COMPARE · Reviewed July 30, 2026
BHC vs ZTS
Verdict: Side-by-side breakdown using the Bull Rankings model. BHC scored 70.1, ZTS scored 78.0 — ZTS leads.
Compare another set
BHC
Bausch Health Companies Inc.
70.1
$6.03 · $2.3B
fundamentals as of
Score gap
7.9
ZTS leads
ZTS
Zoetis Inc.
78
$76.03
fundamentals as of
Fundamentals, head-to-head
BHC
ZTS
$1.4bC+
FCF
$2.2bB
+10.1%B
Rev
+2.3%C
—
D/E
2.86D
0.2xA
P/S
—
0.01A
PEG
1.87C+
—
P/E
12.5xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BHC
ZTS
87% below
Price vs fair valuelower is cheaper
—
decline
Growth the price implies10-yr FCF · lower = less priced in
—
+767%
1-yr DCF upside
—
+684%
5-yr DCF upside
—
+583%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BHC
Why this score
- Short track record
ZTS
No notable signals flagged.
The companies
BHCBausch Health Companies Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $2.3b. Down 31% from 52-week high of $8.69 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. PEG 0.01 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Hold with a mean 1-yr target of $7.30 (implying +21% upside).
Moat
ROE 62% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Currently unprofitable (margin -10.1%) — path to GAAP profitability is the core thesis risk. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
ZTSZoetis Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap n/a. Down 53% from 52-week high of $160.48 — deep drawdown territory. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $111.94 (implying +47% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 68% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
D/E 2.86 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 53% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.