TransMedics Group Inc vs Zoetis Inc — how do they compare? TransMedics Group Inc trades at $87.11 (market cap $3.10B), while Zoetis Inc trades at $73.77 (market cap $31.14B). The key difference: Zoetis Inc is far larger — about 10× TransMedics Group Inc's market cap, and Zoetis Inc pays a 2.81% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| TMDX | ZTS | |
|---|---|---|
Market Cap | $3.10B | $31.14B |
Sector | Technology | Health |
52-Week High | $150.42 | $156.76 |
52-Week Low | $61.99 | $71.91 |
Enterprise Value | $3.49B | $38.70B |
Dividend Yield | — | 2.81% |
Signals from Pluang's Aura AI — not financial advice
TransMedics Group (TMDX) trades at $87.02, down 1.57% today, amid mixed signals. The stock shows a bullish technical trend with moving averages supporting upside, but oscillators like RSI indicate overbought conditions near 78. Fundamentally, the company reported record Q2 2026 revenue but missed earnings estimates, with net income margin declining to 22.69% from 31.42% in 2025. Recent news highlights an ongoing investigation into fiduciary duties by Rosen Law Firm, adding uncertainty.
The outlook remains cautiously optimistic with a consensus price target of $99.57, implying 14% upside, supported by strong analyst buy ratings (69%). However, risks include earnings volatility, margin pressure from rising costs, and legal scrutiny. Investors should weigh robust revenue growth against execution risks and elevated valuation multiples like a P/E of 23.15.
Zoetis (ZTS) trades at $73.4, down 1.95% on the day, as technical indicators signal a bearish trend amid recent price weakness. Fundamentally, the company reported Q2 2026 EPS of $1.87, beating estimates, but revenue was flat and full-year guidance was cut due to softer pet healthcare demand. Analyst sentiment remains mixed with a consensus price target of $94.90, though recent news highlights competitive pressures and a securities class action lawsuit.
The stock presents a value opportunity given its attractive P/E of 12.29 and strong profitability margins, but near-term headwinds from U.S. companion-animal market challenges and legal overhangs pose risks. Upside depends on execution against revised 2026 targets and stabilization in core markets.
Trailing returns across standard periods
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →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 →