홈/ZTS

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ZTSNYSE/health care

Zoetis Inc.

$75.39Down-0.17 (-0.22%)
Research reviewed: 2026년 7월 12일 AM 12:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Zoetis Inc. operates in Pharmaceuticals within the health care sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
75.90
고가
76.50
저가
74.53
시가총액
316.06억
PER
12.36
52주 최고가
--
배당
2.810%
분기 배당금
--

3-month price context

최근 3개월 추세를 통해 전체 리서치 워크스페이스로 가기 전 단기 구조를 빠르게 파악할 수 있습니다.

Investment thesis

Base case
Pet owners' focus on longevity and quality of life can sustain medicines, vaccines and diagnostics demand. The base case remains conditional on product safety staying manageable.
Bull case
Pet owners' focus on longevity and quality of life can sustain medicines, vaccines and diagnostics demand. Librela and Solensia can expand treatment of chronic pain in dogs and cats as veterinarian familiarity grows. New vaccines, diagnostics and monoclonal antibodies can extend a differentiated portfolio.
Bear case
Adverse-event concerns or label changes could slow adoption of important companion-animal products. Clinic staffing constraints and affordability pressure can limit visits, diagnoses and treatment starts. Disease outbreaks, commodity economics and regulation can cause abrupt changes in producer demand.
Thesis invalidation

Key catalysts

  • Companion-animal spending

    Pet owners' focus on longevity and quality of life can sustain medicines, vaccines and diagnostics demand.

  • Osteoarthritis franchise

    Librela and Solensia can expand treatment of chronic pain in dogs and cats as veterinarian familiarity grows.

  • Animal-health innovation

    New vaccines, diagnostics and monoclonal antibodies can extend a differentiated portfolio.

Principal risks

  • Product safety

    Adverse-event concerns or label changes could slow adoption of important companion-animal products.

  • Veterinary capacity

    Clinic staffing constraints and affordability pressure can limit visits, diagnoses and treatment starts.

  • Livestock volatility

    Disease outbreaks, commodity economics and regulation can cause abrupt changes in producer demand.

Latest earnings research

Q1 2026

Zoetis's first-quarter 2026 update reflected continued companion-animal demand, growth-product contributions in pain, parasiticides and dermatology and resilient livestock operations across geographies.

Valuation interpretation

  • A defensive-growth premium depends on companion-animal innovation remaining durable after launch and safety scrutiny.
  • Portfolio breadth across species and geographies offsets some risk but does not eliminate veterinary-capacity and livestock cycles.

Peer research

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Recent news

24/7 Wall St. · 3일 전

A Dividend Portfolio That Pays For Your Pets

StockStory · 4일 전

2 Value Stocks with Promising Prospects and 1 That Underwhelm

Zacks · 5일 전

ZTS Wins European Commission Approval for New Poultry Disease Vaccine

Bloomberg · 8일 전

Deadly Screwworm’s Leap Into the US Mystifies Health Experts

Stocktwits · 11일 전

Michael Burry Just ‘Shorted Micron’ — Why He Says AI-Fueled Rally Has Pushed MU Into Bubble Territory

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전체 리서치 시스템 살펴보기

각 단계는 고유한 역할을 수행하고 다음 단계가 확인할 수 있는 결과를 남깁니다.

리서치 방법론시장 보고서 읽기
Reassess the thesis if adverse-event concerns or label changes could slow adoption of important companion-animal products.

StockStory · 12일 전

Branded Pharmaceuticals Stocks Q1 Teardown: Zoetis (NYSE:ZTS) Vs The Rest

Data and research sources

Research updated: 2026년 7월 12일 AM 12:00 UTC
3 verified sources
Zoetis Reports First Quarter 2026 ResultsZoetis Inc. · earningsVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

Published: 2026. 5. 5. AM 12:00:00

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Zoetis Inc. Investor RelationsZoetis Inc. · companyVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

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Zoetis SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

Published: 2026. 5. 5. AM 12:00:00

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시장 분석가

시장 분석가는 핵심 리서치 안에서 관찰 단계에 집중해 다음 판단의 전제를 정리하는 역할입니다.

기본면 분석가

기본면 분석가는 핵심 리서치 안에서 관찰 단계에 집중해 다음 판단의 전제를 정리하는 역할입니다.

뉴스 분석가

뉴스 분석가는 핵심 리서치 안에서 관찰 단계에 집중해 다음 판단의 전제를 정리하는 역할입니다.

리스크 매니저

리스크 매니저는 리스크와 모니터링 안에서 모니터링 단계에 집중해 다음 판단의 전제를 정리하는 역할입니다.