IDEXX Laboratories vs Zoetis
IDXX and ZTS side by side, both in drugs. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How IDXX and ZTS compare
IDEXX Laboratories is the larger company, worth 1.3 times as much as Zoetis ($43.4B against $32.9B).
On earnings, Zoetis is cheaper: it trades at 13.1× trailing earnings, against 38.8× for IDEXX Laboratories.
IDEXX Laboratories grew revenue faster over the last twelve months (12.8% versus 1.5% for Zoetis).
Zoetis keeps more of each dollar of sales as profit, with a net margin of 27.5% compared with 25.0% at IDEXX Laboratories.
Zoetis pays a dividend yielding 2.6%; IDEXX Laboratories does not pay one.
IDEXX Laboratories scores higher on the StockData Score (19 against 17 for Zoetis), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | IDXX | ZTS |
|---|---|---|
| Size and price | ||
| Market cap | $43.4B | $32.9B |
| Share price | $551.21 | $79.72 |
| Change, 1 year | −12.2% | −44.6% |
| Change, 5 years | −13.5% | −63.2% |
| Beta (5Y) | 1.22 | 0.78 |
| Employees | 11K | 15K |
| StockData Score | ||
| Total score | 19 (better) | 17 |
| Valuation score | 2 | 5 (better) |
| Growth score | 5 (better) | 2 |
| Performance score | 6 (better) | 5 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | 38.8× | 13.1× (better) |
| P/S | 9.5× | 3.5× (better) |
| P/B | 26.9× | 10.5× (better) |
| EV/EBITDA | 27.1× | 10.1× (better) |
| P/FCF | 34.6× | 14.2× (better) |
| PEG | 2.19 | 1.28 (better) |
| FCF yield | 2.9% | 7.0% (better) |
| Fair value | $507.90 | $152.11 |
| Margin of safety | −8.5% | 47.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 12.8% (better) | 1.5% |
| Revenue growth, 5Y average | 9.7% (better) | 7.2% |
| Net income growth (TTM) | 15.6% (better) | 0.96% |
| EPS growth (TTM) | 18.4% (better) | 5.6% |
| EPS growth, 5Y average | 14.3% (better) | 12.0% |
| Profitability | ||
| Gross margin | 62.4% | 71.5% (better) |
| Operating margin | 32.0% | – |
| Net margin | 25.0% | 27.5% (better) |
| FCF margin | 27.5% (better) | 24.3% |
| Return on equity | 74.2% (better) | 64.4% |
| Return on invested capital | 63.3% | – |
| Financial health | ||
| Debt / equity | 0.28 (better) | 2.87 |
| Net debt / EBITDA | 0.16 (better) | 1.85 |
| Interest coverage | 38.6× | – |
| Current ratio | 1.17 | 3.08 (better) |
| Altman Z-score | 19.89 (better) | 3.99 |
| Piotroski F-score | 8 | 8 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.6% |
| Years of dividend growth | – | 13 |
| Dividend growth, 5Y average | – | 19.0% |
| Buyback yield | 2.7% | 11.1% (better) |
| Shareholder yield | 2.7% | 13.7% (better) |
| Ownership | ||
| Held by institutions | 94.5% | 96.1% |
| Held by insiders | 0.30% | 0.08% |
| Insider net buying, 12 months | −$37.7M | −$1.7M (better) |
| Superinvestors holding | 3 | 3 |
| Short interest, % of float | 2.5% | 4.5% |
Go deeper
- IDXX stock overview
- IDXX income statement
- IDXX valuation and score
- ZTS stock overview
- ZTS income statement
- ZTS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.