Zoetis offers defensive animal health value after a sharp selloff

Conviction: 68% · Horizon: 3Y · 2026-05-26

A resilient pet medicine franchise can justify a modest valuation despite slower growth

Zoetis combines pricing power, stable margins, strong companion animal exposure, and buyback-supported EPS growth. A valuation near 13 times earnings may be reasonable if the recent decline in US companion animal revenue proves temporary rather than structural.

Instrument	Side	Target	Reason
ZTS	Long		We believe a global animal health leader with defensible pet medicine economics, recurring veterinary demand, stable margins, and high-single-digit EPS growth can rerate if revenue weakness normalizes and debt-funded buybacks remain manageable.

Themes

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