ESI vs RYAM vs SUZ Stock Comparison

Element Solutions, Rayonier Advanced Materials and Suzano Prices as of Oct 23, 2026 Peers: Industry group
ESI Element Solutions Inc
$33.21 -6.4% 1M +27.9% 1Y
Market cap
$8.15B
P/E
39.8x
Revenue (TTM)
$3.49B
Div. yield
–
Specialty Chemicals Basic Materials
3 wins
SUZ Suzano S.A.
$8.64 -6.3% 1M -4.6% 1Y
Market cap
$10.91B
P/E
7.0x
Revenue (TTM)
$9.04B
Div. yield
–
Pulp and Paper Basic Materials
8 wins

Head to Head

11 decided of 12

Suzano leads on 8 of the 12 questions below (Suzano 8, Element Solutions 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionESIRYAMSUZLeader
Larger companyMarket capitalisation $8.15B $437.47M $10.91B SUZ
Cheaper on earningsLower P/E, profitable companies only 39.8x -3.1x 7.0x SUZ
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.5x — 6.1x SUZ
Faster revenue growthRevenue growth, trailing twelve months +39.6% -3.3% +0.7% ESI
More profitableNet margin, trailing twelve months 5.9% -9.5% 17.2% SUZ
Better return on capitalReturn on invested capital 5.4% -4.7% 7.1% SUZ
Less leveragedLower net debt / EBITDA 3.2x 8.4x 3.1x SUZ
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +27.9% -10.1% -4.6% ESI
Better 5-year returnAnnualised price return, 5 years +7.8%/yr -2.1%/yr -1.5%/yr ESI
Less volatileAnnualised volatility, 1 year 46.8% 68.0% 29.8% SUZ
Higher overall scoreMean of the five percentile scores vs peers 50/100 22/100 57/100 SUZ

Percentile Scorecard

ESIRYAMSUZ

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisESIRYAMSUZ
Valuation 37 #60 of 94 42 #55 of 94 90 #29 of 287
Growth 76 #23 of 92 9 #84 of 92 17 #222 of 267
Profitability 59 #37 of 89 26 #66 of 89 77 #55 of 240
Financial Health 46 #53 of 97 10 #87 of 97 30 #207 of 295
Shareholder Returns 30 #49 of 70 – 70 #62 of 204
Overall 50 22 57
  • ESI ranked among 99 companies in Chemicals
  • RYAM ranked among 99 companies in Chemicals
  • SUZ ranked among 308 companies in Basic Materials

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodESIRYAMSUZSPY
1 month -6.4%-26.9%-6.3% -1.0%
3 months -11.3%-20.1%+4.3% +2.9%
6 months -17.7%-30.5%-5.1% +6.4%
Year to date +32.9%+13.6%-7.5% +11.4%
1 year +27.9%-10.1%-4.6% +13.1%
3 years +81.0%+137.2%-17.5% +79.4%
3 years, per year +21.9%+33.4%-6.2% +21.5%
5 years +45.3%-10.0%-7.1% +67.7%
5 years, per year +7.8%-2.1%-1.5% +10.9%
10 years +341.6%-51.4%+159.5% +255.2%
10 years, per year +16.0%-7.0%+10.0% +13.5%

Risk

MeasureESIRYAMSUZSPY
Volatility, 1Y 46.8%68.0%29.8% 12.7%
Downside volatility, 1Y 47.4%56.0%27.9% 12.7%
Beta vs S&P 500, 1Y 2.161.770.63 1.00
Return / volatility, 1Y 0.60-0.15-0.16 1.03
Max drawdown, 5Y -40.3%-71.6%-41.1% -25.4%
From 52-week high -32.3%-43.1%-24.6% -2.5%
52-week high $49.09$11.75$11.46 $779.14
52-week low $22.99$5.52$7.67 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleESIRYAMSUZ
P/E now vs peer median 39.4xmedian 21.5x -3.2xmedian 21.5x 6.9xmedian 17.9x
P/S now vs peer median 2.3xmedian 1.4x 0.3xmedian 1.4x 1.2xmedian 1.8x
EV/EBITDA now vs peer median 17.1xmedian 12.4x 13.6xmedian 12.4x 5.7xmedian 9.8x
P/FCF now vs peer median 44.1xmedian 15.5x -12.4xmedian 15.5x 12.3xmedian 16.0x
P/B now vs peer median 2.8xmedian 1.6x 2.3xmedian 1.6x 1.1xmedian 1.8x
PEG now vs peer median 0.71median 1.70 0.03median 1.70 -0.19median 0.73

