Zoetis Inc

ZTS-N

NYSE:ZTS

140.16
1.12 (0.81%)
Zoetis, Inc. is the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of ...
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Analysis and Opinions about ZTS-N

Signal
Opinion
Expert
BUY
BUY
January 8, 2020
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.
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Zoetis Inc (ZTS-N)
January 8, 2020
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.
TOP PICK
TOP PICK
December 19, 2019
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)
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Zoetis Inc (ZTS-N)
December 19, 2019
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)
BUY
BUY
December 2, 2019
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.
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Zoetis Inc (ZTS-N)
December 2, 2019
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.
COMMENT
COMMENT
November 8, 2019
They make pharmaceuticals for pets. The action today looks like it’s breaking down. The volume looks good but there’s been a lot of selling. He would be very cautious.
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Zoetis Inc (ZTS-N)
November 8, 2019
They make pharmaceuticals for pets. The action today looks like it’s breaking down. The volume looks good but there’s been a lot of selling. He would be very cautious.
PAST TOP PICK
PAST TOP PICK
October 24, 2019
(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.
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Zoetis Inc (ZTS-N)
October 24, 2019
(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.
TOP PICK
TOP PICK
October 18, 2019
The biggest livestock and pet medicine maker in the world. They have 300 R&D projects in the works. A solid long term uptrend in place. A recent technical buy signal has him thinking now is the time to buy. Yield 0.51% (Analysts’ price target is $132.00)
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Zoetis Inc (ZTS-N)
October 18, 2019
The biggest livestock and pet medicine maker in the world. They have 300 R&D projects in the works. A solid long term uptrend in place. A recent technical buy signal has him thinking now is the time to buy. Yield 0.51% (Analysts’ price target is $132.00)
TOP PICK
TOP PICK
September 26, 2019
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)
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Zoetis Inc (ZTS-N)
September 26, 2019
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)
PAST TOP PICK
PAST TOP PICK
September 11, 2019
(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.
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Zoetis Inc (ZTS-N)
September 11, 2019
(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.
PAST TOP PICK
PAST TOP PICK
August 2, 2019
(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.
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Zoetis Inc (ZTS-N)
August 2, 2019
(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.
BUY
BUY
July 2, 2019
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.
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Zoetis Inc (ZTS-N)
July 2, 2019
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.
TOP PICK
TOP PICK
May 21, 2019
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)
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Zoetis Inc (ZTS-N)
May 21, 2019
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)
BUY
BUY
December 27, 2018
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.
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Zoetis Inc (ZTS-N)
December 27, 2018
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.
COMMENT
COMMENT
December 3, 2018
They've been hitting it out of the park and continues to see great topline growth. He sold it because Eli Lilly spun out their business into Elanco, the #2 in animal health. There's a premium valuation on ZTS, because there's little else to get exposure to animal health. At 27x earnings, this will get hit more in a pullback.
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Zoetis Inc (ZTS-N)
December 3, 2018
They've been hitting it out of the park and continues to see great topline growth. He sold it because Eli Lilly spun out their business into Elanco, the #2 in animal health. There's a premium valuation on ZTS, because there's little else to get exposure to animal health. At 27x earnings, this will get hit more in a pullback.
TOP PICK
TOP PICK
November 7, 2018
Big producer of medicine and vaccines for livestock and pets, with revenues roughly evenly split between those two areas. Living standards are rising in developing countries, so they need vaccines for healthy livestock. Also, pet owners will pay well (vaccines) to heal their pets. (Analysts’ price target is $98.91)
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Zoetis Inc (ZTS-N)
November 7, 2018
Big producer of medicine and vaccines for livestock and pets, with revenues roughly evenly split between those two areas. Living standards are rising in developing countries, so they need vaccines for healthy livestock. Also, pet owners will pay well (vaccines) to heal their pets. (Analysts’ price target is $98.91)
TOP PICK
TOP PICK
September 12, 2018

Animal health care involving drugs. Largest producer of medicine in the pet and livestock space. Spun off from Pfizer. Likes it because of minimal generic competition, and a fragmented customer base. A defensive growth name. Yield is 0.6%. (Analysts’ price target is $93.27.)

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Zoetis Inc (ZTS-N)
September 12, 2018

Animal health care involving drugs. Largest producer of medicine in the pet and livestock space. Spun off from Pfizer. Likes it because of minimal generic competition, and a fragmented customer base. A defensive growth name. Yield is 0.6%. (Analysts’ price target is $93.27.)

