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Earnings transcript
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TUYA
Tuya Inc.
$1.61
-0.15
(-8.52%)
| Exchange: | NYSE |
| Market Cap: | 987.108M |
| Shares Outstanding: | 561.247M |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | Software – InfrastructureView industry performance | |||||
| CEO: | Xueji Wang | |||||
| Full Time Employees: | 1453 | |||||
| Address: |
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| Website: | https://www.tuya.com |
Tuya Inc. operates a global cloud platform for the Internet of Things (IoT), providing comprehensive solutions to facilitate smart technology integration. The company delivers an IoT Platform-as-a-Service (PaaS), empowering brands, original equipment manufacturers (OEMs), and developers to conceive, introduce, supervise, and monetize their intelligent devices and related services. Additionally, Tuya offers industry-focused Software-as-a-Service (SaaS) to help businesses implement, link, and manage various types of connected hardware. Beyond its core platforms, Tuya furnishes a suite of cloud-based supplementary services, designed to assist businesses, developers, and end-users in crafting and maintaining their IoT interactions. The firm also directly markets and sells completed smart devices. Tuya’s diverse offerings are deployed across numerous sectors, such as smart homes, commercial settings, healthcare, education, agriculture, outdoor and sports industries, and entertainment. Founded in 2014, Tuya Inc. is headquartered in Hangzhou, People’s Republic of China.
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Revenue Segmentation
TUYA full analysis
Welcome to MARKETSNAP’s SWOT analysis for Tuya Inc.! If you’re not familiar with this name, Tuya Inc. is a global player in the IoT—or Internet of Things—space, providing a cloud platform that connects smart devices across various brands and industries. Think of them as the behind-the-scenes tech that powers smart homes, industrial solutions, and more. They operate in the software and technology sector, focusing on enabling developers and businesses to create interconnected, intelligent products. With a strong presence in multiple…
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 229,990 | 298,617 | 322,642.052 |
| Gross Profit | 106,655 | 141,430 | 155,451.042 |
| EBITDA | -50,517 | 12,207 | 65,185.268 |
| Operating Income | -105,824 | -47,620 | 1,331.512 |
| Net Income | -60,315 | 4,997 | 58,043.103 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 1,066,400 | 1,103,780 | 1,132,518.830 |
| Total Liabilities | 95,835 | 96,332 | 109,909.468 |
| Total Stockholders Equity | 970,565 | 1,007,448 | 1,022,609.361 |
| Total Debt | 7,787 | 4,649 | 5,314.022 |
| Cash and Cash Equivalents | 498,688 | 653,334 | 890,711.798 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 36,443 | 80,352 | 81,040 |
| Capital Expenditure | -1,499 | -13,098 | -7,136 |
| Free Cash Flow | 34,944 | 67,254 | 73,904 |
| Net Income | -60,315 | 4,997 | 57,890 |
| Net Change in Cash | 365,527 | 154,696 | 237,569 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 559,075.120 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 589,381.669 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 573,279 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 133,351.206 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 142,386.625 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 137,586.148 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 118,808.532 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 127,242.243 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 122,761.451 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 241,130.158 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 254,201.430 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 247,256.318 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0.200 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0.210 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0.190 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 2 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: Tuya Inc. reported a nearly 30% year-over-year revenue increase in Q4 2024, as highlighted in the earnings call transcript. This growth outpaces many peers in the software and IoT solutions industry, reflecting strong market demand for its platform.
- Innovation and Ecosystem Expansion: The company’s focus on expanding its global footprint and developer ecosystem, as noted in the Q4 2024 earnings call, positions it as a leader in IoT cloud platform services. Investments in innovation are driving product differentiation.
- Solid Financial Position: Based on balance sheet data, Tuya maintains a healthy level of cash and cash equivalents alongside manageable debt-to-equity ratios (per Key Metrics TTM). This provides financial flexibility for future investments and operations.
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At what price to buy it? -
Intrinsic Value Calculator
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about TUYA valuation
Is Tuya Inc. (TUYA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Tuya Inc. (TUYA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TUYA a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TUYA trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TUYA’s P/E ratio?
You can see TUYA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TUYA?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TUYA a good long-term investment?
Whether TUYA fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TUYA
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Daily snapshot
-8.52
Trading Metrics:
| Open: | 1.75 | Previous Close: | 1.76 | |
| Day Low: | 1.61 | Day High: | 1.77 | |
| Year Low: | 1.6 | Year High: | 2.7 | |
| Price Avg 50: | 1.78 | Price Avg 200: | 2.11 | |
| Volume: | 7.732M | Average Volume: | 853788 |
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