Nutrien Ltd vs Zoetis Inc — how do they compare? Nutrien Ltd trades at $80.95 (market cap $38.47B), while Zoetis Inc trades at $73.51 (market cap $30.40B). The key difference: Nutrien Ltd is the larger of the two by market cap, and Zoetis Inc pays the higher dividend (2.88%). Which is the better fit depends on your goals.
| NTR | ZTS | |
|---|---|---|
Market Cap | $38.47B | $30.40B |
Sector | Basic Materials | Health |
52-Week High | $83.94 | $150.61 |
52-Week Low | $53.64 | $71.91 |
Enterprise Value | $50.28B | $37.96B |
Dividend Yield | 2.73% | 2.88% |
Signals from Pluang's Aura AI — not financial advice
Nutrien (NTR) trades at $80.68, up 1.52% today, with a bullish technical signal from moving averages but overbought RSI readings. The company reported mixed Q2 2026 earnings, missing EPS estimates but beating on revenue, driven by higher fertilizer prices. Analyst consensus is a Moderate Buy with a $76.17 price target, though recent news includes a downgrade to Hold citing cost pressures and volume constraints. Cash flow trends show consistent operational strength but negative net cash flow in recent years.
The outlook is cautiously optimistic, supported by strong potash and nitrogen demand and institutional buying, but risks include cyclical earnings, rising sulfur costs, and volatile agricultural markets. The stock's current price above the consensus target suggests limited near-term upside, requiring monitoring of cost management and volume recovery for sustained growth.
Zoetis (ZTS) trades at $73.60, down 2.92% amid bearish technical signals and mixed earnings. The stock faces pressure from weakening U.S. companion animal sales and competitive headwinds, though profitability remains strong with 71.67% gross margins and 27.69% net income margin. Recent Q2 2026 earnings beat estimates but revenue missed, prompting a guidance cut. Analyst consensus is divided with 45% Buy ratings and a $93.40 price target, suggesting 27% upside from current levels.
The outlook balances valuation appeal (P/E of 12) against near-term operational challenges. Investment opportunity lies in market dominance and robust cash flow generation, while risks include sustained pet health demand softness and competitive pricing pressure. The stock trades near support at $73, with institutional sentiment mixed amid recent portfolio adjustments.
Trailing returns across standard periods
Latest headlines on both assets
Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →Zoetis sells anti-infectives, vaccines, parasiticides, diagnostics, and other health products for animals. The firm earns slightly less than half of total revenue from production animals (cattle, pigs, poultry, and so on), and more than half from companion animal (dogs, horses, cats) products make up the other half. Its U.S. business is heavily skewed toward companion animals, while its international business is slightly skewed toward production animals. The firm has the largest market share in the industry and was previously Pfizer's animal health unit.
Read more on ZTS →