
| FCF yield | 2.7% | 26.6% |
| Dividend yield | 4.9% | — |
| Debt / equity | 0.06 | 0.00 |
| Current ratio | 1.21 | 3.19 |
| Altman Z (solvency) | 6.90 | 0.83 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.