ZTS
Zoetis Inc.Healthcare · $29.3B market cap
Verdict
Share price
$69.69
close of Oct 3, 2026
Fair value
$119.90
Sticker Price
Payback Price
$47.96
buy price
ZTS is Undervalued: at $69.69 it trades 42% below its fair value of $119.90. Its buy price (Payback Price) is $47.96, 31% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 5% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold ZTS. In Q2 2026, 2 opened a position, 1 added, 1 trimmed and 2 sold out. Who we track
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$169.1M
2,353,300 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$40.0M
556,056 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$33.6M
467,515 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$23.0M
320,420 shares
Thomas Gayner
Markel Group · as of Q2 2026
$4.8M
66,195 shares
Moves in Q2 2026
New position: Tweedy Browne, Thomas Gayner
Added: Mairs & Power Funds
Trimmed: Polen Capital Management
Sold out: Terry Smith, David Rolfe
Insider activity
Since Jun 18, 2026: no open-market purchases and 12 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
SACCARO JAMES
EVP, CFO & COO · 2026-08-31
Award
81,063 shares
DAMELIO FRANK A
director · 2026-08-07
G-Gift
6,650 shares
Joseph Wetteny
Chief Financial Officer · 2026-07-10
Award
363.053 shares
Ferran Astorga Jeannette
Executive Vice President · 2026-07-10
Award
45.327 shares
Lagano Roxanne
Executive Vice President · 2026-07-10
Award
314.645 shares
Show all 12 other filingsShow fewer
FULLER JULIE
Executive Vice President · 2026-07-10
Award
314.645 shares
Driscoll Rimma
Executive Vice President · 2026-07-10
Award
237.636 shares
Esch Kevin
Executive Vice President · 2026-07-10
Award
308.046 shares
Nayak Abhay U
Executive Vice President · 2026-07-10
Award
214.616 shares
PECK KRISTIN C
Chief Executive Officer · 2026-07-10
Award
616.089 shares
Sarbaugh Keith
Executive Vice President · 2026-07-10
Award
259.638 shares
Stetter Mark
director · 2026-06-18
Award
317.622 shares
About Zoetis Inc.
Zoetis Inc. stands as a global leader in animal health, focusing on the research, development, manufacturing, and commercialization of veterinary pharmaceuticals, vaccines, and diagnostic tools. Its comprehensive portfolio serves a broad spectrum of species, encompassing both livestock, including cattle, swine, poultry, fish, and sheep, and beloved companion animals such as dogs, cats, and horses. Among its…
Drug Manufacturers - Specialty & Generic
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works