4D·

Undervalued?

$ZTS (-0.73%)

The next tranche will definitely be Zoetis.

Despite a difficult market environment, solid figures and well positioned with the veterinary medicine pipeline.

I think the share is currently trading below fair value and would take a chance on it.

10 Comments

NEWT@SteelAnacott

I also find the market and $ZTS 's position as the undisputed market leader interesting. What's more, people are spending more and more on medical care for their pets. However, the share is currently being beaten up so badly.

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Timur K.@ShindyDeanMartin

@SteelAnacott the stock market just tends to over and understate...

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SemiGrowth@SemiGrowth

@SteelAnacott However, there are other strong players in the medical sector, such as $MRK

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All-in-or-nothing@All-in-or-nothing

@SemiGrowth Pets, it's about the medical care of pets😅😉.

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Timur K.@ShindyDeanMartin

@SemiGrowth yes, I also think the sectors are only partially comparable, if at all

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SemiGrowth@SemiGrowth

@All-in-or-nothing Yes, I know. $MRK has an Animal Health division with 6B sales (admittedly only 2.5B of which are for pets). But it is already relevantly large, even compared to $ZTS. I just want to put "undisputed market leader" into perspective

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All-in-or-nothing@All-in-or-nothing

@SemiGrowth $ZTS is at least the market leader in relative terms. Admittedly, I would also delete unchallenged, because of course there is competition in such a market. However, the Animal Health division of $MRK "only" has around 1/3 of the turnover of $ZTS, which is exclusively present in this market😉.

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MEMO@MEMO1993

Zoetis also ran very hot back then, now the share is correcting, profits are no longer expected to grow so strongly, so many are getting out. In my opinion, a good time to enter the stock in the long term is around 100-80 and then simply buy more with several trades. The blockbuster drugs are huge, doctors also stick to the products they recommend because they have experience with them. Dividend policy also nice and growth available is also increased annually.

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Jupp D.@JuppDupp

https://aktienfinder.net/aktien-profil/Zoetis-Aktie

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Cai-pirinha@Cai-pirinha

i agree. unfortunately i got in too early because i thought the bottom had been reached. i thought wrong, but still. it will pay off in the long term and what is -8% now?

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