Added to YB: 2026-08-14
Pitch date: 2026-08-12
ZTS [bullish]
Zoetis Inc.
+2.36%
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
$30.4B
Pitch Price
$74.09
Price Target
107.00 (+41%)
Dividend
2.88%
EV/EBITDA
9.07
P/E
12.00
EV/Sales
3.99
Sector
Pharmaceuticals
Category
value
$ZTS valuation model
ZTS: Down 50% from 52w high after 2 guidance cuts, but analysts call it widest moat in animal health. DCF fair value $107 (43% upside, 12% annual alpha if realized over 3yrs). Assumes ~3% rev growth (recovery profile), 42-44% EBITDA margin, 7.5% WACC, 10x exit. 2026 guide cut to $9.12-9.32B vs $9.47B '25; Q2 flat/-1% organic on weak companion-animal demand, competition.
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