SUZ vs EXP vs CLW Stock Comparison

Suzano, Eagle Materials and Clearwater Paper Prices as of Oct 26, 2026 Peers: Industry group
SUZ Suzano S.A.
$8.81 +1.4% 1M -3.4% 1Y
Market cap
$10.99B
P/E
7.1x
Revenue (TTM)
$9.04B
Div. yield
–
Pulp and Paper Basic Materials
6 wins
EXP Eagle Materials Inc
$173.97 -2.6% 1M -25.4% 1Y
Market cap
$5.42B
P/E
13.5x
Revenue (TTM)
$2.32B
Div. yield
0.01%
Cement Basic Materials
5 wins
CLW Clearwater Paper Corp
$19.20 -5.8% 1M -3.7% 1Y
Market cap
$219.02M
P/E
91.3x
Revenue (TTM)
$1.51B
Div. yield
–
Paper Packaging Basic Materials

Head to Head

11 decided of 12

Suzano leads on 6 of the 12 questions below (Suzano 6, Eagle Materials 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSUZEXPCLWLeader
Larger companyMarket capitalisation $10.99B $5.42B $219.02M SUZ
Cheaper on earningsLower P/E, profitable companies only 7.1x 13.5x 91.3x SUZ
Cheaper on forward earningsLower price / next fiscal year consensus EPS 6.2x 14.2x — SUZ
Faster revenue growthRevenue growth, trailing twelve months +0.7% +1.7% -3.2% EXP
More profitableNet margin, trailing twelve months 17.2% 17.3% 0.2% EXP
Better return on capitalReturn on invested capital 7.1% 12.9% -1.3% EXP
Less leveragedLower net debt / EBITDA 3.1x 2.2x 7.6x EXP
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -3.4% -25.4% -3.7% SUZ
Better 5-year returnAnnualised price return, 5 years +0.2%/yr +4.7%/yr -14.3%/yr EXP
Less volatileAnnualised volatility, 1 year 29.9% 34.5% 52.7% SUZ
Higher overall scoreMean of the five percentile scores vs peers 57/100 51/100 53/100 SUZ

Percentile Scorecard

SUZEXPCLW

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

AxisSUZEXPCLW
Valuation 90 #30 of 287 22 #8 of 10 100 #1 of 16
Growth 17 #223 of 267 – 40 #10 of 16
Profitability 76 #59 of 239 100 #1 of 8 36 #10 of 15
Financial Health 30 #204 of 292 25 #7 of 9 57 #7 of 15
Shareholder Returns 71 #60 of 204 57 #4 of 8 31 #10 of 14
Overall 57 51 53
  • SUZ ranked among 308 companies in Basic Materials
  • EXP ranked among 10 companies in Construction Materials
  • CLW ranked among 17 companies in Packaging

Price Performance

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

Returns

PeriodSUZEXPCLWSPY
1 month +1.4%-2.6%-5.8% -0.8%
3 months +7.0%-19.8%+11.0% +3.5%
6 months -3.2%-17.1%+31.3% +7.0%
Year to date -5.7%-15.8%+10.3% +12.2%
1 year -3.4%-25.4%-3.7% +13.0%
3 years -15.1%+17.7%-44.4% +86.3%
3 years, per year -5.3%+5.6%-17.8% +23.1%
5 years +0.8%+26.1%-53.8% +68.6%
5 years, per year +0.2%+4.7%-14.3% +11.0%
10 years +149.6%+117.5%-63.9% +258.0%
10 years, per year +9.6%+8.1%-9.7% +13.6%

Risk

MeasureSUZEXPCLWSPY
Volatility, 1Y 29.9%34.5%52.7% 12.7%
Downside volatility, 1Y 27.9%32.8%50.6% 12.7%
Beta vs S&P 500, 1Y 0.641.090.92 1.00
Return / volatility, 1Y -0.11-0.73-0.07 1.02
Max drawdown, 5Y -41.1%-48.2%-77.8% -25.4%
From 52-week high -23.1%-27.6%-17.6% -1.8%
52-week high $11.46$240.24$23.30 $779.14
52-week low $7.67$163.37$12.44 $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.

