ZTS vs NEOG vs IDXX vs NVAX

For growth investors, Novavax, Inc.

(NVAX) is the stronger pick with 64. 7% revenue growth year-over-year, versus -3. 2% for Neogen Corporation (NEOG). Novavax, Inc. (NVAX) offers the better valuation at 3. 6x trailing P/E, making it the more compelling value choice. Analysts rate IDEXX Laboratories, Inc. (IDXX) a "Buy" — based on 22 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Novavax, Inc.

(NVAX) is the cheapest at 3. 6x versus IDEXX Laboratories, Inc. at 43. 7x. On forward P/E, Zoetis Inc. is actually cheaper at 12. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Zoetis Inc. wins at 1. 04x versus IDEXX Laboratories, Inc. 's 2. 76x — a reasonable growth-adjusted valuation.

Over the past 5 years, IDEXX Laboratories, Inc.

(IDXX) delivered a total return of +5. 1%, compared to -94. 8% for Novavax, Inc. (NVAX). Over 10 years, the gap is even starker: IDXX returned +556. 2% versus NVAX's -90. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Zoetis Inc.

(ZTS) is the lower-risk stock at 0. 90β versus Novavax, Inc. 's 2. 11β — meaning NVAX is approximately 133% more volatile than ZTS relative to the S&P 500. On balance sheet safety, Neogen Corporation (NEOG) carries a lower debt/equity ratio of 44% versus 3% for Zoetis Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Novavax, Inc.

(NVAX) is pulling ahead at 64. 7% versus -3. 2% for Neogen Corporation (NEOG). On earnings-per-share growth, the picture is similar: Novavax, Inc. grew EPS 306. 5% year-over-year, compared to -114. 6% for Neogen Corporation. Over a 3-year CAGR, NEOG leads at 19. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Novavax, Inc.

(NVAX) is the more profitable company, earning 39. 2% net margin versus -122. 1% for Neogen Corporation — meaning it keeps 39. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NVAX leads at 50. 1% versus 1. 1% for NEOG. At the gross margin level — before operating expenses — NVAX leads at 93. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Zoetis Inc. (ZTS) is the more undervalued stock at a PEG of 1. 04x versus IDEXX Laboratories, Inc. 's 2. 76x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Zoetis Inc. (ZTS) trades at 12. 4x forward P/E versus 39. 5x for IDEXX Laboratories, Inc. — 27. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NVAX: 95. 0% to $18. 00.

In this comparison, ZTS (2.

3% yield) pays a dividend. NEOG, IDXX, NVAX do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Zoetis Inc.

(ZTS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 90), 2. 3% yield, +107. 3% 10Y return). Novavax, Inc. (NVAX) carries a higher beta of 2. 11 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ZTS: +107. 3%, NVAX: -90. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: ZTS is a mid-cap deep-value stock; NEOG is a small-cap quality compounder stock; IDXX is a mid-cap quality compounder stock; NVAX is a small-cap high-growth stock. ZTS pays a dividend while NEOG, IDXX, NVAX do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.