SW vs SUZ Stock Comparison

Smurfit Westrock and Suzano Prices as of Oct 23, 2026 Peers: Industry group
SW Smurfit Westrock plc
$41.85 -10.0% 1M -2.7% 1Y
Market cap
$22.12B
P/E
44.5x
Revenue (TTM)
$31.33B
Div. yield
–
Paper Packaging 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, Smurfit Westrock 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSWSUZLeader
Larger companyMarket capitalisation $22.12B $10.91B SW
Cheaper on earningsLower P/E, profitable companies only 44.5x 7.0x SUZ
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.4x 6.1x SUZ
Faster revenue growthRevenue growth, trailing twelve months +1.7% +0.7% SW
More profitableNet margin, trailing twelve months 1.6% 17.2% SUZ
Better return on capitalReturn on invested capital 3.1% 7.1% SUZ
Less leveragedLower net debt / EBITDA 3.2x 3.1x SUZ
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -2.7% -4.6% SW
Better 5-year returnAnnualised price return, 5 years -3.0%/yr -1.5%/yr SUZ
Less volatileAnnualised volatility, 1 year 44.1% 29.8% SUZ
Higher overall scoreMean of the five percentile scores vs peers 53/100 57/100 SUZ

Percentile Scorecard

SWSUZ

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

AxisSWSUZ
Valuation 67 #6 of 16 90 #29 of 287
Growth 67 #6 of 16 17 #222 of 267
Profitability 40 #10 of 16 77 #55 of 240
Financial Health 69 #6 of 17 30 #207 of 295
Shareholder Returns 23 #11 of 14 70 #62 of 204
Overall 53 57
  • SW ranked among 17 companies in Packaging
  • 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

PeriodSWSUZSPY
1 month -10.0%-6.3% -1.0%
3 months -13.8%+4.3% +2.9%
6 months +4.7%-5.1% +6.4%
Year to date +8.2%-7.5% +11.4%
1 year -2.7%-4.6% +13.1%
3 years +32.4%-17.5% +79.4%
3 years, per year +9.8%-6.2% +21.5%
5 years -14.1%-7.1% +67.7%
5 years, per year -3.0%-1.5% +10.9%
10 years +91.0%+159.5% +255.2%
10 years, per year +6.7%+10.0% +13.5%

Risk

MeasureSWSUZSPY
Volatility, 1Y 44.1%29.8% 12.7%
Downside volatility, 1Y 40.4%27.9% 12.7%
Beta vs S&P 500, 1Y 1.450.63 1.00
Return / volatility, 1Y -0.06-0.16 1.03
Max drawdown, 5Y -55.1%-41.1% -25.4%
From 52-week high -19.3%-24.6% -2.5%
52-week high $51.84$11.46 $779.14
52-week low $32.79$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.

MultipleSWSUZ
P/E now vs peer median 44.1xmedian 18.2x 6.9xmedian 17.9x
P/S now vs peer median 0.7xmedian 0.7x 1.2xmedian 1.8x
EV/EBITDA now vs peer median 8.4xmedian 9.5x 5.7xmedian 9.8x
P/FCF now vs peer median 21.6xmedian 15.7x 12.3xmedian 16.0x
P/B now vs peer median 1.2xmedian 1.4x 1.1xmedian 1.8x
PEG now vs peer median —median 0.83 -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 monthsSWSUZ
Revenue $31.33B $9.04B
Gross profit $5.62B $2.58B
Operating income $1.48B $1.91B
Net income $497.00M $1.56B
Free cash flow $1.02B $888.28M
EPS (diluted) $0.94 $1.25
Cash & equivalents $677.00M $3.21B
Total debt $14.16B $17.89B
Shares (diluted) 526.00M 1.24B
Enterprise value $19.02B -$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
MetricSWSUZ
P/E 44.1x 6.9x
P/FCF 21.6x 12.3x
P/Operating cash flow 6.7x 3.5x
P/S 0.7x 1.2x
P/B 1.2x 1.1x
P/Tangible book 1.3x 1.1x
EV/EBITDA 8.4x 5.7x
EV/EBIT 24.0x 12.4x
EV/Revenue 1.1x 2.6x
EV/FCF 34.9x 26.7x
EV/Operating cash flow 10.7x 7.5x
PEG (3Y EPS CAGR) – -0.19

