Zoetis（ZTS）株式概要
ゾエティス・インク（Zoetis Inc.）は、医薬品、ワクチン、診断製品およびサービス、バイオデバイス、遺伝子検査、精密動物健康ソリューションの発見、開発、製造、商業化に従事し、米国内外の動物健康産業に貢献している。 詳細
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Zoetis Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$76.20 |
| 52週高値 | US$160.48 |
| 52週安値 | US$71.47 |
| ベータ | 0.75 |
| 1ヶ月の変化 | -3.19% |
| 3ヶ月変化 | -35.52% |
| 1年変化 | -48.29% |
| 3年間の変化 | -58.94% |
| 5年間の変化 | -62.06% |
| IPOからの変化 | 145.73% |
最新ニュース
Recent updates
Seeking Alpha • Jul 14
Zoetis: Buy When There Is Blood In The Streets
Summary Zoetis has long been viewed as a high-quality compounder. However, after reaching an all-time high of $249.27 in December 2021, the stock is now caught in a ~70% drawdown. This can be primarily attributed to the dismal performance of the company's crown jewel asset, namely the U.S. companion animal business. After delivering an impressive 25% organic growth during the full year of 2021, the U.S. companion animal business reported dismal performance in Q1-26, with an organic decline of 11%. In addition to the declining health of the average U.S. consumer, management noted heightened competitive pressure from the introduction of both new products and generics. Zoetis is now trading at a free cash flow yield of ~7.3%, which is by far the highest since the company's IPO in February 2013. Organic growth for the full year of 2026 is now expected between 2.0% and 5.0%. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 08
ZTS: Depressed Sentiment Will Set Up Long-Term Premium Portfolio Recovery
The analyst price target for Zoetis has been revised down from about $184 to $160. This reflects lower modeled revenue growth, a slightly higher discount rate, and reduced future P/E assumptions, which are partly tied to recent sector wide target cuts and concerns around key products and consumer trade down.
ナラティブ更新 • Jun 24
ZTS: Future Pipeline And New Therapies Will Restore Confidence
Zoetis' analyst-derived fair value has been reset from $127.00 to $90.00 as analysts factor in weaker growth assumptions, a lower future P/E, and softer margin expectations following recent price target cuts and downgrades tied to investor confidence and competitive pressures. Analyst Commentary Recent research on Zoetis points to a more cautious mood, with several bearish analysts focusing on valuation pressure, softer execution and questions around the strength of future growth.分析記事 • Jun 20
Zoetis (ZTS) Stock Could Be 15.3% Undervalued After Class Action Lawsuits
Zoetis (ZTS) is back in focus after a series of securities class action lawsuits accused the company of misleading investors about weakening demand, safety concerns, and market share losses in its key companion animal products. See our latest analysis for Zoetis. At a share price of $78.71, Zoetis has seen pressure build over the past few months, with a 90 day share price return that declined 31.95% and a 1 year total shareholder return that declined 49.14%. Repeated class action...
ナラティブ更新 • Jun 10
ZTS: Premium Pet Health Portfolio Will Support Post Selloff Earnings Reset
Analysts have trimmed Zoetis' average price target by roughly $30 to $40 to around the low $100s. This reflects recent target cuts from firms citing softer Q1 results, intensifying competition, and a sharp pullback in the stock that has weighed on investor confidence.ナラティブ更新 • May 26
ZTS: Premium Pet Health Portfolio Will Support Reset Earnings Path Forward
Zoetis' analyst fair value estimate has been reset from $151.00 to about $124.59 as analysts trim price targets after a difficult Q1, rising competitive pressures, and signs that premium pricing is meeting more cautious consumer demand, despite longer term guidance implying improvement. Analyst Commentary Recent research points to a reset in expectations for Zoetis, with target prices broadly trimmed as analysts rework their models around the latest Q1 update, rising competition, and more cautious consumer behavior toward premium products.
