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NYSE:ZTS

Zoetis Inc (ZTS)

78.70
-0.01 (0.01%)
as of Jun 18, 2026, 11:45:32 pm Market Open.
106 watching
0
TOP PICK
Animal healthcare. Pets are really the growth area. Drugs come to market more easily. Livestock will have reasonable growth in 2023. Yield is 1.04%. (Analysts’ price target is $207.33)
TOP PICK
Spun out from Pfizer and is the largest animal health company in the U.S. Pet owners are spending a lot more money than they used to. Has two businesses, livestock and pet care where the real growth is. The industry doesn't have to contend with pricing pressures from insurance companies since most is paid out-of-pocket, although there is some increase in insurance coverage. Also drugs in the development stage come to market faster than in human trials. It has a great balance sheet with lots of cash flow. Buy 12, Hold 2, Sell 0. (Analysts’ price target is $220.58)
BUY
Energy and healthcare are her top two sectors. The larger pharmas are getting into pet healthcare. As people cut overall spending, they will still spend more on their pets.
BUY
It's down 40% YTD, but she likes its pricing power of 5%, great portfolio, revenues are growing, and boasts high-single digit earnings. Likes it long term.
TOP PICK
It is in the health care field for animals. $20 billion is spent for over -the-counter medicine and supplies for pets. There is no pricing pressure from insurance companies since most expenditures come from out-of-pocket. Also there are faster trial periods and they usually start from a human base. Great products coming. Has great cash flow, a strong balance sheet and very little debt. Buy 12 Hold 2 Sell 0 (Analysts’ price target is $223.50)
PAST TOP PICK
(A Top Pick Aug 12/21, Down 18%) Still likes it, likes the animal healthcare industry. Pet spending continues to grow and there's little competition in this space. It tends to trade at a valuation premium, but still overall attractive.
PAST TOP PICK
(A Top Pick Aug 19/21, Down 15%) Stopped out. Really great franchise in vet pharmaceuticals, which are growing quite quickly. Big pandemic pet boom came off the boil a bit, so he pivoted to biotech.
BUY
Had a good earnings report yesterday, narrowing the range for earnings and total revenue. Companion animal business is up 14% and they have many products in the pipeline.
BUY
Healthcare has done very well. She just added Zoetis, pet health. One in 5 households adopted a dog in the last 2 years during Covid. Zoetis has held up well relatively to the market.
BUY
Zoetis is new to him. They are in pet health across many species. He met management and was impressed. Pets are recession-proof sector. Americans own 110 million cats--who knew? Fascinating company.
WAIT
Regarding the price to sales part of the question he feels this metric is controversial as it is hard to determine whether the price is too high or too low. It is a very good company and he bought the IPO spin-off from Pfizer. It is in animal health and there are concerns over its valuation. Many similar companies in human health trade at lower valuations and are growing nicely. It has outperformed for a long time so it may be ready for a break. Wait and watch for people to gravitate to animal health.
TOP PICK
Livestock segment has been challenged the last 2 years, but it's a consistent business over time. Pet side has grown incredibly. Great backlog of drugs, which can come to market faster than drugs for humans. With the pullback, good time to buy. Yield is 0.80%. (Analysts’ price target is $235.45)
PAST TOP PICK
(A Top Pick May 18/21, Down 1%) Continues to like it and will buy at these levels. Pets are almost 60% of their business and growing nicely. Pet owners are getting younger, who spend more on their pets. Also, pets are aging and so require medications which benefits ZTS. Pet spending endures during recessions, too. But the stock got ahead of itself and has fallen back now. Earnings are good, but the company reduced guidance. Revenue growth remains 9-10% and EPS 10-13%, which she believes in.
BUY
They report Thursday and he expects consistent, strong numbers. It's very well run.
TOP PICK
Livestock growth is slow but consistent. Pet business has shown exponential growth. Few generic pet drugs, plus drugs get to market faster. Once pets becomes a member of your family, owners can't stop spending money on them. Yield is 0.69%. (Analysts’ price target is $245.73)
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