Added to YB: 2026-07-22
Pitch date: 2026-05-08
ZTS [bullish]
Zoetis Inc.
-7.6%
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
$32.1B
Pitch Price
$81.55
Price Target
N/A
Dividend
2.77%
EV/EBITDA
9.41
P/E
12.54
EV/Sales
4.13
Sector
Pharmaceuticals
Category
value
Zoetis Inc. - $ZTS
ZTS: Long animal health pharma leader at 12x FY26E EPS ($6.96), sector-low multiple, down to 2018/19 levels on US companion animal weakness (44% rev, 50-60% EBIT; -11% 1Q26). 'Pipeline gap' vs Elanco derm/parasiticide launches. Draconian downside EPS $4.11 (20x). Humanization tailwind intact. AI/patent risks. Catalyst: earnings, time.
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