$ZTS

1 thesis
bullish 100%neutral 0%bearish 0%
Avg return (6m)
Win rate (6m)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$ZTSr/ValueInvestingDiscussionbullish
u/Tedious-Butcher · 12d ago1 prior · awaiting results

Calling BS that Zoetis is not $240-$400 share price.

Zoetis is significantly undervalued at $77 given strong revenue growth from $5.8B (2018) to $9.5B (2025), consistent YoY earnings growth, and margins above 25%. The company's diversified revenue streams across pet and livestock markets justify a substantially higher valuation of $240-$400 per share.

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End of results.