Tuya Inc. Sponsored ADR (TUYA) vs Yext (YEXT)

Tuya Inc. Sponsored ADR and Yext are both Software Infrastructure companies. Tuya Inc. Sponsored ADR is the larger, with a market value of $885.1M against $757.0M — 1.2× the size. Tuya Inc. Sponsored ADR trades at the lower P/E: 14.9× against 33.1×. Tuya Inc. Sponsored ADR grew revenue faster over the last twelve months: 7.00% against −1.48%. Tuya Inc. Sponsored ADR has the higher net margin (20.2% vs 5.90%) and the higher return on invested capital (33.5% vs 23.9%). Across the 21 metrics below, Tuya Inc. Sponsored ADR leads on 16 and Yext on 5.

Valuation

Metric TUYA YEXT Software Infrastructure median
P/E 14.91 33.13 24.43
P/S 2.96 1.72 2.81
P/B 0.98 21.39 2.88
Price to free cash flow 19.77 14.40 17.94
EV/EBITDA 1.23 11.45 14.51
EV/Sales 0.10 1.86 2.91
Earnings yield 6.71% 3.02% 0.00%
Free cash flow yield 5.06% 6.95% 0.49%

Profitability

Metric TUYA YEXT Software Infrastructure median
Gross margin 47.24% 73.96% 57.45%
Operating margin 8.40% 8.33% 0.00%
Net margin 20.16% 5.90% 0.00%
Free cash flow margin 19.39% 11.96% 0.00%
Return on equity 6.74% 27.76% 0.00%
Return on assets 6.05% 4.71% 0.00%
Return on invested capital 33.49% 23.89% 0.00%

Growth

Metric TUYA YEXT Software Infrastructure median
Revenue growth (TTM) 7.00% (1.48%) 14.28%
EPS growth (last fiscal year) 800.00% 232.50% 18.26%
Revenue growth, 5-year CAGR 12.34% 4.72% 16.15%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TUYA YEXT Software Infrastructure median
Debt to equity 0.01 4.14 0.02
Current ratio 8.74 0.83 1.53
Net debt to EBITDA (74.76) (0.71) 0.05

Dividend

Metric TUYA YEXT Software Infrastructure median
Dividend yield 3.69% — 1.06%
Payout ratio 0.55 — 0.29

Size

Metric TUYA YEXT Software Infrastructure median
Market cap 885.07m 757.00m 661.51m

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