TOP PICK
TOP PICK
August 20, 2018

Was spun out of Pfizer. They make pharma for livestock and pharma for companion animals. The latter is growing faster than the former. They bought out a competitor in diagnostics so they have a stronger share in that area, which is a rapidly growing market. He's done well with it ever since Clinton attacked big pharma. (0.6% dividend) (Analysts' price target: $93.27)

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Zoetis Inc (ZTS-N)
August 20, 2018

Was spun out of Pfizer. They make pharma for livestock and pharma for companion animals. The latter is growing faster than the former. They bought out a competitor in diagnostics so they have a stronger share in that area, which is a rapidly growing market. He's done well with it ever since Clinton attacked big pharma. (0.6% dividend) (Analysts' price target: $93.27)

COMMENT
COMMENT
March 21, 2018

Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited.

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Zoetis Inc (ZTS-N)
March 21, 2018

Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited.

COMMENT
COMMENT
June 22, 2016

An animal health company that was spun out of Pfizer (PFE-N) in 2013. They have 2 lines of business. 1.) Vaccines and antibiotics for livestock including cattle, swine and poultry, in that order, for about 65% of their revenue. 2.) Antibiotics for companion animals. A great growth profile in emerging markets. Trading at about 25X PE this year, going down to about 20X with about 20% EPS growth. A well-run company. He could see more upside in this.

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Zoetis Inc (ZTS-N)
June 22, 2016

An animal health company that was spun out of Pfizer (PFE-N) in 2013. They have 2 lines of business. 1.) Vaccines and antibiotics for livestock including cattle, swine and poultry, in that order, for about 65% of their revenue. 2.) Antibiotics for companion animals. A great growth profile in emerging markets. Trading at about 25X PE this year, going down to about 20X with about 20% EPS growth. A well-run company. He could see more upside in this.

BUY
BUY
January 5, 2015

A very defensible business. Has pricing power on most of its drug portfolio. They have been under levered for a significant period of time.

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Zoetis Inc (ZTS-N)
January 5, 2015

A very defensible business. Has pricing power on most of its drug portfolio. They have been under levered for a significant period of time.

PAST TOP PICK
PAST TOP PICK
November 13, 2014

(Top Pick Oct 30/13, Up 34.92%) This is a spin off from Pfizer and focused on animals. Sales are growing at 3 times industry average because they dominate in market share. 1 of 3 FDA approved drugs are theirs. They are looking to increase their operating efficiencies.

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Zoetis Inc (ZTS-N)
November 13, 2014

(Top Pick Oct 30/13, Up 34.92%) This is a spin off from Pfizer and focused on animals. Sales are growing at 3 times industry average because they dominate in market share. 1 of 3 FDA approved drugs are theirs. They are looking to increase their operating efficiencies.

TOP PICK
TOP PICK
October 30, 2013

Largest animal healthcare company globally. There are opportunities with their ability to increase their animal companion ability where there is an increasing amount of emerging markets moving to a higher standard of living and higher adoption of companion animals. 0.81% dividend is paltry, but over the course of time he believes this can grow substantially. This has to do with their ability to double their free cash flow of $500 million to over $1 billion inside of 3 years. His target is $37 for 12 months.

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Zoetis Inc (ZTS-N)
October 30, 2013

Largest animal healthcare company globally. There are opportunities with their ability to increase their animal companion ability where there is an increasing amount of emerging markets moving to a higher standard of living and higher adoption of companion animals. 0.81% dividend is paltry, but over the course of time he believes this can grow substantially. This has to do with their ability to double their free cash flow of $500 million to over $1 billion inside of 3 years. His target is $37 for 12 months.

COMMENT
COMMENT
June 11, 2013

(Pfizer (PFE-N) offered to exchange shares for Zoetis (ZTS-N). What do you think? This is Pfizer’s animal nutrition business and they have been streamlining themselves and focusing on their core pharmaceuticals which is probably a positive for them. Doesn’t know too much about this company.

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Zoetis Inc (ZTS-N)
June 11, 2013

(Pfizer (PFE-N) offered to exchange shares for Zoetis (ZTS-N). What do you think? This is Pfizer’s animal nutrition business and they have been streamlining themselves and focusing on their core pharmaceuticals which is probably a positive for them. Doesn’t know too much about this company.

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