Zoetis Inc.

NYSE:ZTS 주식 리포트

시가총액: US$33.4b

Zoetis 향후 성장

Future 기준 점검 2/6

Zoetis (는) 각각 연간 5.2% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 53% 로 예상됩니다.

핵심 정보

5.2%

이익 성장률

6.90%

EPS 성장률

Pharmaceuticals 이익 성장14.4%
매출 성장률4.1%
향후 자기자본이익률53.01%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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
Seeking Alpha • Aug 07

Zoetis Q2 Earnings: Harvesting From DTC (Rating Upgrade)

Summary Zoetis stock price increased by 8.6% since last publication, underperforming S&P 500 index. Company raised full-year guidance, expecting double-digit growth, driven by DTC strategy and new products. Upgraded rating to 'Buy' with $210 target price per share, expecting revenue growth and margin expansion. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:ZTS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: ZTS 의 연간 예상 수익 증가율(5.2%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ZTS 의 연간 수익(5.2%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ZTS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ZTS 의 수익(연간 4.1%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ZTS 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ZTS의 자본 수익률은 3년 후 53%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 23:29
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Zoetis Inc.는 40명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jasper HellwegArgus Research Company
Charles ButlerBarclays
Glen SantangeloBarclays