Suzano S.A.
boothcheck covers Suzano S.A. (SUZ) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 11, 2026.
• Suzano sells hardwood pulp at a 21.2% trailing operating margin, yet at $8.07 the stock trades below where every family of valuation method lands, from asset value to forward cash flow. • The discount has a reason: $14.8 billion of net debt against $2.1 billion of trailing operating income, with interest coverage at just 1.5 times, leaves the equity as a thin slice on a heavily levered commodity balance sheet. • Watch the newly closed Arbex tissue joint venture with Kimberly-Clark (51% stake,
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138 institutional managers reported holding SUZ in 13F filings for the quarter ended 2026-03-31. Together they hold about 6% of the company; the top 10 hold 5%. 34 opened new positions that quarter. Held by State Street, UBS, Morgan Stanley, among others. On the short side, 9.8M shares were sold short as of the 2026-06-15 count, about 0.8% of shares outstanding (2.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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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.