Added to YB: 2026-08-26
Pitch date: 2026-08-24
ZTS [neutral]
Zoetis Inc.
+0.83%
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
$76.65
Price Target
N/A
Dividend
2.73%
EV/EBITDA
9.48
P/E
12.68
EV/Sales
4.17
Sector
Pharmaceuticals
Category
value
5 Out-of-Favor Heavyweights to Watch - Zoetis Inc.
ZTS (watchlist): Global animal-health leader trading ~12-13x FWD earnings, near its cheapest multiple ever, with a 6% FCF yield after a rough 6 months: stalled addressable market, FDA-flagged adverse effects on Librela (dog osteoarthritis injection), and generic competition forcing selective price cuts. Bull case rests on high margins, low capex, capital returns, growing livestock segment and a full pipeline. Author wants clarity on generics/Librela impact before acting.
Read full article (1 min)