Phibro Animal Health Corporation (PAHC)vsZoetis Inc (ZTS)
PAHC
Phibro Animal Health Corporation
$57.01
+2.76%
HEALTHCARE · Cap: $2.31B
ZTS
Zoetis Inc
$116.71
+0.67%
HEALTHCARE · Cap: $51.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Zoetis Inc generates 547% more annual revenue ($9.47B vs $1.46B). ZTS leads profitability with a 28.2% profit margin vs 6.3%. PAHC appears more attractively valued with a PEG of 1.66. PAHC earns a higher WallStSmart Score of 67/100 (B-).
PAHC
Strong Buy67
out of 100
Grade: B-
ZTS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.5%
Fair Value
$108.58
Current Price
$57.01
$51.57 discount
Margin of Safety
-29.1%
Fair Value
$99.69
Current Price
$116.71
$17.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Earnings expanding 752.0% YoY
Revenue surging 20.9% year-over-year
Every $100 of equity generates 66 in profit
Strong operational efficiency at 34.7%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
6.3% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Trading at 14.9x book value
3.0% revenue growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : PAHC
The strongest argument for PAHC centers on Return on Equity, EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bull Case : ZTS
The strongest argument for ZTS centers on Return on Equity, Operating Margin, Altman Z-Score. Profitability is solid with margins at 28.2% and operating margin at 34.7%.
Bear Case : PAHC
The primary concerns for PAHC are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Bear Case : ZTS
The primary concerns for ZTS are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 2.85 is elevated, increasing financial risk.
Key Dynamics to Monitor
PAHC profiles as a growth stock while ZTS is a value play — different risk/reward profiles.
ZTS carries more volatility with a beta of 0.95 — expect wider price swings.
PAHC is growing revenue faster at 20.9% — sustainability is the question.
ZTS generates stronger free cash flow (732M), providing more financial flexibility.
Bottom Line
PAHC scores higher overall (67/100 vs 64/100) and 20.9% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Phibro Animal Health Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Phibro Animal Health Corporation develops, manufactures and supplies a range of mineral nutrition and animal health products for livestock primarily in the United States. The company is headquartered in Teaneck, New Jersey.
Visit Website →Zoetis Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Zoetis Inc. is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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