
Zoetis (ZTS)
NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-07-07
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NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-07-07
Reading ZTS? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track ZTS free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Pharmaceuticals is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is slowing — up about 3% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 7%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 54% in its worst 12-month stretch.
View RiskZoetis must stabilize its product growth to justify its current price. Recent revenue growth was only 3% year over year, and the last quarter missed expectations. It trades at 12× P/E, while the peer median is 26×. This suggests that the price reflects less growth than expected. If Zoetis cuts guidance on the next call, it could face significant pressure. Peer multiples imply a price about 21% above where it trades. This read is provisional.
Trailing returns as of 2026-07-07. ZTS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering ZTS (as of Jul 2026).
Based on 5 Wall Street analysts offering 12-month price targets for ZTS in the last 4 months.
A consensus fair price across 14 valuation methods, at three horizons. Current price $76.29. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Pharmaceuticals — fair value, gap to price, and forward P/E.



Threatens: Drive revenue growth with new product approvals
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $76.29
The last 12 months of price, then the range of analyst 12-month targets from today’s $76.29.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Analyst suggests delayed stabilization impacts revenue growth.

Difficult Q1 update raises concerns about future growth.
Cramer's comments suggest competitive pressures.
Downgrade indicates potential revenue growth issues.
New board member may enhance strategic direction.
Earnings growth trailing indicates potential issues.
Acquisition enhances product offerings and growth potential.