Added to YB: 2026-07-16
Pitch date: 2026-07-13
ZTS [neutral]
Zoetis Inc.
-0.18%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$31.6B
Pitch Price
$74.67
Price Target
N/A
Dividend
2.81%
EV/EBITDA
9.29
P/E
12.35
EV/Sales
4.08
Sector
Pharmaceuticals
Category
value
Q2 2026: Portfolio Update + Investable Universe - Zoetis Inc.
ZTS (holding update): Repeated guidance cuts (2 of last 3 quarters) on dog osteoarthritis drug side effects, competitive launches in parasiticides/derm, weak vet visits & price sensitivity. Stock ~halved, multiple 22.5x→<11x. 2026 org rev guide 2-5% but market skeptical given track record & Q1 flat. Holding: future brighter than price implies.
Read full article (1 min)