Tuya Inc.
NYSE•TUYA
CEO: Mr. Xueji Wang
セクター: Technology
業種: Software - Infrastructure
上場日: 2021-03-19
Tuya Inc. offers purpose-built Internet of Things (IoT) cloud development platform in the People's Republic of China and internationally. The company provides platform-as-a-service that enables business, original equipment manufacturers, brands, and developers to develop, launch, manage, and monetize software-enabled smart devices and services; and industry software-as-a-service, which enables businesses to deploy, connect, and manage various types of smart devices. It also offers cloud-based software value-added services that provides end users with smart features, such as cloud storage; and Cube Smart Private Cloud Solution which enables conglomerates to build their own autonomous and controllable IoT platforms; and could-based services to businesses, developers, and end users to develop and manage IoT experiences. In addition, the company provides smart solutions for IoT devices that integrates software capabilities; and enables developers to activate an IoT ecosystem of brands, OEMs, partners, and end users to engage and communicate through a range of smart devices, as well as sells finished smart devices. It offers its solutions to smart home, smart business, renewable energy, education, agriculture, outdoors and sport, and entertainment industries. The company was incorporated in 2014 and is based in Hangzhou, the People's Republic of China.
連絡先情報
時価総額
$1.48B
PER (TTM)
25.7
24.4
配当利回り
4.3%
52週高値
$4.17
52週安値
$1.87
52週レンジ
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025
財務ダッシュボード
Q4 2025 データ
売上高
$84.86M+0.00%
直近4四半期の推移
EPS
$0.03+0.00%
直近4四半期の推移
フリーCF
$0.00+0.00%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
Achieved First GAAP Net Profit GAAP net profit reached US$5.0M in 2024, marking a historic financial milestone after prior losses.
Total Revenue Increased 29.8% Total revenue hit US$298.6M in 2024, driven by strong growth across IoT PaaS and Smart Solution segments.
IoT PaaS Margin Expansion IoT PaaS gross margin improved to 47.1% in 2024; net expansion rate ended at 122%.
Strong Operating Cash Flow Generated US$80.4M in positive operating cash flow in 2024, supporting liquidity and dividend payments.
リスク要因
PRC VIE Structure Uncertainty PRC government scrutiny of VIE structure creates substantial uncertainty regarding enforceability and consolidation basis.
Regulatory Scrutiny and Compliance Evolving global data privacy, cybersecurity laws, and PRC regulatory actions pose ongoing compliance challenges and costs.
Customer Concentration Risk Reliance on top customers presents risk; five largest customers accounted for 13.0% of 2024 total revenue.
Supply Chain and Inventory Risks Dependence on third-party suppliers for modules creates risks of cost increases, supply disruption, and quality issues.
見通し
Advancing AI Agent Platform Launching AI Agent development platform to enable LLM integration, accelerating personalized AI device innovation.
Expanding Developer Ecosystem Committed to nurturing developer community, which reached 1.32 million registered users by end of 2024.
Continued Customer Focus Strategy focuses on expanding usage within existing large, diversified customer base for long-term revenue growth.
Initiated Shareholder Dividends Board approved dividend payments in 2024 (US$0.0589/share) and early 2025 (US$0.0608/share).
同業比較
売上高 (TTM)
$2.76B
$2.73B
$2.66B
粗利益率 (最新四半期)
95.6%
80.7%
78.7%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| BHE | $1.90B | 76.4 | 2.2% | 19.7% |
| DGII | $1.85B | 43.2 | 6.8% | 16.8% |
| ATEN | $1.50B | 35.6 | 20.6% | 34.7% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.3%
緩やかな成長
4四半期純利益CAGR
20.8%
収益性の大幅な改善
キャッシュフロー安定性
50%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年5月19日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし