How Rational Investing - Cameron Stewart, CFA’s view on $ZTS changed

2026-08-05Bullish

“Zoetis (ZTS) - The Stock Market Is Wrong About This”

ZTS is undervalued relative to historical multiples; strong FCF and balance sheet support a bull thesis on long-term growth potential.

has anyone ever heard out there of of the stocketis before? I did a video a long time ago about this company. I liked it then and stocks been absolutely crushed recently.

So, look at this um stock market drop. I'll just go last last year, if you will. So, $160 down to 180, excuse me, down to 80. If you zoom out, it's done nothing but go down for the last two years.

Um, despite revenue and earnings increasing. So, I think I think this is classic market multiple compression.

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2026-08-04Bullish

“Zoetis $ZTS - 5x Cash on Cash Gain? Stock Review”

ZTS fundamentals remain strong (growing revenue/EBITDA, high ROIC) while the stock price has collapsed to historical low multiples; this disconnect creates a bull case for ownership.

Thought we'd do a nice late night edition go through a cash flow one pager on this stock Zoetis. Uh it's a veterary stock. They make drugs for the vets use and uh the stock has been absolutely hammered recently.

Uh Michael Bur's taken a position. I thought I'd go through it.

if anyone ever heard out there of the stock Zoetas before, I did a video a long time ago about this company. I liked it then and stocks been absolutely crushed recently.

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