Zoetis Inc. (ZTS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Zoetis Inc. (ZTS) trades at $74.80 with AI Score 84/100 (Grade A+). Zoetis Inc. is a global animal health company that discovers, develops, manufactures, and commercializes a diverse portfolio of veterinary medicines and vaccines. Market cap: $31.36B, Sector: Healthcare.
Price live · AI analysis from May 5, 2026ZTS stock analysis for 2026: Analysts have set a consensus price target of $143.67 for Zoetis Inc., suggesting 92.1% upside from the current price of $74.80. The AI MoonshotScore is 84/100, indicating a strong bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
ZTS: 5/7 perspectives are bullish. Dominant signal: Gross Margin strong.
How is this calculated? →Zoetis Inc. (ZTS) Healthcare & Pipeline Overview
Zoetis Inc. (ZTS) is a leading animal health company providing medicines, vaccines, and diagnostics for livestock and companion animals. With a strong global presence and a focus on innovation, Zoetis serves veterinarians, livestock producers, and retail outlets, contributing to animal health and food safety worldwide. The company boasts a 70.5% gross margin.
What Is the Investment Thesis for ZTS?
Zoetis Inc. presents a notable research candidate due to its leading position in the growing animal health market. The company's diverse portfolio of products and services, catering to both livestock and companion animals, provides a stable revenue base. With a market capitalization of $31.36B and a healthy profit margin of 28.2%, Zoetis demonstrates financial strength. Key growth catalysts include the increasing demand for animal protein, the rising pet ownership globally, and the expansion of its diagnostic offerings. The company's commitment to innovation and strategic acquisitions further strengthens its competitive advantage. However, investors should be aware of potential risks, such as regulatory changes and competition from other animal health companies. The company's beta of 0.97 indicates lower volatility than the overall market. The dividend yield of 1.83% provides an additional return for investors.
Based on FMP financials and quantitative analysis
ZTS Key Highlights
- Market capitalization of $31.36B reflects Zoetis's strong market position in the animal health industry.
- P/E ratio of 11.9 suggests a reasonable valuation compared to its earnings.
- Profit margin of 28.2% indicates efficient operations and strong profitability.
- Gross margin of 70.5% demonstrates the company's ability to maintain high pricing power and manage costs effectively.
- Dividend yield of 1.83% provides a steady income stream for investors.
Who Are ZTS's Competitors?
ZTS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ELV Elevance Health Inc. | $417.89 | +0.41% | $90.75B | 86 |
| CI Cigna Corporation | $287.77 | +3.86% | $76.12B | 79 |
| REGN Regeneron Pharmaceuticals, Inc. | $654.27 | +4.73% | $67.40B | 90 |
| COR Cencora, Inc. | $296.51 | +2.80% | $57.69B | 74 |
| TAK Takeda Pharmaceutical Company Limited | $16.77 | +5.14% | $52.99B | 56 |
| ALVO Alvotech | $3.61 | +0.84% | $1.22B | 69 |
| KIN Kindred Biosciences, Inc. | $9.25 | +0.11% | 68 | |
| AERI Aerie Pharmaceuticals, Inc. | $15.25 | +0.00% | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ZTS's Key Strengths?
- Leading market position in the animal health industry.
- Diverse product portfolio catering to both livestock and companion animals.
- Global reach and distribution network.
- Strong financial performance and profitability.
What Are ZTS's Weaknesses?
- Dependence on regulatory approvals for new products.
- Exposure to currency fluctuations.
- Potential for product liability claims.
- Vulnerability to economic downturns affecting animal health spending.
What Could Drive ZTS Stock Higher?
- Potential regulatory approvals for new animal health products in key markets.
- Increasing demand for animal protein and rising pet ownership driving market growth.
- Expansion of Zoetis's diagnostic offerings and services.
- Strategic acquisitions and partnerships to expand product portfolio and geographic reach.
What Are the Key Risks for ZTS?
- Changes in government regulations affecting animal health products.
- Outbreaks of animal diseases impacting demand for vaccines and therapeutics.
- Competition from other animal health companies.
- Economic downturns affecting animal health spending.
- Product liability claims and recalls.
What Are the Growth Opportunities for ZTS?
