Added to YB: 2026-05-12
Pitch date: 2026-05-10
ZTS [bullish]
Zoetis Inc.
-6.64%
current return
Author Info
No bio for this author
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
$34.7B
Pitch Price
$82.12
Price Target
N/A
Dividend
2.56%
EV/EBITDA
10.04
P/E
13.56
EV/Sales
4.41
Sector
Pharmaceuticals
Category
value
Adding a new Gem & 2 Things I learned this week - Zoetis Inc.
ZTS: Global animal health leader, 70% companion/30% livestock, 300+ products across 8 species. Wide moat (Morningstar). Down 21% post-Q1 on US companion weakness (-11%), but Intl +10%, livestock +12%. Market growing 8-10% CAGR to $150B by 2032. Now 12x fwd P/E (historic low) vs 26% 5yr ROCE—entering Magic Formula territory. Smith/Fundsmith & Rolfe/Wedgewood both building positions. Adding 1-2% starter.
Read full article (3 min)