Tuya Förvaltning
Förvaltning kriterier kontrolleras 3/4
Tuya VD är Jerry Wang, utsedd i Jan 2014, har en mandatperiod på 12.33 år. totala årliga ersättningen är $ 18.79M, bestående av 1.1% lön 98.9% bonusar, inklusive företagsaktier och optioner. äger direkt 19.36% av företagets aktier, värda $ 294.39M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 12.3 år respektive 3.8 år.
Viktig information
Jerry Wang
Verkställande direktör
US$18.8m
Total ersättning
| VD-lön i procent | 1.05% |
| Anställning som VD | 12.3yrs |
| Ägande av VD | 19.4% |
| Ledningens genomsnittliga anställningstid | 12.3yrs |
| Styrelsens genomsnittliga mandatperiod | 3.8yrs |
Senaste uppdateringar av ledningen
Recent updates
Analysuppdatering • 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
Ny analys • 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.Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalysartikel • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$175m |
Ersättning vs marknad: Jerry s total kompensation ($USD 18.79M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.47M ).
Ersättning vs inkomst: Ersättningen från Jerry har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Jerry Wang (42 yo)
12.3yrs
Anställning
US$18,789,000
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| 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 | inga uppgifter | inga uppgifter | |
| Company Secretary | no data | inga uppgifter | inga uppgifter | |
| Associate Director of Investor Relations | no data | inga uppgifter | inga uppgifter |
12.3yrs
Genomsnittlig anställningstid
42yo
Genomsnittlig ålder
Erfaren ledning: TUYA s ledningsgrupp är erfaren och erfaren ( 12.3 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| 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 | inga uppgifter | |
| Independent Non-Executive Director | 3.8yrs | US$50.00k | inga uppgifter |
3.8yrs
Genomsnittlig anställningstid
42yo
Genomsnittlig ålder
Erfaren styrelse: TUYA s styrelse anses vara erfaren ( 3.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/11 20:39 |
| Aktiekurs vid dagens slut | 2026/05/08 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Tuya Inc. bevakas av 9 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Yue Hang Chan | BofA Global Research |
| Liping Zhao | China International Capital Corporation Limited |
| Junyun Chen | Citic Securities Co., Ltd. |