Stock Detail
$ZTS
Healthcare · 6 tracked mentions in the last 90 days across 3 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
3 creators lean undervalued while 1 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on ZTS.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: explicit term
So, you know, the 30 times premium is long gone. You're only paying 11 times earnings.
Explicit claim • strong conviction • basis: growth vs multiple
Zoatus currently has a free cash flow problem. Free cash flow growth has slowown down considerably and remember free cash flow is the ultimate driver of intrinsic value over the long term because like we said earlier that's how management can reward their shareholders.
Explicit claim • strong conviction • basis: quality at discount
Burry has described Zoetis as a fat pitch opportunity, emphasizing patience rather than excitement.
Explicit claim • strong conviction • basis: fair value gap
And my DCF gives Zoetis an intrinsic price of $116 against a current price around 74. We're talking a margin of safety of 36%.
Mention History
Latest mentions across all history
Feed