Financial Performance
5Y price score: (85)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 74.8%
US$ Per
Share
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71.4
52-week range
160.4
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.4 %
Dividend Yield TTM
2.7 %
Market cap $
$ 32,096
Price / Earnings TTM
12.7
Price / Book TTM
10
PEG TTM
1.3
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(47.6) %
(57.9) %
74.8 %
Free cash flow per share growth
1.8 %
47.1 %
486.9 %
Earnings per share growth
10.1 %
76 %
785.3 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q1 (May 7, 2026)
1) Strategy & Leadership
- Zoetis reported flat organic operational revenue for Q1 2026, with adjusted net income growing 1%.
- The company is focused on sharpening commercial execution and enhancing cost discipline to navigate current market challenges.
- A comprehensive cost and productivity program has been launched to address growth softness, tightening discretionary spending, and improving operational efficiencies.
- Zoetis is committed to long-term value creation, with a pipeline of 12 potential blockbusters expected to drive future growth.
2) Financial & Segment Results
- Global revenue for Q1 2026 was $2.3 billion, with a 3% increase on a reported basis but flat on an organic operational basis.
- The International segment saw a 10% organic operational revenue growth, while the U.S. segment declined by 8%.
- Livestock revenue grew 12% organically, while companion animal revenue declined 4%.
- Key dermatology products reported an 11% decline, and the Simparica franchise saw a 1% decline in revenue.
| Metric | Q1 2026 Results | YoY Change |
|---|---|---|
| Global Revenue | $2.3 billion | +3% (reported), 0% (organic) |
| U.S. Revenue | $1.1 billion | -8% |
| International Revenue | $1.1 billion | +10% (organic) |
| Livestock Revenue | $720 million | +12% |
| Companion Animal Revenue | $1.5 billion | -4% |
3) Problems / Headwinds
- Increased price sensitivity among pet owners has led to lower clinic traffic and demand for premium products.
- Competition has intensified, particularly in dermatology and parasiticides, with aggressive pricing strategies from new entrants.
- The U.S. companion animal market is facing significant challenges, with a decline in routine veterinary visits and a shift towards lower-cost alternatives.
- The company experienced a $100 million revenue shift from Q4 2025 to Q1 2026 due to fiscal year alignment, impacting organic growth comparisons.
4) Operational or Product Plans
- Zoetis is investing in targeted direct-to-consumer (DTC) activities and enhancing affordability options to address price sensitivity.
- The company is advancing its product pipeline, including the launch of Cytopoint Plus and the acquisition of Neogen's animal genomics business to enhance livestock genetics.
- Diagnostics remain a strong growth area, with international momentum and modest U.S. growth driven by reference lab expansion.
- The company is focused on improving execution across its core commercial levers and optimizing its product portfolio in response to market dynamics.
5) Guidance & Outlook / Investor Angle
- For the full year 2026, Zoetis expects organic operational revenue growth of 2% to 5% and adjusted net income growth of 2% to 6%.
- The company anticipates continued pressure in the U.S. companion animal portfolio but sees potential for recovery as market conditions stabilize.
- The updated guidance reflects the current operating environment, with expectations for improved performance in the second half of the year.
- Investors should note the potential for long-term growth driven by innovation and a diversified portfolio, despite near-term challenges.
Bottom line: Zoetis is navigating a challenging market environment characterized by increased competition and price sensitivity among pet owners. While Q1 2026 results fell short of expectations, the company's diversified portfolio and strategic focus on innovation and cost discipline position it for potential recovery and long-term growth, making it a compelling option for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteZoetis — Financial Overview, Stock Price, Market Cap
Zoetis is a company. Founded in 1952. As of July 20, 2026, the company's market capitalization is $32096104714 with a current stock price of $76.56.
