Zoetis Inc - Ordinary Shares - Class A

Zoetis Inc - Ordinary Shares - Class A

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Market Cap$32.57B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Zoetis Inc - Ordinary Shares - Class AZoetis Inc - Ordinary Shares - Class A12.42.65%82%3.50.1

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Top-line & profitability (what happened): - Q1’26 organic revenue: flat (0%); reported revenue: $2.3B (+3%). - Adjusted net income: $646M (+1% organic / +2% reported). - Drivers: +2% price offset by -2% volume (on organic). - International: +10% organic revenue growth; U.S.: -8% organic.
Main negative: companion animal softness driven by a “convergence” of issues: - Management emphasized pet owner price sensitivity, slower vet clinic traffic, and more intense competition (aggressive pricing/incentives, including generics). - Key point: competition isn’t currently translating into market expansion (unlike prior cycles they referenced). - Dermatology (key): -11% YoY globally; Simparica franchise: -1% globally; U.S. companion animal: -11%. - OA pain mAbs: combined -8% globally; LibreLa -13%, though sequential U.S. stabilization ~flat growth. - Also flagged: Winter storms reduced clinic visits; distributor/retail channel purchasing patterns were a headwind in the U.S.
Good news / resilience & where growth is: livestock + international + diagnostics: - Livestock: +$720M (+12% global) with broad-based growth; strength across cattle/poultry/swine (supported by demand/protein tailwind and supply improvements). - International: $1.1B (+17% reported / +10% organic); emerging markets seen as maintaining expansion runway. - Diagnostics: +10% (global $113M) led by reference labs/chemistry & hematology momentum.

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$117.33

Target Price by Analysts

51.2% upsideZoetis Target Price DetailsTarget Price
$167.58

Current Fair Value

116% upside

Undervalued by 116% based on the discounted cash flow analysis.

Share Statistics

Market cap$32.57 Billion
Enterprise Value$31.03 Billion
Dividend Yield$2.06 (2.65%)
Earnings per Share$6.03
Beta0.86
Outstanding Shares422,100,000

Return

Return on Equity81.75%ROE
Return on Assets17.44%
Return on Invested Capital27.12%

Valuation & Multiples

P/E Ratio12.41P/E Ratio
PEG-260.97PEG
Price to Sales3.53Price to Sales
Price to Book Ratio11.08Price to Book Ratio
Enterprise Value to Revenue3.26
Enterprise Value to EBIT8.73
Enterprise Value to Net Income11
Total Debt to Enterprise0.01
Debt to Equity0.12Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$1.60
Average shareholder expectation
Revenue Estimate
$2.30 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.86
Average shareholder expectation
Revenue Estimate
$2.51 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7266 34.76%
Total Calls1,951,817 36.82%
Total Puts1,418,208 21.12%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %92.04% 6.26%
Total Invested$48.18B 6.94%
Investors Holding1,647 78.00%

ESG Score

No data

About Zoetis Inc

9,200 employees
CEO: Kristin Peck

Zoetis is the leading animal health company, dedicated to supporting its customers and their businesses. Building on more than 65 years of experience in animal health, Zoetis discovers, develops, manufactures and commercializes medicines...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the technical analysis and revenue estimates for all tax legislation. Its work directly influences the tax policies that determine Zoetis's corporate tax burden and financial strategies, providing crucial insight for members.

Finance

As the primary committee for taxation and trade, it directly impacts Zoetis's corporate profitability through tax policy (e.g., R&D credits, corporate rates) and its global operations through trade agreements and tariffs.

Appropriations

This committee allocates federal spending, directly impacting funding for agencies like the USDA (relevant to animal health programs) and NIH (for broader research that may benefit animal health), influencing revenue streams and R&D opportunities for Zoetis.

Agriculture, Nutrition, and Forestry

Zoetis's significant business with livestock producers and farm animals places it directly under the influence of this committee, which shapes agricultural policy, the Farm Bill, and related regulations impacting its core customer base and product demand.

Health, Education, Labor, and Pensions

This committee oversees the FDA, which includes the Center for Veterinary Medicine responsible for approving animal drugs, vaccines, and diagnostics. Its regulatory decisions are critical to Zoetis's product pipeline and market access.