Zoetis Inc (ZTS-N)
107 watching
NYSE:ZTS
204.73
0.02
(0.01%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Sep 24, 2021, 8:03 pm
0
TOP PICK
Animal health. 2/3 of the business comes from companion animals. Interesting secular growth area in consumer discretionary. Grew business very nicely. Earnings growing mid-teens. A theme that's not going away. Great innovation pipeline. Yield is 0.49%. (Analysts’ price target is $221.39)
Consumer Products
$207.550
Owned
TOP PICK
Leading player in animal health. Companion animals segment is more attractive than the livestock side. Millennials spend more on pets and pay more attention to their health. Attractive growth rate. Product life cycle is much longer, competition from generics is less. Potential in EMs. Well positioned in an attractive sector. Yield is 0.50%. (Analysts’ price target is $219.52)
Consumer Products
BUY
Livestock had a tough year in 2020, grows about 5%. But that's coming back. As people get wealthier, they eat more protein. Pet care benefits from branded drug pricing power, good growth over next several years. Not many competitors. Great free cashflow growth, great balance sheet, good product pipeline. Great story for the long term.
Consumer Products
PAST TOP PICK
(A Top Pick Jun 26/20, Up 40%) Still buying it here. Pandemic has slowed livestock segment. Pet side has been growing like gangbusters. Easy to bring product to market, not a lot of insurance, not many generics. Will continue to see growth. Free cashflow, great balance sheet, executes well.
Consumer Products
TOP PICK
She recently bought this. She likes the animal healthcare industry, half/half in pets and livestock. They hold the leading market share in animal healthcare with over 300 product lines. They've been around for 65 years with a deep sales force. Covid increased pet ownership, including more Millennials who spend more on pets. Livestock is seeing good growth in China and Brazil. China is rebuilding their herd after swine flu, and ZTS develops medicines here. With animal health, generics are less an issue than human health. Well-positioned with a good balance sheet. (Analysts’ price target is $198.82)
Consumer Products
BUY
It's had a strong run during Covid, though it's perceived as a pandemic stock. Their livestock division has hurt because restaurants are closed, so there's less demand. This division grows only at 5% anyway, but there's higher growth in their pets division. The average pet costs $3,000 annually in food and medical supplies/services. Bringing such products to market is faster than for humans, and ZTS is bringing such products to market in the next little while. The stock is taking a breather here, but he continues to buy it and it will grow nicely in coming years.
Consumer Products
TOP PICK
Animal care plus livestock. Livestock is not growing as quickly as last year, but will as protein consumption grows in developing countries. Pet business really strong this year. Drugs come to market sooner, and not many generics. Great demographic and growth story. Yield is 0.67%. (Analysts’ price target is $186.31)
Consumer Products
WAIT
He took profits. Makes sense long-term. Valuation is getting heavy at 36x earnings, for an EPS growth rate of 11-12%. A lot of money has gone into biotech, so this has suffered. If the valuation came down, he'd revisit.
Consumer Products
BUY
They report Tuesday. He expects another winning quarter for this pet stock. He likes the pet healthcare business.
Consumer Products
TOP PICK
In 2001, people spent $6.2 billion on pets and $15.5 billion in 2018, so this is a good growth industry. Zoetis has a livestock business, growing 4--5%; though restaurant closures have slowed growth lately, as people age, they eat more protein. Also the pet business is growing strongly. The average pet owner spends $3,000 on their pet. Another tailwind is that animal drugs have few generics. (Analysts’ price target is $181.18)
Consumer Products
PARTIAL SELL
Likes it in the long term. He's taken some profit. Short-term concern is that a lot of people bought pandemic companion animals, so 2020 was a really good year, and it's going to be hard to top 2020.
Consumer Products
BUY
They make drugs for pets and livestock. Under the new CEO, ZTS is up 22% despite taking a beating during last year's lockdown. ZTS has since delivered a couple of strong quarters.
Consumer Products
PAST TOP PICK
(A Top Pick Dec 19/19, Up 26%) Livestock and pets. Consistent grower at 5%. As people get wealthier, they tend to buy more protein, so livestock goes up. R&D benefits humans, has easier approval, and has pricing power. Pets are a high growth industry. Great products in pipeline. Will continue to do well.
Consumer Products
BUY
A lot more people have either bought or adopted pets. The cost of keeping an animal has gotten more expensive. You should buy on a pull back. It is a great demographic story.
Consumer Products
HOLD
He took profits to switch into biotech. Revenue streams will grow at high single digits. Chart looks good. One of his favourite names in the space.
Consumer Products
Zoetis Inc(ZTS-N) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 7
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 9
Zoetis Inc(ZTS-N) Frequently Asked Questions
What is Zoetis Inc stock symbol?
Zoetis Inc is a American stock, trading under the symbol ZTS-N on the New York Stock Exchange (ZTS). It is usually referred to as NYSE:ZTS or ZTS-N
Is Zoetis Inc a buy or a sell?
In the last year, 9 stock analysts published opinions about ZTS-N. 7 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Zoetis Inc.
Is Zoetis Inc a good investment or a top pick?
Zoetis Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Zoetis Inc.
Why is Zoetis Inc stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Zoetis Inc worth watching?
9 stock analysts on Stockchase covered Zoetis Inc In the last year. It is a trending stock that is worth watching.
What is Zoetis Inc stock price?
On 2021-09-24, Zoetis Inc (ZTS-N) stock closed at a price of $204.73.
