Zoetis: Deep Value Persists

Treading SoftlyInvesting GroupFollow5ShareSavePlay(10min)CommentsSummaryZoetis offers broad diversification across hundreds of animal health products, with nearly equal U.S. and international revenue exposure.ZTS posted resilient Q4 2025 results, with 3% revenue growth, 5.7% EPS growth, and a robust 27%+ non-GAAP net margin, outperforming consensus.Key 2026 catalysts include launches of next-generation osteoarthritis drugs Portela and Lenivia, targeting improved compliance and expanded market reach.Trading at a 25% discount to fair value with an 8.4% EPS growth consensus, ZTS is positioned for 14%–37% annualized total returns through 2031.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More » Kathrin Ziegler/DigitalVision via Getty Images Co-authored by Kody's Dividends Are you more of a dog or a cat person? It's not an uncommon question within the United States, and most people have an immediate answer. According to the American Veterinary Medical Association, Americans favor dogs overThis article was written byTreading Softly4.42K FollowersFollowScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings teamSeeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.