Added to YB: 2026-06-30
Pitch date: 2026-06-26
ZTS [bullish]
Zoetis Inc.
-4.66%
current return
Author Info
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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
$31.9B
Pitch Price
$76.83
Price Target
N/A
Dividend
2.79%
EV/EBITDA
9.36
P/E
12.46
EV/Sales
4.11
Sector
Pharmaceuticals
Category
value
New Buy : Zoetis
ZTS: Animal health leader, 70% companion/30% livestock, now at ~10x EV/EBIT and decade-low 15x FCF after 54% drop from 2022 peak. Moat tested by generic competition, cost-conscious pet owners (US co-animal -11%). 20%+ ROIC, 17% economic spread, mid-single digit growth. No 2026 launches but 12 blockbusters in pipeline (renal, oncology, pain) for 2027-28. Five-factor IRR 21-25%. Mgmt levered up to buy back 4.8% of shares.
Read full article (18 min)