← BackTuya Inc. · SoftwareTUYA
Low riskNext report: Not enough history
The short versionA profitable company with steady sales. Institutions are adding.
Going well
- Profitable, keeps 18% of sales as profit
- Brings in more cash than it spends
- No debt reported
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 2% to their holdings in the quarter ending June 2026 (37 bought, 31 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$1.64-1.2% that day
- Company value
- $1.0B
- Share price times all shares
- Price vs profit (P/E)
- 17.3x
- You pay about $17 for each $1 of yearly profit
- Price vs sales
- 3.1x
- Company value is 3.1 times a year of sales
- Cash vs value
- 89%
- A big cushion: cash is a large part of what the company is worth
From TUYA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.5.7%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.18.0%
- MissProfitable every yearSteady profits, not one good year.2 of 7 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$81.0M
- MissShare count not growingNot diluting owners. Falling means buybacks.+10.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.48.2%
- Revenue
- $321.8M
- +7.8% vs prior year
- 5-year growth
- +12.3%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 9.63x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.6
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+2.0%Institutions added 2.0% to their holdings. 37 bought, 31 sold. 2 quarters of net buying in a row.
Shares held by institutions149.8M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+3.5%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
612MNext reportNot enough history
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.