Zoetis ZTS - 15% Yearly Returns For The Next 15 Years?
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Value Investing with Sven Carlin, Ph.D.Independent analyst profile- Source published
- 29 Oct 2026, 13:00 UTC
- Recorded by Tahlil Plus
- 29 Oct 2026, 13:01 UTC
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The video discusses Zoetis (ZTS), a veterinary pharmaceutical company, focusing on its fundamental value and market position. Despite a significant price drop over the past five years, Michael Burry is reportedly bullish on ZTS, viewing it as a 'fat pitch' investment. The company exhibits strong financial metrics, including high ROIC, consistent buybacks ($1.1B annually), and dividends ($0.9B annually), contributing to a total shareholder return of 3.4% buyback yield plus dividend growth. Zoetis operates in the global veterinary medicine market, projected to reach $57.81B-$66.48B in 2026 and grow to $130.61B by 2034 with a CAGR of 10.73%. The company has a P/E ratio of 12, a market cap of $32B, and a dividend yield of 2.66%. Key assumptions for revised 2026 guidance indicate revenue between $9.120B-$9.320B and adjusted diluted EPS between $6.15-$6.25. The company's capital allocation prioritizes reinvestment in R&D and external business development, alongside returning cash to shareholders through dividends and buybacks. Despite potential market volatility and competitive pressures, the strong financial health, diverse product pipeline (12 new drugs expected), and value-oriented investment strategy position ZTS favorably for long-term growth, suggesting a potential rebound from its current 'beaten-down' state.
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Value Investing with Sven Carlin, Ph.D.
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