NYSE:ZTS
Zoetis Inc (ZTS)
79.44
-0.08 (0.10%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
187 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 6, 2026, 12:00 amThis summary was created by AI, based on 5 opinions in the last 12 months.
Zoetis Inc. (ZTS) has been experiencing significant challenges, with its stock down 39% this year following a weaker performance in its last quarter. The company faced negative press regarding its new pain management drug for pets, which has been detrimental to its outlook and guidance. Despite these issues, the livestock segment shows stability and growth, especially as demand increases in developing countries. Analysts note that while pet owners are becoming more cautious in their spending, the pet care market continues to grow overall. With the stock trading at a lower valuation than historical averages, analysts see potential despite current headwinds. The consensus among experts appears to be cautious but holds a belief in the long-term viability of its offerings.
Consensus
Hold
Valuation
Undervalued
Similar
MRNA
TOP PICK
An animal health care company that works with pets and livestock. There is over $15 billion in pet spending in the US today. There is not the same price pressure in pet health from insurance companies like in pharma. Getting a drug for a pet is easier and faster than for human use. On the livestock side, developing countries are consuming more protein. Yield 0.59% (Analysts’ price target is $136.14)
Paul Harris, CFAOwned
Consumer Products
PAST TOP PICK
(A Top Pick May 21/19, Up 24%) Pets as well as livestock. There is not a lot of generics for pet drugs. A lot are the same as for pets as for humans.
Paul Harris, CFAOwned
Consumer Products
PAST TOP PICK
(A Top Pick May 21/19, Up 18%) Pharma company for animals, livestock and pets. Great story. Great company and an opportunity to do well.
Paul Harris, CFAOwned
Consumer Products
BUY
The pet medicine industry continues to grow. There are few competitors. He's recommended ZTS many times before. People spend $3K on their pets. ZTS has pricing power.
Paul Harris, CFAOwned
Consumer Products
TOP PICK
They make drugs for pets. $6.2 billion was spent in 2001 on pets and now it's over $15 billion. Each owner spend $3,000 on their pet, mostly out of pocket. The process to get a pet drug to market is faster than a drug for humans. Lots of growth. (Analysts’ price target is $135.31)
Paul Harris, CFAOwned
Consumer Products
BUY
The companion animal market has grown very strongly in the developed world. This company has less exposure to livestock. They provide testing services to vets. He likes the company. He likes the long term prospects of the company but banks will do better if interest rates keep going up.
Consumer Products
PAST TOP PICK
(A Top Pick Nov 07/18, Up 30%) Revenue split between pet care and livestock. Owners are increasingly willing to spend money on pets. Fragmented industry. Huge margins. 20 consecutive quarters of positive earnings surprises. Good name long-term. Bit pricey, but they can catch up.
Stan WongOwned
Consumer Products
TOP PICK
People spend over $15 billion for over-the-counter drugs for their pets. There are no generic ones that compete and it's easier to bring to market (less testing) compared to meds for humans. (Analysts’ price target is $128.86)
Paul Harris, CFAOwned
Consumer Products
PAST TOP PICK
(A Top Pick Sep 12/18, Up 37%) Healthcare for animals. 33x earnings. Industry is a high-margin business. Consumer doesn't have much pricing power. Greater global need for healthier livestock. Reported 20 consecutive quarters of positive earnings.
Stan WongOwned
Consumer Products
PAST TOP PICK
(A Top Pick Aug 20/18, Up 26%) Lumped into the same sector as drugs for humans. So, because this sector has been under pressure from political rhetoric, ZTS's stock price is lower than it should be. ZTS continues to do well in the livestock space due to Asian swine flu.
David FingoldOwned
Consumer Products
BUY
It's an animal healthcare company, both livestock and pets. Livestock growns along with GDP; as populations become urbanized, families consume more protein. Pets are a great growth business. There's little competition in this space to supply generic drugs for pets, and more and more people are buying pets. Owners spend $3,000 a year to maintain a pet.
Paul Harris, CFAOwned
Consumer Products
TOP PICK
Animal healthcare company. Spun out of Pfizer in 2013. From 2001 to 2018, spending on animal healthcare went from $6.2B to $15.5B. Young people all have pets. One of the great thing is that a lot of the costs are out of the pocket, not many insurances companies in the market. Not a lot of generics that compete with the drugs, and getting new drugs approved for animals is faster. Very little debt. Good growth perspective. (Analysts’ price target is $106.33)
Paul Harris, CFAOwned
Consumer Products
BUY
It was too cheap because the whole pharma industry was out of favor. This whole industry is not out of favor from politicians. This has a better balance sheet, margins, and manufacturing costs. He continues to see it doing well unless something impacts livestock herds or companion animal populations.
David FingoldOwned
Consumer Products
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