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Tuya Inc.

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
Building A, Huace Center, 10/F Xihu District, Hangzhou, 310012, China
86-84-4672-5646
www.tuya.com
時価総額
$1.32B
PER (TTM)
27.3
23
配当利回り
4.8%
52週高値
$4.63
52週安値
$1.87
52週レンジ
11%
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

Q3 2025 データ

売上高

$82.60M+1.20%
直近4四半期の推移

EPS

$0.02-418.18%
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)

TELUS International (Cda) Inc.TIXT
$2.73B
+2.6%
Playtika Holding Corp.PLTK
$2.73B
+7.5%
Benchmark Electronics, Inc.BHE
$2.66B
+0.1%

粗利益率 (最新四半期)

Rezolve AI LimitedRZLV
95.6%
+25.9pp
Radware Ltd.RDWR
80.7%
-0.1pp
A10 Networks, Inc.ATEN
78.7%
-0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BHE$2.08B83.32.2%19.7%
DGII$1.84B43.16.8%16.8%
ATEN$1.44B34.120.6%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
0.2%
緩やかな成長
4四半期純利益CAGR
15.2%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年2月25日
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年4月24日|
    売上高: $298.62M+29.8%
    |
    EPS: $0.01+107.9%
    予想を下回る

  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年4月24日|
    売上高: $229.99M+10.5%
    |
    EPS: $-0.11+57.7%
    予想を下回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年4月26日|
    売上高: $208.17M-31.1%
    |
    EPS: $-0.26+27.8%
    予想を下回る

  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年4月28日|
    売上高: $302.08M+67.9%
    |
    EPS: $-0.36-200.0%
    予想を下回る