新しいナラティブ • May 26
Zoetis down -50% over the past year
World's leading animal pharma company at 13x PE with 9% EPS growth Occasionally something crosses my eye which screens well, but after some work is done it isn’t interesting enough to warrant writing about it as a paid article. Zoetis is one such stock.ナラティブ更新 • May 03
ZTS: Share Repurchases And Capital Discipline Will Support Medium-Term Upside
Analysts have modestly trimmed their Zoetis fair value estimate by about $3 to $184, reflecting mixed updates to revenue growth, margins, and long term P/E assumptions after recent shifts in price targets and ratings across the Street. Analyst Commentary Recent research updates on Zoetis reflect a mix of reduced price targets, a downgrade on growth concerns, and fresh bullish coverage.ナラティブ更新 • Apr 19
ZTS: Fair View Weighs Organic Growth Concerns Against Pipeline Execution Risk
Analysts have trimmed the Zoetis fair value estimate by $3 to $127, reflecting a mix of cautious views around organic growth and slightly adjusted assumptions for future P/E, revenue growth, and profitability, even as some firms maintain a bullish stance on the stock. Analyst Commentary Recent Street research around Zoetis shows a split tape, with several bearish analysts focusing on weaker organic growth trends and execution risk, even as others remain constructive on the long term story.ナラティブ更新 • Apr 04
ZTS: Share Repurchases And Execution Recovery Will Support Medium-Term Upside
Analyst targets on Zoetis have shifted modestly, with a small net reduction in the Street price target in dollar terms as some analysts cite concerns about organic growth and an innovation "air pocket," even as others make minor upward adjustments. Analyst Commentary Recent Street research on Zoetis reflects a split view, with some analysts emphasizing concerns around organic growth and an innovation air pocket, while others are adjusting targets in a more constructive way.ナラティブ更新 • Mar 21
ZTS: Future OA Pain Launch And Buybacks Will Support Medium-Term Upside
Narrative Update The updated analyst price target for Zoetis moves from about $197.51 to $187.59, reflecting analysts' mixed views. Some cite softer organic growth and an innovation "air pocket," while others make smaller price target adjustments.ナラティブ更新 • Mar 06
ZTS: Fair View Balances Growth Concerns With Innovation Air Pocket Risk
Zoetis's analyst price target holds steady at $130, as analysts balance concerns about organic growth and an innovation "air pocket" with stable margin expectations and a lower future P/E assumption. Analyst Commentary Recent Street research on Zoetis points to a more cautious tone, with several bearish analysts questioning the near term growth setup and how that lines up with the current valuation.ナラティブ更新 • Feb 20
ZTS: Future Pet Osteoarthritis Pipeline Will Support Premium Multiple Potential
Zoetis' analyst fair value estimate has been reset from $158.22 to $151.00, as analysts balance recent price target changes and a slightly lower assumed future P/E multiple against broadly steady growth and margin assumptions. Analyst Commentary Recent Street research on Zoetis points to a mixed setup, with some analysts seeing support for the current valuation and others focusing on execution risk and the product pipeline.ナラティブ更新 • Feb 06
ZTS: Future OA Pain Launch Execution Will Drive Medium-Term Upside Potential
Analysts have trimmed their Zoetis fair value estimate from about US$200 to roughly US$197.51. This reflects recent price target cuts and more cautious views around product launch headwinds and competition, even as they still see solid margins and a premium P/E as part of the story.ナラティブ更新 • Jan 22
ZTS: Fair Outlook Balances OA Pain Headwinds With New Antibody Approvals
