Zoetis (ZTS) vs. IDXX and ELAN: Is Valuation Compression Creating a Rare Opportunity in Animal Health?

Is ZTS a good stock to buy? We came across a bullish thesis on Zoetis Inc. on D Invests’s Substack. Since the thesis was published on June 26th, ZTS shares have edged higher as livestock and international sales partly offset weaker U.S. pet-care demand, though lower guidance has kept investors cautious about a broader recovery. In this article, we will summarize the bulls’ thesis on ZTS. Zoetis Inc.’s share was trading at $77.80 as of October 28th 2026. ZTS’s trailing and forward P/E...