Suzano S.A. vs Smurfit Westrock plc, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Two lightly indebted commodity-paper names, 0 net debt for Suzano and 0.05 for Smurfit Westrock, sit at opposite points of their cycles. Suzano is harvesting a strong pulp market, 15.44% net margin and 17.61% on equity at 3.63 times earnings. Smurfit Westrock is buried under merger costs, 1.22% and 2.1% at 65.26 times, which will ease once integration finishes. They trade near book, 1.11 times for Suzano and 1.37 times for Smurfit Westrock. Suzano's 27.86% free cash flow yield likely marks a cycle peak and deserves caution. Smurfit Westrock is far larger at $24.7B against $9.6B.
Comparison updated 2026-07-11.
| Metric | SUZ | SW |
|---|---|---|
| Price | $8.06 | $44.22 |
| Market cap | $10.0B | $23.3B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +13.9% |
| P/E | 3.8 | 61.4 |
| P/B | 1.16 | 1.29 |
| P/S | 1.02 | 0.74 |
| EV/EBITDA | 2.7 | 5.8 |
| Revenue growth | +7.3% | +43.3% |
| Gross margin | 30.6% | 16.4% |
| Operating margin | 27.0% | 3.3% |
| Net margin | 15.4% | 1.2% |
| Return on equity | 17.6% | 2.1% |
| Return on assets | 4.6% | 0.8% |
| Return on invested capital | 19.1% | 5.6% |
| FCF yield | 26.6% | 4.4% |
| Dividend yield | — | 3.9% |
| Debt / equity | 0.00 | 0.05 |
| Current ratio | 3.19 | 1.44 |
| Altman Z (solvency) | 0.83 | 1.39 |
| Piotroski F (quality) | 8 / 9 | 6 / 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.