Tuya Inc.

NYSE:TUYA Lagerbericht

Marktkapitalisierung: US$1.5b

Tuya Management

Management Kriterienprüfungen 3/4

Tuya CEO ist Jerry Wang , ernannt in Jan 2014, hat eine Amtszeit von 12.33 Jahren. Die jährliche Gesamtvergütung beträgt $18.79M , bestehend aus 1.1% Gehalt und 98.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 19.36% der Aktien des Unternehmens, im Wert von $294.39M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 12.3 Jahre bzw. 3.8 Jahre.

Wichtige Informationen

Jerry Wang

Geschäftsführender

US$18.8m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts1.05%
Amtszeit als Geschäftsführer12.3yrs
Eigentum des Geschäftsführers19.4%
Durchschnittliche Amtszeit des Managements12.3yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder3.8yrs

Jüngste Management Updates

Recent updates

Analyse-Update May 03

TUYA: AI Ecosystems And Cash Returns Will Drive Future Upside

Analysts now place Tuya's fair value at $3.43, compared with the prior $3.32, reflecting updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Board meeting scheduled for May 11, 2026 to review unaudited results for the quarter ended March 31, 2026 and to address other business items (Board Meeting).
Seeking Alpha Feb 13

Tuya: Profitable, Cash-Rich, And Still Trading Near 1x EV/Sales

Summary Reiterating buy on Tuya Inc. due to strong margins, disciplined capital allocation, and robust cash generation despite muted revenue growth. TUYA’s SaaS segment is driving higher-margin growth, while management prioritizes earnings quality over headline revenue expansion. AI is deeply embedded in TUYA’s platform, with 94% of shipped devices AI-enabled and 135 million daily AI interactions, though full monetization remains an upside lever. With an EV/sales of 1.1x and net cash near $1B, TUYA’s risk-reward skews favorably as long as profitability and capital discipline persist. Read the full article on Seeking Alpha
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Neue Analyse Apr 23

Advancing AI, Hardware And Ecosystems Will Shape Our Future

Expansion into hardware solutions and AI R&D could drive smart device penetration and boost revenue growth across various sectors.
Analyseartikel Apr 05

Investors Give Tuya Inc. (NYSE:TUYA) Shares A 30% Hiding

The Tuya Inc. ( NYSE:TUYA ) share price has softened a substantial 30% over the previous 30 days, handing back much of...
Analyseartikel Mar 05

Shareholders Can Be Confident That Tuya's (NYSE:TUYA) Earnings Are High Quality

Investors were underwhelmed by the solid earnings posted by Tuya Inc. ( NYSE:TUYA ) recently. Our analysis says that...
Seeking Alpha Feb 26

Tuya: Lock In The Rapid Returns, Hold A House Position

Summary Tuya Inc. was recommended for a speculative trade at $1-$1.50 in November, now suggesting taking profit and holding a house position. Q4 earnings showed strong revenue growth of 27.5% YOY to $82.1 million, with margin expansion and a $1 million top-line beat. Segment performance was robust, with IoT PaaS revenue up 25.7%, SaaS revenue up 21.1%, and Smart Solutions revenue up 45.5%. Despite reported losses, adjusted net income surged 75.8% YOY to $22.1 million, and the company is now consistently profitable on an adjusted basis. How to handle TUYA stock from here. Read the full article on Seeking Alpha
Analyseartikel Feb 14

Revenues Not Telling The Story For Tuya Inc. (NYSE:TUYA) After Shares Rise 79%

Tuya Inc. ( NYSE:TUYA ) shareholders have had their patience rewarded with a 79% share price jump in the last month...
Analyseartikel Dec 10

Improved Revenues Required Before Tuya Inc. (NYSE:TUYA) Stock's 26% Jump Looks Justified

Despite an already strong run, Tuya Inc. ( NYSE:TUYA ) shares have been powering on, with a gain of 26% in the last...
Seeking Alpha Oct 17

Tuya: Staying Positive On Shareholder Return And Financial Improvement Potential

Summary My Buy rating for Tuya Inc. is unchanged, considering the potential for an improvement in the company's future financial performance and capital return. Tuya's recent special dividend distribution increases the likelihood of the company paying out recurring dividends in the coming years. I expect Tuya to achieve faster revenue growth and profit margin expansion going forward, considering the favorable change in the client mix and the positive effects of operating leverage. Read the full article on Seeking Alpha
Analyseartikel Oct 06

Optimistic Investors Push Tuya Inc. (NYSE:TUYA) Shares Up 31% But Growth Is Lacking

Tuya Inc. ( NYSE:TUYA ) shareholders would be excited to see that the share price has had a great month, posting a 31...
Seeking Alpha Aug 07

Harnessing AI And Smart Lighting: Tuya's Path To Market Growth

Summary Tuya Inc. is a leader in the smart home and IoT sector, utilizing advanced smart lighting solutions and generative AI technology. Despite competition from big companies like Google and Amazon, Tuya's strategic alliances and innovation make it resilient and poised for growth. Tuya's financial performance shows significant revenue growth and improved profitability, with my forecasts indicating an 18% rise in revenue and a positive valuation. Read the full article on Seeking Alpha
Analyseartikel Jul 15

Sentiment Still Eluding Tuya Inc. (NYSE:TUYA)

There wouldn't be many who think Tuya Inc.'s ( NYSE:TUYA ) price-to-sales (or "P/S") ratio of 3.9x is worth a mention...
Analyseartikel May 23

Tuya Inc. (NYSE:TUYA) Just Reported First-Quarter Earnings And Analysts Are Lifting Their Estimates

Shareholders might have noticed that Tuya Inc. ( NYSE:TUYA ) filed its first-quarter result this time last week. The...
Seeking Alpha May 21

