Zoetis Inc. engages in the discovery, development, manufacture, and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry in the United States and internationally. The company commercializes products primarily across companion animals comprising dogs, cats, and horses; and species, including livestock, such as cattle, swine, poultry, fish, and …
Full ZTS analysis →
Competitive advantage assessment
Key strengths
Margins Stable Across CyclesOperating margin volatility is low (stability score 1.00), demonstrating pricing resilience across cycles.
ROIC Sustainably Above PeersROIC at 96.3th percentile exceeds peers and WACC, demonstrating superior capital allocation.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
Upgrade to unlock the signals and evidence behind each defense.
Premium access
Unlock full defense analysis
Get key signals, strengths, and risks for every moat dimension.
Where ZTS ranks in Drug Manufacturers - Specialty & Generic
Zoetis Inc. ranks #1 of 91
scored companies in Drug Manufacturers - Specialty & Generic by moat score — the top 1%.
That makes it the widest moat in the group.
Moat scores for companies ranked near ZTS in Drug Manufacturers - Specialty & Generic
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 90
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 94
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 93
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 71
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 68
· 15% of the moat score
Scale matters only when it converts into economics.
Zoetis Inc. (ZTS) scores 85 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #1 of 91 scored companies in Drug Manufacturers - Specialty & Generic, the top 1%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 90 companies in Drug Manufacturers - Specialty & Generic. Its strongest defense is Customer Stickiness (94/100) and its weakest is Scale & Market Position (68/100).
How does Zoetis Inc. compare with other Drug Manufacturers - Specialty & Generic companies?
Zoetis Inc. ranks #1 of 91 scored companies in Drug Manufacturers - Specialty & Generic by moat score. That is the widest moat in Drug Manufacturers - Specialty & Generic. The companies ranked closest are Neurocrine Biosciences, Inc. (NBIX) at 84 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 90 companies in Drug Manufacturers - Specialty & Generic. The defenses are then weighted to produce the overall score out of 100.
Why is Zoetis Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Zoetis Inc.?
The Corporate Default template measures 6 defenses, and ZTS scores: Pricing Power (91), Cost Advantage (90), Customer Stickiness (94), Capital Efficiency (93), Resilience (71), Scale & Market Position (68). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.