Added to YB: 2025-07-10
Pitch date: 2025-07-04
TUYA [bullish]
Tuya Inc.
-15.8%
current return
Author Info
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Company Info
Tuya Inc. provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.
Market Cap
$1.5B
Pitch Price
$18.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.34
P/E
24.61
EV/Sales
1.73
Sector
Software
Category
growth
Show full summary:
Weird Shit Investing 2025 - Tuya Inc.
TUYA: IoT PaaS leader (16% market share) with headwinds reversing. $1.5B market cap with $1B net cash (90% outside China). 2024: $300M revenue, $23M net income, $67M FCF. Targeting 10%+ OPM in 2-3 years. Est. 2029: $600M revenue, 16% EBITDA margins. Temasek-backed PE invested $100M. Dual-listed (US/HK).
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