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsESIRYAMSUZ
Revenue $3.49B $1.47B $9.04B
Gross profit $1.28B $86.44M $2.58B
Operating income $408.70M -$51.13M $1.91B
Net income $205.20M -$139.93M $1.56B
Free cash flow $182.90M -$36.56M $888.28M
R&D $80.00M – –
EPS (diluted) $0.84 $-2.07 $1.25
Cash & equivalents $224.90M $57.01M $3.21B
Total debt $7.98B $774.77M $17.89B
Shares (diluted) 243.70M 67.51M 1.24B
Enterprise value $6.94B $160.09M -$7.42B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricESIRYAMSUZ
P/E 39.4x -3.2x 6.9x
P/FCF 44.1x -12.4x 12.3x
P/Operating cash flow 28.4x 8.8x 3.5x
P/S 2.3x 0.3x 1.2x
P/B 2.8x 2.3x 1.1x
P/Tangible book 4.2x 2.4x 1.1x
EV/EBITDA 17.1x 13.6x 5.7x
EV/EBIT 24.3x -22.9x 12.4x
EV/Revenue 2.8x 0.8x 2.6x
EV/FCF 54.2x -32.0x 26.7x
EV/Operating cash flow 35.0x 22.8x 7.5x
PEG (3Y EPS CAGR) 0.71 0.03 -0.19

Growth

14 metrics
MetricESIRYAMSUZ
Revenue growth (1Y) 39.6% -3.3% 0.7%
Revenue CAGR (3Y) 14.4% -6.9% -1.5%
Gross profit growth (1Y) 21.5% -32.6% -23.8%
Gross profit CAGR (3Y) 11.7% -15.4% -17.1%
Operating income growth (1Y) 17.6% -130.1% -20.3%
Operating income CAGR (3Y) 31.9% -43.1% -30.5%
Net income growth (1Y) -14.4% 68.5% 11.8%
Net income CAGR (3Y) 56.0% -113.6% -29.7%
EPS growth (1Y) -15.0% 68.8% 14.2%
EPS CAGR (3Y) 55.8% -111.7% -36.5%
Operating cash flow growth (1Y) -16.0% -55.0% -11.0%
Operating cash flow CAGR (3Y) -4.2% -35.2% -13.2%
Free cash flow growth (1Y) -32.2% -241.2% -70.7%
Free cash flow CAGR (3Y) -12.3% -34.6% -47.6%

Profitability

14 metrics
MetricESIRYAMSUZ
Gross margin 36.6% 5.9% 28.6%
EBITDA margin 16.6% 5.9% 46.0%
Operating margin 11.7% -3.5% 21.1%
Pretax margin 9.0% -10.2% 25.9%
Net margin 5.9% -9.5% 17.2%
FCF margin 5.2% -2.5% 9.8%
Operating cash flow margin 8.1% 3.5% 34.8%
Return on equity 7.2% -65.8% 16.6%
Return on assets 3.5% -8.5% 4.8%
Return on invested capital 5.4% -4.7% 7.1%
Return on capital employed 7.8% -4.0% 6.4%
Asset turnover 0.6x 0.9x 0.3x
Cash conversion (OCF / net income) 1.4x -0.4x 2.0x
Stock comp / revenue 2.4% 0.3% –

