Zoetis Inc.

NYSE:ZTS 株式レポート

時価総額：US$33.4b

Zoetis 将来の成長

Future 基準チェック /26

Zoetis利益と収益がそれぞれ年間5.2%と4.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に53% 6.9%なると予測されています。

主要情報

5.2%

収益成長率

6.90%

EPS成長率

Pharmaceuticals 収益成長14.4%
収益成長率4.1%
将来の株主資本利益率53.01%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 09

Zoetis: Significant Patience Required

Summary Zoetis (ZTS) faces significant competitive and pricing headwinds, with shares down 37% YTD and trading at a five-year low. ZTS reported rare misses on both top and bottom lines, driven by US companion animal weakness, generics pressure, and reduced clinic visits. Guidance for 2026 remains intact, with revenue of $9.68–$9.96B and adjusted EPS of $6.85–$7.00, supported by upcoming product catalysts. I maintain a hold rating; ZTS trades at 12.5x forward earnings, and a 2.6% yield, but further downside is possible before a compelling entry emerges. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • Jun 30

Does Zoetis (NYSE:ZTS) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking Alpha • Dec 26

The Wall Street Journal Vs. Zoetis

Summary The Wall Street Journal released an article claiming that Zoetis' OA pain drug (Librela) is not safe. I go over these claims and explain why I believe they are unfounded. Librela might face a label change soon, but I don't think there's any reason to worry. I explain why. Read the full article on Seeking Alpha
Seeking Alpha • Dec 06

Zoetis: Are Competition And Price Increases A Cause For Concern?

Summary Zoetis is the market leader in a growing industry, and the numbers are starting to show its dominance. The company reported a very strong Q3 thanks to several growth drivers. Are competition and price increases a cause for concern? We discuss this in the article. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Zoetis: Healing Paws, Growing Profits

Summary Zoetis is active in multiple segments that are all expected to grow at a CAGR of 4% or more. The company has growing revenues, a strong balance sheet, a high FCF margin, and no major maturities. Librela, Solensia and Simparica Trio will drive the stock going forward. I estimate shares to be undervalued by approximately 16%. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

Zoetis: This Beautifully Boring, Slow-Growing Compounder Is A Buy

Summary Zoetis, a leading animal health company, has shown impressive growth with a 17.55% CAGR since its IPO, outperforming the S&P 500. The company benefits from increasing global pet ownership and spending, making its revenues less susceptible to economic downturns. Zoetis boasts a strong competitive moat with a diverse product portfolio, significant patent protection, and consistent R&D investment. Despite trading at a premium, Zoetis' stable growth, robust market position, and low-risk profile make it a compelling long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Oct 09

Zoetis: A Solid Choice For The Young Dividend Growth Investor

Summary Zoetis excels in innovation, creating new categories and consistently raising the standard of care, outperforming competitors with strong execution. Disciplined capital allocation is evident with strategic exits and reinvestments in high-return growth areas, ensuring sustained business growth. Their market leadership, potential growth opportunities, and dividend metrics make ZTS a suitable candidate for the young dividend growth investor. Based on DCF analysis, ZTS is currently reasonably priced for investors with a long time horizon. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Zoetis: Investing In Pet Health And Portfolio Wealth

Summary Zoetis, a leader in veterinary healthcare, has consistently outperformed the market with robust revenue growth and strong margins, even during industry challenges. The company’s innovation, focus on companion animals, and strategic divestitures position it well for continued growth, despite prior concerns over drug risks. With a modest dividend yield, Zoetis remains a solid investment for dividend growth, backed by a $6 billion buyback program and long-term market potential. Read the full article on Seeking Alpha
Seeking Alpha • Aug 13

Zoetis: Librela Sales Should Peak 200-300% Above Management's $1B Target

Summary Conservative estimates suggest Librela could easily reach management's $1 billion sales target without considering international markets or Solensia (its feline counterpart), which are included in management's target calculation. Current sales data and management commentary show rapid adoption and high customer satisfaction, with Librela alone already generating a $460 million annualized revenue run rate just one year after its U.S. launch. Librela's outperformance is likely to be a significant tailwind for Zoetis' stock price, given the market's sensitivity to news about the drug's performance. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ZTS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202810,6543,0513,2713,59114
12/31/202710,1842,9243,0863,42318
12/31/20269,7782,6942,5533,11718
3/31/20269,5312,6722,2372,790N/A
12/31/20259,4672,6732,2832,904N/A
9/30/20259,3752,6222,1392,844N/A
6/30/20259,3632,5832,1182,857N/A
3/31/20259,2642,4892,1802,873N/A
12/31/20249,2562,4862,2982,953N/A
9/30/20249,1522,4302,3082,945N/A
6/30/20248,9152,3442,1032,718N/A
3/31/20248,7342,3911,7502,399N/A
12/31/20238,5442,3441,6212,353N/A
9/30/20238,3712,2801,4922,197N/A
6/30/20238,2222,2131,2851,999N/A
3/31/20238,0942,0711,4582,152N/A
12/31/20228,0802,1141,3261,912N/A
9/30/20228,0072,0671,2671,850N/A
6/30/20227,9952,0901,4291,977N/A
3/31/20227,8912,0731,6072,122N/A
12/31/20217,7762,0371,7362,213N/A
9/30/20217,6161,9821,7912,252N/A
6/30/20217,4121,9091,7022,161N/A
3/31/20217,0121,7741,6822,118N/A
12/31/20206,6751,6381,6732,126N/A
9/30/20206,5421,6631,5231,990N/A
6/30/20206,3401,6171,4561,934N/A
3/31/20206,3391,6111,3231,814N/A
12/31/20196,2601,500N/A1,795N/A
9/30/20196,1501,461N/A1,797N/A
6/30/20196,0461,375N/A1,841N/A
3/31/20195,9141,388N/A1,790N/A
12/31/20185,8251,428N/A1,790N/A
9/30/20185,7211,164N/A1,814N/A
6/30/20185,5881,115N/A1,703N/A
3/31/20185,442978N/A1,616N/A
12/31/20175,307864N/A1,346N/A
10/1/20175,124937N/A1,024N/A
7/2/20175,018878N/A824N/A
4/2/20174,957855N/A781N/A
12/31/20164,888821N/A713N/A
10/2/20164,885689N/A705N/A
7/3/20164,858639N/A670N/A
4/3/20164,825378N/A655N/A
12/31/20154,765339N/A664N/A
9/27/20154,811443N/A773N/A
6/28/20154,807420N/A672N/A

アナリストによる今後の成長予測

収入対貯蓄率: ZTSの予測収益成長率 (年間5.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ZTSの収益 ( 5.2% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: ZTSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ZTSの収益 ( 4.1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: ZTSの収益 ( 4.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ZTSの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 53 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/21 14:11
終値2026/05/21 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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。40

アナリスト機関
Jasper HellwegArgus Research Company
Charles ButlerBarclays
Glen SantangeloBarclays