Added to YB: 2026-08-05
Pitch date: 2026-08-03
VETO.PA [bullish]
Vetoquinol SA
-0.69%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Vetoquinol SA, a veterinary pharmaceutical company, engages in designing, developing, and selling of veterinary drugs and non-medicinal products for cattle, pigs, dogs, and cats in Europe, the Americas, and the Asia Pacific region.
Market Cap
EUR 833.3M
Pitch Price
EUR 72.20
Price Target
N/A
Dividend
1.30%
EV/EBITDA
5.73
P/E
14.53
EV/Sales
1.19
Sector
Pharmaceuticals
Category
growth
Vetoquinol vs Zoetis - $VETO.PA
VETO.PA: French vet-pharma mid-cap (~€850M cap, family-controlled 67%). Prefers over ZTS for prudent capital allocation — strong balance sheet, low leverage 1.29x vs ZTS 4.64x (buyback-driven, ~$4.7B destroyed via ill-timed repurchases). VETO IRR 6-16% over 10yr. Underlying ROE gap only 2x. ZTS on watchlist for tactical 18-23% IRR play.
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