Tuya: This Speculative Stock Should Be On Your Radar

Summary Tuya Inc. reported strong Q1 earnings with total revenue increasing by 29.9% year-over-year. The Internet of Things PaaS segment saw a significant revenue jump of 35.7%. Tuya's margins expanded, operating expenses declined, and the company moved closer to breakeven, showing positive EPS. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

Tuya's Losses Narrow, But Stock Still Looks Pricey

Summary Tuya’s revenue jumped 42.2% in last year’s fourth quarter, with its platform as a service business as the biggest contributor. The company’s stock could be vulnerable if major shareholder Tencent decides to sell down its stake, or if the company gets caught in a flareup of China-U.S. tensions. Despite its stock gains last year, Tuya shares still trade about 20% below the HK$19.30 price for the company’s Hong Kong listing in 2022, which complemented its listing in New York a year earlier. Read the full article on Seeking Alpha
Seeking Alpha Feb 22

Tuya: Positive Short-Term And Long-Term Outlook (Rating Upgrade)

Summary TUYA's prospects for the near term are good, considering the company's focus on profitability improvement and the fact that the inventory overhang issue has become a thing of the past. The company's outlook for the long run is favorable, taking into account the low industry penetration levels and the decrease in competitive intensity driven by competitors' exit. I upgrade my rating for TUYA to a Buy in view of its outlook and valuations. Read the full article on Seeking Alpha
Analyseartikel Feb 10

Not Many Are Piling Into Tuya Inc. (NYSE:TUYA) Stock Yet As It Plummets 26%

Tuya Inc. ( NYSE:TUYA ) shares have had a horrible month, losing 26% after a relatively good period beforehand. Instead...
Seeking Alpha Nov 29

Tuya: Capital Allocation Approach Draws Attention

Summary TUYA's recent Q3 2023 results bring the company's capital allocation strategy into the spotlight. Tuya's third quarter non-GAAP adjusted earnings beat expectations, but the company would have been loss-making without the interest income derived from its cash. The stock's valuations are undemanding, so it might have been better for TUYA to allocate capital to share buybacks rather than retain a substantial amount of cash to earn interest. I have decided to maintain my Hold rating for Tuya stock, considering both positives and negatives associated with its current capital allocation approach. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Jerry Wang im Vergleich zu den Einnahmen von Tuya verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025n/an/a

US$58m

Sep 30 2025n/an/a

US$48m

Jun 30 2025n/an/a

US$29m

Mar 31 2025n/an/a

US$20m

Dec 31 2024US$19mUS$198k

US$5m

Sep 30 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$16m

Mar 31 2024n/an/a

-US$43m

Dec 31 2023US$19mUS$250k

-US$60m

Sep 30 2023n/an/a

-US$72m

Jun 30 2023n/an/a

-US$100m

Mar 31 2023n/an/a

-US$112m

Dec 31 2022US$19mUS$146k

-US$146m

Sep 30 2022n/an/a

-US$172m

Jun 30 2022n/an/a

-US$188m

Mar 31 2022n/an/a

-US$190m

Dec 31 2021US$18mUS$132k

-US$175m

Vergütung im Vergleich zum Markt: JerryDie Gesamtvergütung ($USD18.79M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD5.47M).

Entschädigung vs. Einkommen: JerryDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Jerry Wang (42 yo)

12.3yrs
Amtszeit
US$18,789,000
Vergütung

Mr. Xueji Wang, also known as Jerry, serves as Chief Executive Officer and Director of Tuya Inc. and serves as its Director and serves as its Co-Chairman. Mr. Wang founded Tuya in 2014. Prior to founding T...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Xueji Wang
Founder12.3yrsUS$18.79m19.36%
$ 294.4m
Liaohan Chen
Founderno dataUS$136.00k4.7%
$ 71.4m
Yi Yang
Co-founder12.3yrsUS$8.78m1.06%
$ 16.1m
Yan Zhang
VP of Finance & Executive Director1.5yrsUS$70.00k0.016%
$ 237.5k
Reg Chai
Investor Relations Directorno datakeine Datenkeine Daten
King Yin Tang
Company Secretaryno datakeine Datenkeine Daten
Xuechen Wang
Associate Director of Investor Relationsno datakeine Datenkeine Daten
12.3yrs
Durchschnittliche Betriebszugehörigkeit
42yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von TUYA ist erfahren und erfahren (durchschnittliche Amtszeit von 12.3 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Xueji Wang
Founderno dataUS$18.79m19.36%
$ 294.4m
Liaohan Chen
Founderno dataUS$136.00k4.7%
$ 71.4m
Yi Yang
Co-founderno dataUS$8.78m1.06%
$ 16.1m
Yan Zhang
VP of Finance & Executive Director1.5yrsUS$70.00k0.016%
$ 237.5k
Xuande Huang
Independent Non-Executive Director3.8yrsUS$331.00k0.029%
$ 440.2k
Changheng Qiu
Independent Non-Executive Director3.8yrsUS$50.00k0.0015%
$ 23.4k
Meng Xiong Kuok
Independent Non-Executive Director3.8yrsUS$50.00kkeine Daten
Pak Tung Yip
Independent Non-Executive Director3.8yrsUS$50.00kkeine Daten
3.8yrs
Durchschnittliche Betriebszugehörigkeit
42yo
Durchschnittliches Alter

Erfahrener Vorstand: TUYADie Vorstandsmitglieder gelten als erfahren (3.8 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/11 18:32
Aktienkurs zum Tagesende2026/05/08 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

Tuya Inc. wird von 9 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Yue Hang ChanBofA Global Research
Liping ZhaoChina International Capital Corporation Limited
Junyun ChenCitic Securities Co., Ltd.