MultipleSUZEXPCLW
P/E now vs peer median 7.0xmedian 17.8x 13.4xmedian 19.6x 129.1xmedian 19.3x
P/S now vs peer median 1.2xmedian 1.8x 2.3xmedian 1.8x 0.2xmedian 0.7x
EV/EBITDA now vs peer median 5.8xmedian 9.9x 9.8xmedian 9.3x 12.1xmedian 9.7x
P/FCF now vs peer median 12.5xmedian 16.0x 31.4xmedian 31.4x 5.5xmedian 15.7x
P/B now vs peer median 1.2xmedian 1.8x 3.6xmedian 2.3x 0.4xmedian 1.4x
PEG now vs peer median -0.19median 0.79 -10.95median 2.78 -1.87median 0.82

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 monthsSUZEXPCLW
Revenue $9.04B $2.32B $1.51B
Gross profit $2.58B $628.19M $27.10M
Operating income $1.91B $539.59M -$24.30M
Net income $1.56B $402.57M $2.40M
Free cash flow $888.28M $170.51M $56.80M
EPS (diluted) $1.25 $12.95 $0.15
Cash & equivalents $3.21B $233.54M $35.70M
Total debt $17.89B $6.57B $567.40M
Shares (diluted) 1.24B 31.09M 16.13M
Enterprise value -$7.34B $4.43B $20.72M

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
MetricSUZEXPCLW
P/E 7.0x 13.4x 129.1x
P/FCF 12.5x 31.4x 5.5x
P/Operating cash flow 3.5x 8.5x 2.9x
P/S 1.2x 2.3x 0.2x
P/B 1.2x 3.6x 0.4x
P/Tangible book 1.2x 3.6x 0.4x
EV/EBITDA 5.8x 9.8x 12.1x
EV/EBIT 12.6x 12.8x -34.6x
EV/Revenue 2.7x 3.0x 0.6x
EV/FCF 27.0x 40.4x 14.8x
EV/Operating cash flow 7.6x 10.9x 8.0x
PEG (3Y EPS CAGR) -0.19 -10.95 -1.87

Growth

14 metrics
MetricSUZEXPCLW
Revenue growth (1Y) 0.7% 1.7% -3.2%
Revenue CAGR (3Y) -1.5% 2.0% 43.6%
Gross profit growth (1Y) -23.8% -6.5% -76.0%
Gross profit CAGR (3Y) -17.1% -1.9% 28.2%
Operating income growth (1Y) -20.3% -9.0% 62.7%
Operating income CAGR (3Y) -30.5% -4.1% -31.2%
Net income growth (1Y) 11.8% -11.1% -98.3%
Net income CAGR (3Y) -29.7% -5.5% -69.5%
EPS growth (1Y) 14.2% -6.2% -98.3%
EPS CAGR (3Y) -36.5% -1.2% -69.0%
Operating cash flow growth (1Y) -11.0% 14.4% 478.1%
Operating cash flow CAGR (3Y) -13.2% 4.3% -9.6%
Free cash flow growth (1Y) -70.7% -45.7% 142.2%
Free cash flow CAGR (3Y) -47.6% -26.3% -10.9%

Profitability

14 metrics
MetricSUZEXPCLW
Gross margin 28.6% 27.0% 1.8%
EBITDA margin 46.0% 30.3% 4.6%
Operating margin 21.1% 23.2% -1.6%
Pretax margin 25.9% 21.5% -3.2%
Net margin 17.2% 17.3% 0.2%
FCF margin 9.8% 7.3% 3.8%
Operating cash flow margin 34.8% 27.2% 7.0%
Return on equity 16.6% 26.1% 0.3%
Return on assets 4.8% 10.0% 0.1%
Return on invested capital 7.1% 12.9% -1.3%
Return on capital employed 6.4% 15.0% -2.1%
Asset turnover 0.3x 0.6x 0.9x
Cash conversion (OCF / net income) 2.0x 1.6x 43.8x
Stock comp / revenue – 0.9% 0.3%

