KIMBERLY-CLARK CORPORATION vs Suzano S.A., two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Kimberly-Clark buys pulp to make tissue; Suzano grows and sells the pulp itself, which puts them on opposite sides of the same commodity. Suzano earns the higher net margin at the moment, 15.44% against 12.8%, trades for 3.63 times earnings against 17.19 times, and carries no net debt against Kimberly-Clark's 0.32. But Suzano's profits ride pulp prices up and down, while Kimberly-Clark's tissue demand barely moves. Kimberly-Clark pays a 4.6% dividend. Suzano's 27.86% free cash flow yield looks spectacular, though it likely marks a cyclical high rather than a durable rate and should be read cautiously. The staples buyer offers steadiness at $36.5B; the pulp seller offers cyclical cheapness at $9.6B.
Comparison updated 2026-07-11.
| Metric | KMB | SUZ |
|---|---|---|
| Price | $112.38 | $8.06 |
| Market cap | $37.4B | $10.0B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Mature | Mature |
| Implied growth (priced in) | -4.0% | — |
| P/E | 17.6 | 3.8 |
| P/B | 19.56 | 1.16 |
| P/S | 2.26 | 1.02 |
| EV/EBITDA | 14.1 | 2.7 |
| Revenue growth | +0.2% | +7.3% |
| Gross margin | 36.9% | 30.6% |
| Operating margin | 18.1% | 27.0% |
| Net margin | 12.8% | 15.4% |
| Return on equity | 110.7% | 17.6% |
| Return on assets | 12.3% | 4.6% |
| Return on invested capital | 77.4% | 19.1% |
| FCF yield | 4.9% | 26.6% |
| Dividend yield | 4.5% | — |
| Debt / equity | 0.32 | 0.00 |
| Current ratio | 0.77 | 3.19 |
| Altman Z (solvency) | 7.80 | 0.83 |
| Piotroski F (quality) | 8 / 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.