- Expansion of Companion Animal Products: The increasing pet ownership globally, particularly in emerging markets, presents a significant growth opportunity for Zoetis. The company can capitalize on this trend by expanding its portfolio of companion animal products, including vaccines, parasiticides, and other pharmaceutical products. The global companion animal health market is estimated to reach $30 billion by 2028, growing at a CAGR of 6.5%. Zoetis can leverage its strong brand reputation and distribution network to capture a larger share of this market.
- Growth in Emerging Markets: Emerging markets, such as China, India, and Brazil, offer significant growth potential for Zoetis. The increasing demand for animal protein in these markets is driving the growth of the livestock industry, creating a need for animal health products. Zoetis can expand its presence in these markets through strategic partnerships, acquisitions, and the introduction of new products tailored to local needs. The animal health market in emerging markets is expected to grow at a faster rate than in developed markets.
- Development of New Vaccines and Therapeutics: Zoetis's commitment to research and development allows it to develop new and improved vaccines and therapeutics for both livestock and companion animals. The company can focus on developing products that address unmet needs, such as vaccines for emerging diseases and therapeutics for chronic conditions. The global animal vaccine market is estimated to reach $10 billion by 2027, growing at a CAGR of 7.2%.
- Expansion of Diagnostic Offerings: The increasing focus on preventive care and early disease detection is driving the growth of the animal diagnostics market. Zoetis can expand its diagnostic offerings by developing new and improved diagnostic tests and services for both livestock and companion animals. The global animal diagnostics market is estimated to reach $5 billion by 2026, growing at a CAGR of 8.5%. Zoetis can leverage its expertise in animal health to develop innovative diagnostic solutions that meet the needs of veterinarians and livestock producers.
- Strategic Acquisitions and Partnerships: Zoetis can continue to grow through strategic acquisitions and partnerships. The company can acquire companies with complementary products or technologies, expanding its product portfolio and geographic reach. It can also partner with other companies to develop and commercialize new products. Strategic acquisitions and partnerships can help Zoetis accelerate its growth and maintain its competitive advantage.
What Opportunities Does ZTS Have?
- Expanding presence in emerging markets.
- Developing new vaccines and therapeutics.
- Expanding diagnostic offerings.
- Acquiring complementary businesses.
What Threats Does ZTS Face?
- Competition from other animal health companies.
- Changes in government regulations.
- Outbreaks of animal diseases.
- Economic downturns affecting animal health spending.
What Are ZTS's Competitive Advantages?
- Strong brand reputation and customer loyalty.
- Diverse product portfolio catering to both livestock and companion animals.
- Global reach and distribution network.
- Commitment to research and development and innovation.
- Regulatory expertise and compliance.
What Does ZTS Do?
Zoetis Inc., founded in 1952 and headquartered in Parsippany, New Jersey, is a global leader in the discovery, development, manufacture, and commercialization of animal health medicines, vaccines, and diagnostic products. Originally a part of Pfizer's animal health division, Zoetis became an independent publicly traded company in 2013. The company's diverse portfolio caters to both livestock and companion animals, addressing a wide range of health needs. For livestock, Zoetis offers products for cattle, swine, poultry, fish, and sheep, focusing on disease prevention and treatment to improve productivity and food safety. For companion animals, including dogs, cats, and horses, the company provides solutions for preventing and treating diseases, managing pain, and improving overall well-being. Zoetis's product offerings include vaccines, anti-infectives, parasiticides, and other pharmaceutical products, such as pain and sedation medications, dermatology products, and medicated feed additives. The company also provides diagnostic products and services, including portable blood and urine analysis testing, rapid immunoassay tests, and reference laboratory services. Zoetis markets its products globally through a network of sales representatives, technical specialists, veterinary operations specialists, and third-party distributors, serving veterinarians, livestock producers, and retail outlets. With a strong focus on innovation and a commitment to animal health, Zoetis continues to expand its product portfolio and geographic reach, solidifying its position as a leading player in the animal health industry.
What Products and Services Does ZTS Offer?
- Discovers and develops animal health medicines and vaccines.
- Manufactures and commercializes animal health products globally.
- Offers products for livestock, including cattle, swine, poultry, fish, and sheep.
- Provides solutions for companion animals, such as dogs, cats, and horses.