Financial Health

11 metrics
MetricSUZEXPCLW
Debt / assets 54.2% 45.0% 31.9%
Debt / equity 1.9x 1.2x 0.7x
Net debt / EBITDA 3.1x 2.2x 7.6x
Debt / FCF 20.1x 10.3x 10.0x
Liabilities / assets 70.9% 62.0% 55.3%
Equity / assets 29.1% 38.0% 44.7%
Interest coverage 1.4x 11.3x –
Current ratio 3.4x 3.2x 1.5x
Quick ratio 2.3x 1.8x 0.4x
Cash ratio 1.9x 0.8x 0.1x
Altman Z-score 1.03 3.11 1.81

Shareholder Returns

7 metrics
MetricSUZEXPCLW
Dividend yield 2.4% 0.6% –
Net buyback yield – 7.2% 0.0%
Shareholder yield 2.4% 7.8% 0.0%
Payout ratio (earnings) – 8.0% –
Payout ratio (FCF) – 18.8% –
Dividend growth (1Y) – -4.0% –
Dividend CAGR (3Y) – -4.5% –

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.

ConsensusSUZEXPCLW
Forward P/E 6.2xFY2026 14.2xFY2026 –
EPS, next fiscal year $1.43FY2026 $12.26FY2026 $-3.74FY2026
EPS growth, next FY -31.6%FY2026 -11.3%FY2026 –
EPS growth, the year after -29.4% +3.0% –
Revenue, next fiscal year $10.39BFY2026 $2.19BFY2026 $1.55BFY2026
Revenue growth, next FY +7.5%FY2026 -5.3%FY2026 -0.5%FY2026
Revenue growth, the year after +11.4% +5.5% +6.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSUZEXPCLW
Held by institutions 5.9% 100.0% 88.7%
Institutions holding 136 529 134
Change in shares held, QoQ +0.6% +4.2% +9.9%
Institutions buying 77 272 85
Institutions selling 46 167 33
Buyers to sellers 1.67 1.63 2.58

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.

SUZEXPCLW
SUZ 1.00 0.27 0.15
EXP 0.27 1.00 0.37
CLW 0.15 0.37 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SUZ, EXP and CLW?

Suzano (SUZ) is the largest by market capitalisation: Suzano (SUZ) $10.99B, Eagle Materials (EXP) $5.42B, Clearwater Paper (CLW) $219.02M.

Which stock is cheaper, SUZ, EXP and CLW?

Suzano (SUZ) trades on the lowest price-to-earnings ratio (Suzano (SUZ) 7.1x, Eagle Materials (EXP) 13.5x, Clearwater Paper (CLW) 91.3x). On next year's consensus earnings, Suzano (SUZ) is cheapest (Suzano (SUZ) 6.2x, Eagle Materials (EXP) 14.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Eagle Materials (EXP) grew revenue fastest over the trailing twelve months: Suzano (SUZ) +0.7%, Eagle Materials (EXP) +1.7%, Clearwater Paper (CLW) -3.2%.

Which company is more profitable?

Eagle Materials (EXP) has the highest net margin (Suzano (SUZ) 17.2%, Eagle Materials (EXP) 17.3%, Clearwater Paper (CLW) 0.2%). On return on invested capital, Eagle Materials (EXP) leads (Suzano (SUZ) 7.1%, Eagle Materials (EXP) 12.9%, Clearwater Paper (CLW) -1.3%).

Which stock has performed better?

Over the past year Suzano (SUZ) returned the most: Suzano (SUZ) -3.4%, Eagle Materials (EXP) -25.4%, Clearwater Paper (CLW) -3.7%. Over five years, Eagle Materials (EXP) compounded fastest (Suzano (SUZ) +0.2%/yr, Eagle Materials (EXP) +4.7%/yr, Clearwater Paper (CLW) -14.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Suzano (SUZ) 0.00%, Eagle Materials (EXP) 0.01%, Clearwater Paper (CLW) 0.00%. Suzano (SUZ) and Clearwater Paper (CLW) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Suzano (SUZ) has been the steadiest (Suzano (SUZ) 29.9%, Eagle Materials (EXP) 34.5%, Clearwater Paper (CLW) 52.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SUZ, EXP and CLW?

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 6. 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.