Added to YB: 2026-02-19
Pitch date: 2026-02-17
ZTS [neutral]
Zoetis Inc.
+1.1%
current return
Author Info
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Company Info
Zoetis Inc. engages in the discovery, development, manufacture, and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry in the United States and internationally.
Market Cap
$53.0B
Pitch Price
$125.90
Price Target
N/A
Dividend
1.69%
EV/EBITDA
14.37
P/E
20.86
EV/Sales
6.34
Sector
Pharmaceuticals
Category
turnaround
Questionable Timing - Zoetis Inc.
ZTS (earnings): Q4 organic growth decelerated to +4% (from +9% Q1). 2026 guide: 3-5% revenue, 3-6% adj net income growth—disappointing vs peers. Headwinds: Librela weakness, macro pressure on vet visits, heightened competition. Growth shifted to price (4%) vs volume (2%). Key products (Lenivia, Portela) won't hit US until 2027+. Mgmt likely conservative but growth lumpier than expected. Trades 17x EV/EBIT.
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