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ZTS logo

Zoetis Inc. Stock Price

NYSE:ZTS Community·US$30.2b Market Cap
  • 6 Narratives written by author
  • 1 Comments on narratives written by author
  • 305 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ZTS Share Price Performance

US$72.97
-73.28 (-50.11%)
​
US$114.76
Fair Value
US$72.97
-73.28 (-50.11%)
36.4% undervalued intrinsic discount
US$114.76
Fair Value
Price US$72.97
AnalystConsensusTarget US$114.76
ValueInvestingSubstack US$92.92
AnalystHighTarget US$134.82
Wed, 22 Jul 26
Fair ValueUS$114.76
Share Pricen/a

ZTS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$114.76 36.4% undervalued intrinsic discount

ZTS: Global Demand Trends Will Drive Earnings Consistency In Coming Quarters

5users have liked this narrative
0users have commented on this narrative
110users have followed this narrative
VA
ValueInvestingSubstack
ValueInvestingSubstack's
Fair Value
·
Fair Value US$92.92 21.5% undervalued intrinsic discount

Zoetis down -50% over the past year

10users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$134.82 45.9% undervalued intrinsic discount

Simparica Trio And Global Animal Demand Will Transform Markets

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
ZTS logo
Zoetis
20.1% undervalued intrinsic discount

Decision Making Under Ambiguity – A Case Study on Expectations Investing

View narrative
HA
HarishPK
Emerging Author
HarishPK
Published 30 Aug
Read Narrative
ZTS logo
Zoetis
21.5% undervalued intrinsic discount

Zoetis down -50% over the past year

View narrative
VA
ValueInvestingSubstack
ValueInvestingSubstack
Published 26 May
Read Narrative
ZTS logo
Zoetis
16.0% undervalued intrinsic discount

Wall Street Shock vs. Clinical Ground Truth — Is Zoetis a Value Trap or a Generational Mispricing?

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AN
AnimalDoctorKwon
Emerging Author
AnimalDoctorKwon
Published 20 Jul
Read Narrative
ZTS logo
Zoetis
45.9% undervalued intrinsic discount

Simparica Trio And Global Animal Demand Will Transform Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
Read Narrative
ZTS logo
Zoetis
36.4% undervalued intrinsic discount

ZTS: Global Demand Trends Will Drive Earnings Consistency In Coming Quarters

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Jul
Read Narrative
ZTS logo
Zoetis
8.8% undervalued intrinsic discount

Regulatory Scrutiny And Trade Barriers Will Limit Market Potential

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AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Aug
Read Narrative

Trending Discussion

HA
HarishPK
Emerging Author
ZTS logo

Feedback welcome

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Recently Updated Narratives

HA
HarishPK
ZTS logo

Decision Making Under Ambiguity – A Case Study on Expectations Investing

Fair Value: US$91.3 20.1% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnimalDoctorKwon
ZTS logo

Wall Street Shock vs. Clinical Ground Truth — Is Zoetis a Value Trap or a Generational Mispricing?

Fair Value: US$86.83 16.0% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
VA
ValueInvestingSubstack
ZTS logo

Zoetis down -50% over the past year

Fair Value: US$92.92 21.5% undervalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued established dividend payer.

1 Risk
4 Rewards
View Full Analysis

Zoetis Inc. Key Details

US$9.5b

Revenue

US$2.7b

Cost of Revenue

US$6.8b

Gross Profit

US$4.2b

Other Expenses

US$2.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.38
71.74%
27.69%
288.0%
View Full Analysis

About ZTS

Founded
2012
Employees
14500
CEO
Kristin Peck
WebsiteView website
www.zoetis.com

Zoetis Inc. engages in the discovery, development, manufacture, and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry in the United States and internationally. The company commercializes products primarily across companion animals comprising dogs, cats, and horses; and species, including livestock, such as cattle, swine, poultry, fish, and sheep. It also offers parasiticides, vaccines, dermatology, anti-infectives, pain and sedation, other pharmaceutical, and animal health diagnostics. In addition, the company provides animal health diagnostics, including point-of-care diagnostic products, instruments and reagents, rapid immunoassay tests, reference laboratory kits and services, and blood glucose monitors; and other non-pharmaceutical products, which include nutritionals, as well as products and services in biodevices, genetic tests, and precision animal health. It markets its products to veterinarians, livestock producers, and pet owners. The company has collaborated with Blacksmith Medicines, Inc. to discover and develop novel antibiotics for animal health. Zoetis Inc. was incorporated in 2012 and is headquartered in Parsippany, New Jersey.

Recent ZTS News & Updates

User avatar
Narrative Update • Sep 03

ZTS: Clinic Visit Stabilization And Pricing Discipline Will Drive Long-Term Premium Recovery

Analysts have reduced the Zoetis fair value estimate from $149.11 to $134.82. They have trimmed price targets following weaker clinic visit trends, pressure on key dermatology and parasiticide products, and greater uncertainty around competitive pricing.
User avatar
New Narrative • Aug 30

Decision Making Under Ambiguity – A Case Study on Expectations Investing

Standing on the shoulders of the giants As I grow as an investor, I am increasingly focused on building a repeatable process for identifying mispriced stocks. My approach draws on Michael Mauboussin’s classic book, Expectations Investing.
User avatar
Narrative Update • Aug 19

ZTS: Reset Expectations And Product Stabilization Will Drive Long-Term Premium Recovery

Analysts have reduced the Zoetis fair value estimate from $160 to about $149, reflecting lower Street price targets and updated expectations for margins, competitive pressures, and slightly softer revenue growth assumptions. Analyst Commentary Street research on Zoetis over recent months has centered on recalibrated price targets, shifting ratings and concern around key product trends.

Recent updates

No updates

Zoetis Inc. Competitors

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