Financial Health

11 metrics
MetricESIRYAMSUZ
Debt / assets 35.5% 47.8% 54.2%
Debt / equity 0.7x 4.0x 1.9x
Net debt / EBITDA 3.2x 8.4x 3.1x
Debt / FCF 11.4x -21.2x 20.1x
Liabilities / assets 50.7% 88.0% 70.9%
Equity / assets 49.3% 12.0% 29.1%
Interest coverage – -0.5x 1.4x
Current ratio 2.8x 1.4x 3.4x
Quick ratio 1.7x 0.6x 2.3x
Cash ratio 0.4x 0.2x 1.9x
Altman Z-score 2.47 0.92 1.03

Shareholder Returns

7 metrics
MetricESIRYAMSUZ
Dividend yield 1.0% – 2.4%
Net buyback yield 0.5% – –
Shareholder yield 1.5% 0.0% 2.4%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusESIRYAMSUZ
Forward P/E 19.5xFY2026 – 6.1xFY2026
EPS, next fiscal year $1.70FY2026 $-1.18FY2026 $1.41FY2026
EPS growth, next FY +14.1%FY2026 – -32.5%FY2026
EPS growth, the year after +32.9% – -28.4%
Revenue, next fiscal year $3.82BFY2026 $1.40BFY2026 $10.38BFY2026
Revenue growth, next FY +49.8%FY2026 -4.6%FY2026 +7.4%FY2026
Revenue growth, the year after +2.1% +1.5% +11.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersESIRYAMSUZ
Held by institutions 100.0% 77.1% 5.9%
Institutions holding 499 188 136
Change in shares held, QoQ +0.6% -2.3% +0.6%
Institutions buying 269 98 77
Institutions selling 176 48 46
Buyers to sellers 1.53 2.04 1.67

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ESIRYAMSUZ
ESI 1.00 0.16 0.15
RYAM 0.16 1.00 0.24
SUZ 0.15 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ESI, RYAM and SUZ?

Suzano (SUZ) is the largest by market capitalisation: Element Solutions (ESI) $8.15B, Rayonier Advanced Materials (RYAM) $437.47M, Suzano (SUZ) $10.91B.

Which stock is cheaper, ESI, RYAM and SUZ?

Suzano (SUZ) trades on the lowest price-to-earnings ratio (Element Solutions (ESI) 39.8x, Rayonier Advanced Materials (RYAM) -3.1x, Suzano (SUZ) 7.0x). On next year's consensus earnings, Suzano (SUZ) is cheapest (Element Solutions (ESI) 19.5x, Suzano (SUZ) 6.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Element Solutions (ESI) grew revenue fastest over the trailing twelve months: Element Solutions (ESI) +39.6%, Rayonier Advanced Materials (RYAM) -3.3%, Suzano (SUZ) +0.7%.

Which company is more profitable?

Suzano (SUZ) has the highest net margin (Element Solutions (ESI) 5.9%, Rayonier Advanced Materials (RYAM) -9.5%, Suzano (SUZ) 17.2%). On return on invested capital, Suzano (SUZ) leads (Element Solutions (ESI) 5.4%, Rayonier Advanced Materials (RYAM) -4.7%, Suzano (SUZ) 7.1%).

Which stock has performed better?

Over the past year Element Solutions (ESI) returned the most: Element Solutions (ESI) +27.9%, Rayonier Advanced Materials (RYAM) -10.1%, Suzano (SUZ) -4.6%. Over five years, Element Solutions (ESI) compounded fastest (Element Solutions (ESI) +7.8%/yr, Rayonier Advanced Materials (RYAM) -2.1%/yr, Suzano (SUZ) -1.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Suzano (SUZ) has been the steadiest (Element Solutions (ESI) 46.8%, Rayonier Advanced Materials (RYAM) 68.0%, Suzano (SUZ) 29.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ESI, RYAM and SUZ?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Suzano (SUZ) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.