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Zoetis Inc. (ZTS) Stock Analysis

Falling Knife setup · Temp Headwind edge

SellVALUE-TRAP 1/5Moderate Confidence

Healthcare · Drug Manufacturers - Specialty & Generic

Sell if holding. Momentum 3.3/10 is below the 5.0 floor at $78.30 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: United States (54.0%); Concentration risk — Product: companion animal products (70.0%).

Zoetis is a global animal health company selling medicines, vaccines, and diagnostics for companion animals (70% of revenue) and livestock (29%) across approximately 45 countries. US revenue was $5,097M (54%) and International $4,254M (45%) of ~$9.4B in 2025 revenue, spanning... Read more

QualityF-score8 / 9FCF yield5.38%
IncomeYield2.69%(5y avg 0.92%)Payout33.28%sustainable
Stop $73.40Target $112.66(analyst − 10%)A.R:R 3.3:1
Analyst target$125.18+59.9%17 analysts
$112.66our TP
$78.30price
$125.18mean
$160

Sell if holding. Momentum 3.3/10 is below the 5.0 floor at $78.30 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: United States (54.0%); Concentration risk — Product: companion animal products (70.0%). Chart setup: Death cross, below all MAs, RSI 15, MACD bearish. Score 5.8/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 76d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — Zoetis Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.3 in RISK_OFF)
Sector modifier (Healthcare): +0.5
Strong earnings beat streak (3/4)
Risks
Concentration risk — Geographic: United States (54.0%)
Concentration risk — Product: companion animal products (70.0%)
Leverage penalty (D/E 2.9): -1.5

Key Metrics

P/E (TTM)12.9
P/E (Fwd)10.6
Mkt Cap$33.1B
EV/EBITDA9.9
Profit Mgn28.0%
ROE67.7%
Rev Growth2.9%
Beta0.86
Dividend2.69%
Rating analysts25

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.46bullish
IV43%normal
Max Pain$260+232.1% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicUnited States54%
    10-K Item 1: 'United States (U.S.) with revenue of $5,097 million, or 54% of total revenue for the year ended December 31, 2025'
  • HIGHProductcompanion animal products70%
    10-K Item 1: 'Companion animal products represented approximately 70% of our revenue for the year ended December 31, 2025.'
  • MEDIUMProducttop five product lines (Simparica/Simparica Trio, Apoquel, Cytopoint, Librela, ceftiofur)42%
    10-K Item 1A: 'our five top-selling products and product lines, Simparica/Simparica Trio ... contributed approximately 42% of our revenue in 2025'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Revenue Growth
3.2
Earnings Growth
3.2

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Ma Position
1.0
Volume
2.4
Rsi
3.0
Obv
10.0
Capitulation risk (RSI 15, below 200MA)Volume accumulation (rising OBV)Below 200-MA, MA slope -5.2%/30d — confirmed downtrend
GatesMomentum 3.3<4.5Death cross (50MA < 200MA)A.R:R 3.3 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 76d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
15 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $72.38Resistance $119.91

Price Targets

$73
$113
A.Upside+43.9%
A.R:R3.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.3/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-04 (76d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ZTS stock a buy right now?

Sell if holding. Momentum 3.3/10 is below the 5.0 floor at $78.30 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: United States (54.0%); Concentration risk — Product: companion animal products (70.0%). Chart setup: Death cross, below all MAs, RSI 15, MACD bearish. Prior stop was $73.40. Score 5.8/10, moderate confidence.

What is the ZTS stock price target?

Take-profit target: $112.66 (+42.8% upside). Prior stop was $73.40. Stop-loss: $73.40.

What are the risks of investing in ZTS?

Concentration risk — Geographic: United States (54.0%); Concentration risk — Product: companion animal products (70.0%); Leverage penalty (D/E 2.9): -1.5.

Is ZTS overvalued or undervalued?

Zoetis Inc. trades at a P/E of 12.9 (forward 10.6). TrendMatrix value score: 7.7/10. Verdict: Sell.

What do analysts say about ZTS?

25 analysts cover ZTS with a consensus score of 3.9/5. Average price target: $125.

What does Zoetis Inc. do?Zoetis is a global animal health company selling medicines, vaccines, and diagnostics for companion animals (70% of...

Zoetis is a global animal health company selling medicines, vaccines, and diagnostics for companion animals (70% of revenue) and livestock (29%) across approximately 45 countries. US revenue was $5,097M (54%) and International $4,254M (45%) of ~$9.4B in 2025 revenue, spanning roughly 300 product lines under brands including Simparica, Apoquel, and Cytopoint.

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