Comprehensive Stock Comparison
Compare Tuya Inc. (TUYA) vs Nutanix, Inc. (NTNX) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TUYA | 29.8% revenue growth vs NTNX's 18.1% |
| Value | TUYA | Lower P/E (20.0x vs 21.1x) |
| Quality / Margins | NTNX | 9.9% net margin vs TUYA's 9.1% |
| Stability / Safety | NTNX | Beta 1.25 vs TUYA's 1.54 |
| Dividends | TUYA | 2.2% yield; 1-year raise streak; NTNX pays no meaningful dividend |
| Momentum (1Y) | TUYA | -21.9% vs NTNX's -50.2% |
| Efficiency (ROA) | NTNX | 8.2% ROA vs TUYA's 2.6%, ROIC 6.9% vs -8.5% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Tuya is a global Internet of Things cloud platform provider that enables brands and manufacturers to develop, launch, and manage smart devices. It generates revenue primarily through its IoT Platform-as-a-Service (PaaS) and industry Software-as-a-Service (SaaS) offerings, along with cloud-based value-added services and sales of finished smart devices. The company's competitive advantage lies in its comprehensive, open IoT ecosystem that connects diverse devices and brands—creating network effects as more manufacturers adopt its platform.
Nutanix provides a hyperconverged infrastructure platform that combines computing, storage, and virtualization into a single software solution. It generates revenue primarily through subscription software licenses — about 90% of total revenue — with the remainder from hardware sales and support services. The company's key advantage is its software-defined architecture that simplifies data center management and enables seamless hybrid cloud operations.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
NTNX leads in 2 of 6 categories (Financial Metrics, Total Returns). TUYA leads in 1 (Valuation Metrics). 2 tied.
Financial Metrics (TTM)
NTNX is the larger business by revenue, generating $2.7B annually — 8.4x TUYA's $318M. Profitability is closely matched — net margins range from 9.9% (NTNX) to 9.1% (TUYA).
| Metric | TUYATuya Inc. | NTNXNutanix, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $318M | $2.7B |
| EBITDAEarnings before interest/tax | -$21M | $288M |
| Net IncomeAfter-tax profit | $29M | $267M |
| Free Cash FlowCash after capex | $82M | $777M |
| Gross MarginGross profit ÷ Revenue | +47.7% | +87.1% |
| Operating MarginEBIT ÷ Revenue | -6.7% | +8.0% |
| Net MarginNet income ÷ Revenue | +9.1% | +9.9% |
| FCF MarginFCF ÷ Revenue | +25.6% | +28.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.3% | +10.4% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +89.5% |
Valuation Metrics
At 58.9x trailing earnings, NTNX trades at a 80% valuation discount to TUYA's 300.0x P/E.
| Metric | TUYATuya Inc. | NTNXNutanix, Inc. |
|---|---|---|
| Market CapShares × price | $179M | $10.4B |
| Enterprise ValueMkt cap + debt − cash | -$470M | $11.1B |
| Trailing P/EPrice ÷ TTM EPS | 300.00x | 58.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.00x | 21.13x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 45.16x |
| Price / SalesMarket cap ÷ Revenue | 0.60x | 4.08x |
| Price / BookPrice ÷ Book value/share | 1.50x | — |
| Price / FCFMarket cap ÷ FCF | 2.66x | 13.81x |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), TUYA scores 7/9 vs NTNX's 6/9, reflecting strong financial health.
| Metric | TUYATuya Inc. | NTNXNutanix, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +2.9% | — |
| ROA (TTM)Return on assets | +2.6% | +8.2% |
| ROICReturn on invested capital | -8.5% | +6.9% |
| ROCEReturn on capital employed | -4.8% | +12.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.00x | — |
| Net DebtTotal debt minus cash | -$649M | $713M |
| Cash & Equiv.Liquid assets | $653M | $770M |
| Total DebtShort + long-term debt | $5M | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | — | 12.48x |
Total Returns (with DRIP)
A $10,000 investment in NTNX five years ago would be worth $12,465 today (with dividends reinvested), compared to $1,085 for TUYA. Over the past 12 months, TUYA leads with a -21.9% total return vs NTNX's -50.2%. The 3-year compound annual growth rate (CAGR) favors NTNX at 10.7% vs TUYA's 9.4% — a key indicator of consistent wealth creation.
