$ZTS

2 theses

bullish 50%neutral 50%bearish 0%

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 8, 4:31 PM ET

$ZTSr/ValueInvestingDiscussionbullish

u/Tedious-Butcher · 15d ago1 prior · awaiting results

Calling BS that Zoetis is not $240-$400 share price.

Zoetis is significantly undervalued at $77 given strong revenue growth from $5.8B (2018) to $9.5B (2025), consistent YoY earnings growth, and margins above 25%. The company's diversified revenue streams across pet and livestock markets justify a substantially higher valuation of $240-$400 per share.

At post $77.29Now $73.56-4.8% since postedas of Sep 8, 4:31 PM ET

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$ZTSr/ValueInvestingStock Analysisneutral

u/No-Change3100 · 32d agono track record yet

Is Zoetis a rare opportunity, or has the business fundamentally changed?

Zoetis has faced real operational headwinds—market share losses, competitive pressure, and guidance cuts in US companion animals—but the valuation is unusually low for a global market leader with strong brands and high margins. The key question is whether this reflects a temporary cyclical reset or a fundamental, permanent loss of competitive moat, with the answer depending on pipeline strength, pricing power recovery, and execution in US pet products versus international/livestock divisions.

At post $75.35Now $73.56-2.4% since postedas of Sep 8, 4:31 PM ET

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End of results.