Narrative update on Zoetis The analyst fair value estimate for Zoetis has been reset from US$153 to US$130 as analysts factor in slower expected revenue growth, a slightly higher discount rate, lower assumed future P/E multiples, and ongoing competitive and product launch headwinds highlighted in recent research. Analyst Commentary Recent research on Zoetis has tilted more cautious, with several bearish analysts resetting expectations around growth, execution, and what investors are willing to pay for the stock.ナラティブ更新 • Jan 08
ZTS: Future Product Launches Will Offset Current Competition Pressures
Analysts have trimmed their price targets on Zoetis, reflecting a fair value move from about $170 to $158 as they factor in product launch headwinds, tougher competition in key franchises, and more cautious revenue expectations for 2025 and 2026. Analyst Commentary Recent Street research reflects a mixed but more cautious stance on Zoetis, with several firms trimming price targets and reassessing growth and competitive risks over the next few years.ナラティブ更新 • Dec 15
ZTS: Execution In Animal Health Leadership Will Drive Medium-Term Upside Potential
Analysts have cut their fair value estimate for Zoetis by about $30,000,000,000 to roughly $200,000,000,000, reflecting expectations for slower mid decade revenue growth, modestly lower margins, and a less generous future earnings multiple amid increasing competitive and product launch headwinds. Analyst Commentary Recent Street research reflects a more balanced stance on Zoetis, with fair value expectations reset lower but many firms still highlighting the company as a structural leader in animal health.ナラティブ更新 • Nov 30
ZTS: Earnings Will Recover As Competition Pressures Recent Product Launches
Zoetis's fair value target experienced a modest reduction to $169.96. Analysts highlighted competitive pressures and headwinds from recent product launches as key drivers for the change.ナラティブ更新 • Nov 16
ZTS: Earnings Will Rebound As Volume Pressures Ease In 2026
Zoetis' analyst price target has been reduced from approximately $188 to $171 per share, as analysts cite tempered growth expectations and revised financial assumptions following recent quarterly updates. Analyst Commentary Following Zoetis' latest quarterly updates and subsequent guidance revision, analysts have updated their perspectives on the company's outlook.ナラティブ更新 • Nov 01
ZTS: Global Demand Trends Will Drive Earnings Consistency In Coming Quarters
Narrative Update: Zoetis Analyst Price Target Adjustment Analysts have modestly decreased their price target for Zoetis from $165 to $158, citing a more cautious outlook ahead of upcoming results. Analyst Commentary Analyst perspectives on Zoetis highlight both optimism regarding the company’s long-term fundamentals as well as heightened caution leading into upcoming earnings releases.ナラティブ更新 • Oct 18
Companion Animal And Livestock Demand Will Unlock Future Opportunities
Analysts have slightly lowered their price target for Zoetis from $189.22 to $188.83, citing modest revisions to revenue growth estimates. They also noted a marginal increase in expected profit margins.ナラティブ更新 • Oct 04
Companion Animal And Livestock Demand Will Unlock Future Opportunities
Analysts have slightly lowered their price target for Zoetis from $190.29 to $189.22, citing marginally softer revenue growth and profit margin expectations. What's in the News Zoetis received conditional FDA approval for Dectomax-CA1, the first and only injectable for preventing and treating infestations caused by New World screwworm larvae in cattle.Seeking Alpha • Mar 25
Zoetis: Lots Of Growth Opportunities For This High-Quality Compounder