| Metric | TUYATuya Inc. | NTNXNutanix, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +16.4% | -24.3% |
| 1-Year ReturnPast 12 months | -21.9% | -50.2% |
| 3-Year ReturnCumulative with dividends | +31.1% | +35.5% |
| 5-Year ReturnCumulative with dividends | -89.1% | +24.6% |
| 10-Year ReturnCumulative with dividends | -89.1% | +3.5% |
| CAGR (3Y)Annualised 3-year return | +9.4% | +10.7% |
Risk & Volatility
NTNX is the less volatile stock with a 1.25 beta — it tends to amplify market swings less than TUYA's 1.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TUYA currently trades 61.2% from its 52-week high vs NTNX's 45.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TUYATuya Inc. | NTNXNutanix, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.54x | 1.25x |
| 52-Week HighHighest price in past year | $4.17 | $83.36 |
| 52-Week LowLowest price in past year | $1.87 | $35.39 |
| % of 52W HighCurrent price vs 52-week peak | +61.2% | +45.9% |
| RSI (14)Momentum oscillator 0–100 | 60.4 | 43.7 |
| Avg Volume (50D)Average daily shares traded | 905K | 3.5M |
Analyst Outlook
Wall Street rates TUYA as "Buy" and NTNX as "Buy". Consensus price targets imply 58.2% upside for NTNX (target: $61) vs 41.6% for TUYA (target: $4). TUYA is the only dividend payer here at 2.19% yield — a key consideration for income-focused portfolios.
| Metric | TUYATuya Inc. | NTNXNutanix, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $3.61 | $60.55 |
| # AnalystsCovering analysts | 2 | 31 |
| Dividend YieldAnnual dividend ÷ price | +2.2% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $0.06 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +3.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 21 | Feb 26 | Change |
|---|---|---|---|
| Tuya Inc. (TUYA) | 100 | 8.36 | -91.6% |
| Nutanix, Inc. (NTNX) | 100 | 147.32 | +47.3% |
Nutanix, Inc. (NTNX) returned +25% over 5 years vs Tuya Inc. (TUYA)'s -89%. A $10,000 investment in NTNX 5 years ago would be worth $12,465 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Tuya Inc. (TUYA) | $106M | $299M | +182.3% |
| Nutanix, Inc. (NTNX) | $503M | $2.5B | +404.1% |
Nutanix, Inc.'s revenue grew from $503M (2016) to $2.5B (2025) — a 19.7% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Tuya Inc. (TUYA) | -66.6% | 1.7% | +102.5% |
| Nutanix, Inc. (NTNX) | -21.5% | 7.4% | +134.5% |
Nutanix, Inc.'s net margin went from -22% (2016) to 7% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Tuya Inc. (TUYA) | -0.13 | 0.01 | +106.5% |
| Nutanix, Inc. (NTNX) | -0.79 | 0.65 | +182.3% |
Nutanix, Inc.'s EPS grew from $-0.79 (2016) to $0.65 (2025).
Chart 5Free Cash Flow — 5 Years
Tuya Inc. generated $67M FCF in 2024 (+151% vs 2021). Nutanix, Inc. generated $750M FCF in 2025 (+573% vs 2021).
TUYA vs NTNX: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is TUYA or NTNX a better buy right now?
Nutanix, Inc. (NTNX) offers the better valuation at 58.9x trailing P/E (21.1x forward), making it the more compelling value choice. Analysts rate Tuya Inc. (TUYA) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TUYA or NTNX?
On trailing P/E, Nutanix, Inc. (NTNX) is the cheapest at 58.9x versus Tuya Inc. at 300.0x. On forward P/E, Tuya Inc. is actually cheaper at 20.0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — TUYA or NTNX?
Over the past 5 years, Nutanix, Inc. (NTNX) delivered a total return of +24.6%, compared to -89.1% for Tuya Inc. (TUYA). A $10,000 investment in NTNX five years ago would be worth approximately $12K today (assuming dividends reinvested). Over 10 years, the gap is even starker: NTNX returned +3.5% versus TUYA's -89.1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TUYA or NTNX?
By beta (market sensitivity over 5 years), Nutanix, Inc. (NTNX) is the lower-risk stock at 1.25β versus Tuya Inc.'s 1.54β — meaning TUYA is approximately 23% more volatile than NTNX relative to the S&P 500.
05Which has better profit margins — TUYA or NTNX?
Nutanix, Inc. (NTNX) is the more profitable company, earning 7.4% net margin versus 1.7% for Tuya Inc. — meaning it keeps 7.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NTNX leads at 6.8% versus -15.9% for TUYA. At the gross margin level — before operating expenses — NTNX leads at 86.8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is TUYA or NTNX more undervalued right now?
On forward earnings alone, Tuya Inc. (TUYA) trades at 20.0x forward P/E versus 21.1x for Nutanix, Inc. — 1.1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NTNX: 58.2% to $60.55.
07Which pays a better dividend — TUYA or NTNX?
In this comparison, TUYA (2.2% yield) pays a dividend. NTNX does not pay a meaningful dividend and should not be held primarily for income.
08Is TUYA or NTNX better for a retirement portfolio?
For long-horizon retirement investors, Tuya Inc. (TUYA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.2% yield). Both have compounded well over 10 years (TUYA: -89.1%, NTNX: +3.5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between TUYA and NTNX?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. TUYA pays a dividend while NTNX does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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