- Offers vaccines, anti-infectives, and parasiticides.
- Provides diagnostic products and services, including blood and urine analysis testing.
- Markets products to veterinarians, livestock producers, and retail outlets.
How Does ZTS Make Money?
- Develops and manufactures animal health products.
- Sells products through sales representatives, distributors, and retail outlets.
- Generates revenue from the sale of medicines, vaccines, and diagnostic products.
- Invests in research and development to create new products and improve existing ones.
What Industry Does ZTS Operate In?
Zoetis operates in the global animal health market, which is experiencing steady growth driven by factors such as the increasing demand for animal protein, the rising pet ownership, and the growing awareness of animal health and welfare. The market is competitive, with several major players, including ELV: Elevance Health Inc., CI: Cigna Corporation, and REGN: Regeneron Pharmaceuticals, Inc.. Zoetis differentiates itself through its diverse product portfolio, global reach, and strong focus on innovation. The company's commitment to research and development allows it to introduce new and improved products, maintaining its competitive edge. The animal health market is expected to continue growing in the coming years, driven by the factors mentioned above, as well as the increasing prevalence of animal diseases and the growing demand for preventive care.
Who Are ZTS's Key Customers?
- Veterinarians who use Zoetis products to treat and prevent diseases in animals.
- Livestock producers who use Zoetis products to improve the health and productivity of their animals.
- Pet owners who purchase Zoetis products to care for their companion animals.
- Retail outlets that sell Zoetis products to consumers.
Net buyingInsider Activity
Over the past six months, Zoetis Inc. insiders filed 22 SEC Form 4 transactions — 6 sales and 16 purchases. On net that is roughly 16K shares acquired (about $878K) — insiders putting money in tends to read as conviction.
ZTS Valuation & Market Position
With a $31.36B market cap, Zoetis Inc. sits in the large-cap segment of the market. Relative to its peer group, ZTS's quantitative score of 84/100 is roughly in line with the peer average of 77/100.
ROE 62%Key Financial Metrics
Return on equity for Zoetis Inc. stands at 62.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 17.4%, showing how much profit it generates from its asset base. ZTS trades at a trailing price-to-earnings ratio of 11.95, below the Healthcare sector average of ~23x. Its free cash flow yield is 6.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.15 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 8.4%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Zoetis Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.64 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Zoetis Inc. revenue of about $9.75B for fiscal 2026, with EPS near $6.89. The estimate reflects 14 contributing analysts.
Company Profile
Zoetis Inc. operates in the Drug Manufacturers - General industry within the Healthcare sector. It is headquartered in Parsippany, US. The company is led by CEO Kristin C. Peck. ZTS has traded publicly since 2013.
ZTS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Zoetis has seen increased insider buying recently, signaling confidence from leadership in the company's future performance.
- Community sentiment has turned more positive as discussions around animal health trends and increased pet ownership gain traction.
- Recent product launches have been well-received, enhancing Zoetis' reputation as a leader in veterinary medicine.
- The company's strong position in the livestock sector is bolstered by rising global demand for protein, suggesting long-term growth potential.
Bear Case
- Concerns over regulatory changes in the veterinary market have surfaced, potentially impacting Zoetis' operations.
- Some community members express skepticism about the sustainability of growth in pet care segments amidst economic uncertainty.
- Recent discussions highlight competitive pressures from emerging biotech firms, which could affect market share.
- Supply chain challenges have been noted, raising questions about Zoetis' ability to meet increasing demand efficiently.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
From the Earnings Call
“Our key dermatology franchise grew 6% operationally for the year with strong international contributions, reflecting the durability of the category we built.”
— Kristin Peck
“Companion animal diagnostics delivered broad-based 13% operational revenue growth for the year, even with ongoing pressure on clinic visits.”
— Kristin Peck
ZTS Q4 FY2025 earnings call transcript · 2026-02-12
ZTS Latest News
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ZTS DEADLINE ALERT: ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Zoetis Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – ZTS
globenewswire.com · Jul 4, 2026
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ZTS DEADLINE NOTICE: ROSEN, A LONGSTANDING LAW FIRM, Encourages Zoetis Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - ZTS
newsfilecorp.com · Jul 4, 2026
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ZTS IMPORTANT DEADLINE: ROSEN, A LEADING LAW FIRM, Encourages Zoetis Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - ZTS
newsfilecorp.com · Jul 3, 2026
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Zoetis Inc. (ZTS) Investors: July 27, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLP
globenewswire.com · Jul 3, 2026
ZTS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ZTS.
