Zoetis Inc

ZTS-N

NYSE:ZTS

121.72
1.61 (1.34%)
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
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.

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.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$47.330
Owned
No
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.

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.

Peter Mann
Portfolio Manager, Gluskin Scheff & Assoc.
Price
$43.050
Owned
Yes
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.

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.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$43.240
Owned
Yes
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.

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.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$32.060
Owned
Yes
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.

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.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$31.700
Owned
No
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