Tuya Gestion
Gestion contrôle des critères 3/4
Le PDG Tuya est Jerry Wang, nommé en Jan2014, a un mandat de 12.33 ans. La rémunération annuelle totale est $ 18.79M, composée du salaire de 1.1% et des bonus 98.9%, y compris les actions et options de la société. détient directement 19.36% des actions de la société, d'une valeur de $ 294.39M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 12.3 ans et 3.8 ans.
Informations clés
Jerry Wang
Directeur général
US$18.8m
Rémunération totale
| Pourcentage du salaire du PDG | 1.05% |
| Durée du mandat du directeur général | 12.3yrs |
| Propriété du PDG | 19.4% |
| Durée moyenne d'occupation des postes de direction | 12.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.8yrs |
Mises à jour récentes de la gestion
Recent updates
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).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
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.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...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...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 AlphaRevenues 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...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...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 AlphaOptimistic 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...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 AlphaSentiment 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...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...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 AlphaTuya'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 AlphaTuya: 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 AlphaNot 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...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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | US$58m |
| Sep 30 2025 | n/a | n/a | US$48m |
| Jun 30 2025 | n/a | n/a | US$29m |
| Mar 31 2025 | n/a | n/a | US$20m |
| Dec 31 2024 | US$19m | US$198k | US$5m |
| Sep 30 2024 | n/a | n/a | -US$16m |
| Jun 30 2024 | n/a | n/a | -US$16m |
| Mar 31 2024 | n/a | n/a | -US$43m |
| Dec 31 2023 | US$19m | US$250k | -US$60m |
| Sep 30 2023 | n/a | n/a | -US$72m |
| Jun 30 2023 | n/a | n/a | -US$100m |
| Mar 31 2023 | n/a | n/a | -US$112m |
| Dec 31 2022 | US$19m | US$146k | -US$146m |
| Sep 30 2022 | n/a | n/a | -US$172m |
| Jun 30 2022 | n/a | n/a | -US$188m |
| Mar 31 2022 | n/a | n/a | -US$190m |
| Dec 31 2021 | US$18m | US$132k | -US$175m |
Rémunération vs marché: La rémunération totale de Jerry ($USD 18.79M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.47M ).
Rémunération et revenus: La rémunération de Jerry a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Jerry Wang (42 yo)
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 12.3yrs | US$18.79m | 19.36% $ 294.4m | |
| Founder | no data | US$136.00k | 4.7% $ 71.4m | |
| Co-founder | 12.3yrs | US$8.78m | 1.06% $ 16.1m | |
| VP of Finance & Executive Director | 1.5yrs | US$70.00k | 0.016% $ 237.5k | |
| Investor Relations Director | no data | pas de données | pas de données | |
| Company Secretary | no data | pas de données | pas de données | |
| Associate Director of Investor Relations | no data | pas de données | pas de données |
Gestion expérimentée: L'équipe dirigeante de TUYA est chevronnée et expérimentée (12.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | no data | US$18.79m | 19.36% $ 294.4m | |
| Founder | no data | US$136.00k | 4.7% $ 71.4m | |
| Co-founder | no data | US$8.78m | 1.06% $ 16.1m | |
| VP of Finance & Executive Director | 1.5yrs | US$70.00k | 0.016% $ 237.5k | |
| Independent Non-Executive Director | 3.8yrs | US$331.00k | 0.029% $ 440.2k | |
| Independent Non-Executive Director | 3.8yrs | US$50.00k | 0.0015% $ 23.4k | |
| Independent Non-Executive Director | 3.8yrs | US$50.00k | pas de données | |
| Independent Non-Executive Director | 3.8yrs | US$50.00k | pas de données |
Conseil d'administration expérimenté: Les membres du conseil d'administration de TUYA sont considérés comme expérimentés (ancienneté moyenne 3.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 21:14 |
| Cours de l'action en fin de journée | 2026/05/08 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Tuya Inc. est couverte par 9 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Yue Hang Chan | BofA Global Research |
| Liping Zhao | China International Capital Corporation Limited |
| Junyun Chen | Citic Securities Co., Ltd. |