Added to YB: 2026-08-05
Pitch date: 2026-08-03
ZTS [neutral]
Zoetis Inc.
-0.01%
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
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
$32.3B
Pitch Price
$76.05
Price Target
N/A
Dividend
2.75%
EV/EBITDA
9.46
P/E
12.63
EV/Sales
4.16
Sector
Pharmaceuticals
Category
value
Vetoquinol vs Zoetis - $ZTS
ZTS (watchlist): Compared vs VETO.PA. ZTS 52.6% ROE inflated by leverage/buybacks—used 97% of 5yr CFO ($12.3B) on buybacks+divs, funded by debt. $10.7B treasury stock at ~$139 avg vs $77 price = ~$4.7B value destroyed. Adj ROE 19.3%, IRR 18-23% (14% EPS growth). Tactical only; prefers owner-run VETO for capital allocation.
Read full article (7 min)