Added to YB: 2026-05-28
Pitch date: 2026-05-26
ZTS [neutral]
Zoetis Inc.
-0.67%
current return
Author Info
Value Investing Substack is finding stocks with low valuations | Diversified Portfolio with 11% CAGR | Former PM & equity analyst, featured on Nikkei. Sign up for the newsletter.
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
$33.6B
Pitch Price
$80.02
Price Target
N/A
Dividend
2.64%
EV/EBITDA
9.78
P/E
13.14
EV/Sales
4.30
Sector
Pharmaceuticals
Category
value
Zoetis down -50% over the past year
ZTS: World's leading animal pharma spun from Pfizer 2013. Down 50% on Q1 US pet rev -11% YoY, but 5Y avg rev growth 4.5%, 9% EPS growth via 4% pricing power + buybacks funded by debt. 60/40 US/Int'l split, 80% US rev from dogs/cats. 13x PE for defensible moat in pet healthcare w/ stable margins. Customer concentration risk: top client 15% rev. Generic competition emerging
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