TUYATuya Inc.

$1.83

Is the business good?

How good a business is TUYA?

Tuya Inc. earns 13% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

13%

Return on invested capital · cost of capital 9.0% · 3.9 points above what the capital costs: growth creates value

Operating margin
3.6%

Operating margin · Software - Infrastructure median 6.1% · fiscal year to FY2025

Cash conversion
1.28×

Cash conversion · every dollar of reported profit arrived as cash, and more

Share count, year on year
+3.9%

Share count, year on year · shareholders own a smaller slice than a year ago

Operating margin by fiscal year
YearOperating margin
FY2020−39%
FY2021−61%
FY2022−81%
FY2023−46%
FY2024−16%
FY20253.6%
Details
Gross marginfiscal year to FY2025
48%
Operating marginfiscal year to FY2025
3.6%
Net marginfiscal year to FY2025
18%
Free cash flow margin
23%
R&D as % of revenue
28%
Revenue, trailing twelve months
$322M
Free cash flow, trailing twelve months
$74M
Net income, trailing twelve months
$58M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
13%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.