Price Targets
Consensus target: $143.67
ZTS MoonshotScore
What does this score mean?
The MoonshotScore rates ZTS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
ZTS DEADLINE ALERT: ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Zoetis Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – ZTS
ZTS DEADLINE NOTICE: ROSEN, A LONGSTANDING LAW FIRM, Encourages Zoetis Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - ZTS
ZTS IMPORTANT DEADLINE: ROSEN, A LEADING LAW FIRM, Encourages Zoetis Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - ZTS
Zoetis Inc. (ZTS) Investors: July 27, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLP
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2 min readLeadership: Kristin C. Peck
Chief Executive Officer
Kristin C. Peck has served as the Chief Executive Officer of Zoetis since January 1, 2020. Prior to this role, she held various leadership positions within the company, including Executive Vice President and Group President, U.S. Operations, and Executive Vice President, Global Innovation, Product Development and Commercial Development. Before joining Zoetis, Ms. Peck worked at Pfizer in several roles, including Executive Vice President, Worldwide Business Development and Innovation. She holds a Bachelor of Science degree from Georgetown University and an MBA from Columbia Business School.
Track Record: Under Kristin Peck's leadership, Zoetis has continued to strengthen its position as a leading animal health company. She has overseen the successful launch of new products, expanded the company's presence in emerging markets, and driven innovation in animal health. During her tenure, Zoetis has consistently delivered strong financial results and created value for shareholders. She has also focused on sustainability and corporate social responsibility, aligning the company's business practices with its values.
Zoetis Inc. Healthcare Stock: Key Questions Answered
What does Zoetis Inc. do?
Zoetis Inc. is a global animal health company that discovers, develops, manufactures, and commercializes a wide range of veterinary medicines, vaccines, and diagnostic products. The company's products are used by veterinarians, livestock producers, and pet owners to prevent and treat diseases in animals, improve animal health and welfare, and enhance the productivity of livestock. Zoetis operates in two main segments: livestock and companion animals, offering solutions for a variety of species, including cattle, swine, poultry, dogs, cats, and horses. With a strong global presence and a commitment to innovation, Zoetis is a leading player in the animal health industry.
What do analysts say about ZTS stock?
Analyst consensus on Zoetis Inc. (ZTS) is generally positive, reflecting the company's strong market position, consistent financial performance, and growth prospects. Key valuation metrics, such as the P/E ratio of 11.9, suggest a reasonable valuation compared to its earnings. Analysts often highlight the company's diverse product portfolio, global reach, and commitment to innovation as key drivers of future growth. However, some analysts also caution about potential risks, such as regulatory changes, competition, and economic downturns. Overall, analyst ratings tend to be neutral, with expectations of continued growth and profitability for Zoetis.
What are the main risks for ZTS?
Zoetis Inc. faces several risks, including regulatory changes, competition, outbreaks of animal diseases, and economic downturns. Changes in government regulations regarding animal health products could impact the company's ability to market and sell its products. Competition from other animal health companies could put pressure on prices and market share. Outbreaks of animal diseases could disrupt the supply chain and reduce demand for vaccines and therapeutics. Economic downturns could affect animal health spending, as livestock producers and pet owners may reduce their spending on animal care. Additionally, Zoetis faces the risk of product liability claims and recalls, which could damage its reputation and financial performance.
What are the key factors to evaluate for ZTS?
Zoetis Inc. (ZTS) holds an AI score of 84/100 (high). P/E: 11.9x vs the S&P 500's ~20-25x. Analysts target $143.67 (+92%). Not financial advice.
How frequently does ZTS data refresh on this page?
ZTS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ZTS's recent stock price performance?
Zoetis Inc. (ZTS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading market position in the animal health industry. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ZTS overvalued or undervalued right now?
Zoetis Inc. (ZTS) trades at 11.9x earnings. Analysts target $143.67 (+92%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ZTS?
Before investing in Zoetis Inc. (ZTS), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on publicly available sources and may be subject to change.
- Financial data is as of 2026-05-05.