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Stocks sink for the day and weekMoody’s downgrade pressures stocksTSX and Dow gain for the weekThis summary was created by AI, based on 13 opinions in the last 12 months.
Zoetis Inc. (ZTS) is a leading player in the animal health industry, consistently praised for its strong product offerings in both companion animals and livestock pharmaceuticals. Analysts project solid sales and earnings growth over the next two years, with emphasis on the blockbuster potential of its controversial dog arthritis drug, Librela, which remains under scrutiny but is expected to drive future revenues. The company enjoys a robust market position, evidenced by its low competition, high return on equity, and decent dividend yield of around 1%. While there are concerns regarding competition and potential negative press affecting some products, the long-term growth trend in pet ownership and livestock demand makes Zoetis a compelling investment for those looking at resilient sectors amidst economic uncertainties.
Librela's actually been on the market for a while, launched in Europe before US. Debate whether it helps or does it cause adverse effects. Company still tags very strong growth for this drug, vets are still recommending it. Reports in a week or two, so we'll get more visibility. If growth stalls on this one, a negative for the stock. So far, things seem on track.
Librela is important, as company thinks it can be a blockbuster. Their other drugs are doing quite well, pipeline is healthy.
Companion pets are a big thing. Growing need for protein from livestock. Above 200-day MA, but that's moving sideways. Trendlines are not fantastic. Trading at 31x, with 10% growth rate, PEG of 3, a bit expensive.
Likes the industry in general. A leader. Vets like its products. Not a lot of generic competition. Diversified in types of care. Studies show that pet spending is resilient even during slowdowns. Attractive entry point.
Shares are declining because they now face competition. It's no longer a one-horse race.
A bit disappointing. Headwind from near-term, cyclical pressures as economy weakens and vet visits decline. Company sees itself as defensive -- people prioritize their pets, aging population, younger generation having pets instead of children. Competition on drugs, adverse press to dog pain management drug. Still likes longer, secular trend.
2/3 pet pharma, 1/3 livestock. Time to market is lower than for human pharma, not as much generic competition. Overhang from negative press about unwanted effects from painkillers -- anecdotal, not based on data. Good growth going forward. Yield is 1%.
(Analysts’ price target is $206.40)Livestock has come back since Covid plus, as people become wealthier, they eat more protein. Pet side is going like gangbusters. Lots of products in pipeline. Incredible run during Covid, now taking a break. Will continue to do well.
Pet division is about 2/3 of revenue, livestock makes up the rest. Around for 65 years, spun off from PFE 10 years ago. Animal health industry has very little generic competition, so product life tends to be over 25 years. Leading share globally. Invests in R&D. Pullback is attractive opportunity. Yield is 1%.
(Analysts’ price target is $217.14)That conversion metric is a good one. Transitioning some drugs, so growth has slowed, impacting free cashflow. Increase in R&D taking up capital. New drugs in pipeline. Story still stands. Good value compounder over time.
Their last quarter was weak, but he thinks it's a one-off event. Be believes in the CEO and company long term.
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
In the last year, 11 stock analysts published opinions about ZTS-N. 8 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Zoetis Inc.
Zoetis Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Zoetis Inc.
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.
11 stock analysts on Stockchase covered Zoetis Inc In the last year. It is a trending stock that is worth watching.
On 2025-03-14, Zoetis Inc (ZTS-N) stock closed at a price of $161.26.
ZTS looks 'decent' with good growth expected still and a reasonable valuation. Sales and earnings are expected to show growth over the next two years. We think it is buyable and would prefer it to the much smaller and riskier PAHC.
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