A meaningful DCF fair value isn't available for Suzano S.A. (SUZ) — its free-cash-flow and net-debt profile makes a standard discounted-cash-flow model unreliable (common for loss-makers and high-net-debt or recently-public companies), and no analyst DCF is published. Explore your own assumptions with the editable model below.
What would today's price require?
$8.50 is justified only if free cash flow grows about +12.4% a year (fading to 2.5% long-run) at a 7.5% required return — faster than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 4.2%/yr | 8.5% | N/A |
| Base case | 7.2%/yr | 7.5% | $4.40 |
| Optimistic | 10.2%/yr | 6.5% | $11.64 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 2, 2026 · assumptions not provided | $55.33 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$8.50
Market-Implied Growth
+12.4%/yr
vs +7.2% 5Y actual
Base-Case Model Value
N/A
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for SUZ (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $834.4M · 1.24B shares · net debt $15.5B
Estimated Fair Value
$4.40
-48.3% vs $8.50
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 7.2%/yr FCF growth and 10-year horizon fixed. Green = above today's $8.50; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 5.5% | $9.49 | $12.25 | $15.94 | $21.09 | $28.81 |
| 6.5% | $4.99 | $6.65 | $8.72 | $11.38 | $14.93 |
| 7.5% | $2.00 | $3.09 | $4.40 | $6.00 | $7.99 |
| 8.5% | N/A | $0.63 | $1.52 | $2.57 | $3.83 |
| 9.5% | N/A | N/A | N/A | $0.20 | $1.06 |
