Buy ZTS by Sep 30, 2026.

I’ve been looking at Zoetis after the recent selloff, and I think it is an interesting value setup. **The simple question:** Is Zoetis facing a structural impairment in companion animal demand and pricing power, or is the market overreacting to a cyclical pet-care slowdown and a messy reset in expectations? **This used to be an easy pass for me.** At 30x+ earnings, Zoetis may have been a great business, but the valuation did not make much sense. At roughly 11x …