Growth

14 metrics
MetricSWSUZ
Revenue growth (1Y) 1.7% 0.7%
Revenue CAGR (3Y) – -1.5%
Gross profit growth (1Y) -4.5% -23.8%
Gross profit CAGR (3Y) – -17.1%
Operating income growth (1Y) 17.2% -20.3%
Operating income CAGR (3Y) – -30.5%
Net income growth (1Y) 41.2% 11.8%
Net income CAGR (3Y) – -29.7%
EPS growth (1Y) 40.1% 14.2%
EPS CAGR (3Y) – -36.5%
Operating cash flow growth (1Y) 52.3% -11.0%
Operating cash flow CAGR (3Y) – -13.2%
Free cash flow growth (1Y) 1,094% -70.7%
Free cash flow CAGR (3Y) – -47.6%

Profitability

14 metrics
MetricSWSUZ
Gross margin 17.9% 28.6%
EBITDA margin 13.5% 46.0%
Operating margin 4.7% 21.1%
Pretax margin 2.3% 25.9%
Net margin 1.6% 17.2%
FCF margin 3.2% 9.8%
Operating cash flow margin 10.5% 34.8%
Return on equity 2.7% 16.6%
Return on assets 1.1% 4.8%
Return on invested capital 3.1% 7.1%
Return on capital employed 3.9% 6.4%
Asset turnover 0.7x 0.3x
Cash conversion (OCF / net income) 6.6x 2.0x
Stock comp / revenue 0.4% –

Financial Health

11 metrics
MetricSWSUZ
Debt / assets 31.3% 54.2%
Debt / equity 0.8x 1.9x
Net debt / EBITDA 3.2x 3.1x
Debt / FCF 14.0x 20.1x
Liabilities / assets 60.0% 70.9%
Equity / assets 40.0% 29.1%
Interest coverage – 1.4x
Current ratio 1.4x 3.4x
Quick ratio 0.7x 2.3x
Cash ratio 0.1x 1.9x
Altman Z-score 1.44 1.03

Shareholder Returns

7 metrics
MetricSWSUZ
Dividend yield 4.3% 2.4%
Net buyback yield -0.1% –
Shareholder yield 4.2% 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.

ConsensusSWSUZ
Forward P/E 18.4xFY2026 6.1xFY2026
EPS, next fiscal year $2.27FY2026 $1.41FY2026
EPS growth, next FY +10.7%FY2026 -32.5%FY2026
EPS growth, the year after +66.5% -28.4%
Revenue, next fiscal year $33.69BFY2026 $10.38BFY2026
Revenue growth, next FY +8.1%FY2026 +7.4%FY2026
Revenue growth, the year after +8.8% +11.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSWSUZ
Held by institutions 95.9% 5.9%
Institutions holding 640 136
Change in shares held, QoQ +5.7% +0.6%
Institutions buying 373 77
Institutions selling 191 46
Buyers to sellers 1.95 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.

SWSUZ
SW 1.00 0.35
SUZ 0.35 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SW and SUZ?

Smurfit Westrock (SW) is the largest by market capitalisation: Smurfit Westrock (SW) $22.12B, Suzano (SUZ) $10.91B.

Which stock is cheaper, SW and SUZ?

Suzano (SUZ) trades on the lowest price-to-earnings ratio (Smurfit Westrock (SW) 44.5x, Suzano (SUZ) 7.0x). On next year's consensus earnings, Suzano (SUZ) is cheapest (Smurfit Westrock (SW) 18.4x, 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?

Smurfit Westrock (SW) grew revenue fastest over the trailing twelve months: Smurfit Westrock (SW) +1.7%, Suzano (SUZ) +0.7%.

Which company is more profitable?

Suzano (SUZ) has the highest net margin (Smurfit Westrock (SW) 1.6%, Suzano (SUZ) 17.2%). On return on invested capital, Suzano (SUZ) leads (Smurfit Westrock (SW) 3.1%, Suzano (SUZ) 7.1%).

Which stock has performed better?

Over the past year Smurfit Westrock (SW) returned the most: Smurfit Westrock (SW) -2.7%, Suzano (SUZ) -4.6%. Over five years, Suzano (SUZ) compounded fastest (Smurfit Westrock (SW) -3.0%/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 (Smurfit Westrock (SW) 44.1%, Suzano (SUZ) 29.8%). Volatility measures how widely the price swings, not the risk of the business.

Do SW and SUZ move together?

Their daily returns over the past year have a correlation of 0.35, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, SW 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.