COMPARE · Data as of August 24, 2026
GRFS vs ZTS
Verdict: Side-by-side breakdown using the Bull Rankings model. GRFS scored 70.9, ZTS scored 57.1 — GRFS leads.
Compare another set
GRFS
Grifols, S.A.
70.9
$7.99 · $5.4B
Score gap
13.8
GRFS leads
ZTS
Zoetis Inc.
57.1
$77.17 · $31.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestGRFS10.4x
- Fastest growthGRFS+9.4%
- Strongest balance sheetGRFS1.17
- Highest qualityZTS85 / 100
- Largest discount to fair valueGRFS-49%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
GRFS
stronger →← stronger
ZTS
56
Qualityreturns · margins · balance sheet
85
77
Growthrevenue & earnings expansion
43
96
Valuevaluation vs sector peers
51
GRFS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GRFS
ZTS
$569mC+
FCF
$2.3bB
+9.4%B
Rev
+1.5%C
1.17C
D/E
2.94D
10.4xA
P/E
12.6xA
0.19A
PEG
6.97D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GRFS
ZTS
49% below
Price vs fair valuelower is cheaper
32% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
+57%
1-yr DCF upside
+40%
+97%
5-yr DCF upside
+47%
+171%
10-yr DCF upside
+57%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GRFS
Why this score
- Raising its dividend
- Foreign reporter (EUR)
ZTS
Why this score
- Buying back stock
- Raising its dividend
The companies
GRFSGrifols, S.A.
Why now
Drug Manufacturers - General · market cap $5.4b. Down 22% from 52-week high of $10.23 — deep drawdown territory. PEG 0.19 — paying under fair value for the growth rate.
Moat
FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. 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
Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 2% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. 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 $31.9b. Down 51% from 52-week high of $156.49 — deep drawdown territory. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $100.63 (implying +30% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 83% — 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 2.94 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 51% 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.
Where GRFS and ZTS diverge
On the headline score the gap is 13.8 points in favor of GRFS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueGRFS 96.3 · ZTS 50.7GRFS +45.6
- GrowthGRFS 77.0 · ZTS 43.1GRFS +33.9
- QualityGRFS 56.1 · ZTS 85.0ZTS +28.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.