Summary Zoetis is currently cheap from a historical perspective, presenting a potential buying opportunity. The company operates in a growing animal healthcare market, benefiting from trends like pet humanization and medicalization, ensuring long-term growth. ZTS has a strong track record of market outperformance, impressive margins, and a high ROIC, making it a high-quality company. Despite the disappointing guidance for FY 2025 and the threat of possible competition, there are still plenty of growth opportunities in existing and untapped markets. Based on the earnings growth model, ZTS looks reasonably priced. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Zoetis: Focusing On The High Margin Segments
Summary The recent divestiture of the MFA segment improves margins and returns on capital. Zoetis is focusing on more profitable segments like genetics and companion animals. The recently updated Librela label includes adverse effects and urges practitioners to discuss potential adverse reactions with clients. I rate Zoetis as a buy, expecting a 10.3% investment rate of return, but I favor IDEXX for my portfolio. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Zoetis: In-Line Q4 Earnings And Weak Guidance Present A Buying Opportunity
Summary Zoetis' Q4 earnings met expectations, but the stock fell due to slowing growth and cautious 2025 guidance, presenting a buying opportunity around $163/share. Zoetis' unique advantages and pricing power in animal health, coupled with high R&D investment and a wide moat, make it a strong long-term play on emerging market growth. Despite regulatory risks and currency headwinds, Zoetis' dependable earnings and high operating margins justify a 12-month price target of $200/share. The company's diversified product portfolio and international presence position it well for sustained growth, particularly in the expanding pet care market. Read the full article on Seeking Alpha株主還元
| ZTS | US Pharmaceuticals | US 市場 | |
|---|---|---|---|
| 7D | 1.1% | -1.9% | -1.4% |
| 1Y | -48.3% | 43.9% | 17.1% |
業界別リターン: ZTS過去 1 年間で43.9 % の収益を上げたUS Pharmaceuticals業界を下回りました。
リターン対市場: ZTSは、過去 1 年間で17.1 % のリターンを上げたUS市場を下回りました。
価格変動
| ZTS volatility | |
|---|---|
| ZTS Average Weekly Movement | 7.6% |
| Pharmaceuticals Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ZTS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ZTSの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 14,500 | Kristin Peck | www.zoetis.com |
ゾエティス・インク（Zoetis Inc.）は、医薬品、ワクチン、診断用製品およびサービス、バイオデバイス、遺伝子検査、精密動物医療ソリューションの発見、開発、製造、商業化に従事し、米国内外の動物医療業界向けに事業を展開している。主に犬、猫、馬などのコンパニオンアニマルや、牛、豚、鶏、魚、羊などの家畜を含む動物種の製品を販売している。また、寄生虫駆除剤、ワクチン、皮膚科学、抗感染症剤、鎮痛・鎮静剤、その他の医薬品、動物健康診断薬も提供している。さらに、POC（ポイント・オブ・ケア）診断製品、機器・試薬、迅速免疫測定検査、標準検査キット・サービス、血糖値モニターなどの動物用健康診断薬、栄養剤、バイオデバイス、遺伝子検査、精密動物用健康機器などの非医薬品も提供している。製品は獣医師、畜産家、ペットオーナー向けに販売している。同社はBlacksmith Medicines, Inc.と提携し、動物の健康のための新規抗生物質の発見と開発を行っている。ゾエティス・インクは2012年に法人化され、ニュージャージー州パーシパニーに本社を置いている。
Zoetis Inc. 基礎のまとめ
| ZTS 基礎統計学 | |
|---|---|
| 時価総額 | US$32.10b |
| 収益（TTM） | US$2.67b |
| 売上高(TTM) | US$9.53b |
12.0x
PER（株価収益率3.4x
P/SレシオZTS は割高か？
公正価値と評価分析を参照収益と収入
| ZTS 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.53b |
| 売上原価 | US$2.68b |
| 売上総利益 | US$6.85b |
| その他の費用 | US$4.18b |
| 収益 | US$2.67b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 06, 2026
| 一株当たり利益（EPS） | 6.37 |
| グロス・マージン | 71.84% |
| 純利益率 | 28.03% |
| 有利子負債／自己資本比率 | 280.3% |
ZTS の長期的なパフォーマンスは？
過去の実績と比較を見る| Zoetis 配当日 | |
|---|---|
| 配当落ち日 | Jul 20 2026 |
| 配当支払日 | Sep 01 2026 |
| 配当落ちまでの日数 | 2 days |
| 配当支払日までの日数 | 41 days |
ZTS 配当は確実ですか？
ZTS 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/20 13:29 |
| 終値 | 2026/07/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Zoetis Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Charles Butler | Barclays |
| Glen Santangelo | Barclays |