Reported Earnings • May 19
First quarter 2026 earnings released: EPS: JP¥62.82 (vs JP¥1.92 in 1Q 2025) First quarter 2026 results: EPS: JP¥62.82 (up from JP¥1.92 in 1Q 2025). Revenue: JP¥1.41b (up 31% from 1Q 2025). Net income: JP¥132.0m (up JP¥128.0m from 1Q 2025). Profit margin: 9.4% (up from 0.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 18
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to JP¥2,437, the stock trades at a trailing P/E ratio of 29.5x. Average trailing P/E is 20x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 212% over the past three years. New Risk • May 15
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10.0% average weekly change). Minor Risk Market cap is less than US$100m (JP¥4.68b market cap, or US$29.6m). Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,975, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 17x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 106% over the past three years. Reported Earnings • Feb 16
Full year 2025 earnings released: EPS: JP¥83.10 (vs JP¥33.17 loss in FY 2024) Full year 2025 results: EPS: JP¥83.10 (up from JP¥33.17 loss in FY 2024). Revenue: JP¥4.83b (up 12% from FY 2024). Net income: JP¥174.0m (up JP¥243.0m from FY 2024). Profit margin: 3.6% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Announcement • Feb 13
THECOO Inc., Annual General Meeting, Mar 26, 2026 THECOO Inc., Annual General Meeting, Mar 26, 2026. Announcement • Dec 27
THECOO Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026 THECOO Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026 Buy Or Sell Opportunity • Dec 22
Now 31% overvalued after recent price rise Over the last 90 days, the stock has risen 75% to JP¥2,208. The fair value is estimated to be JP¥1,689, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Dec 05
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 76% to JP¥2,078. The fair value is estimated to be JP¥1,692, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company has become profitable. Reported Earnings • Nov 17
Third quarter 2025 earnings released Third quarter 2025 results: EPS: JP¥40.47. Revenue: JP¥1.23b (up 11% from 3Q 2024). Net income: JP¥85.0m (up JP¥85.0m from 3Q 2024). Profit margin: 6.9% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to JP¥1,461, the stock trades at a trailing P/E ratio of 28.9x. Average forward P/E is 16x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 11% over the past three years. Valuation Update With 7 Day Price Move • Oct 23
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥1,195, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 16x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 43% over the past three years. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,001, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 16x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 46% over the past three years. New Risk • Oct 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.29b market cap, or US$15.6m). Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to JP¥1,228, the stock trades at a trailing P/E ratio of 24.3x. Average forward P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 35% over the past three years. Reported Earnings • Aug 15
Second quarter 2025 earnings released: EPS: JP¥10.04 (vs JP¥31.72 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥10.04 (up from JP¥31.72 loss in 2Q 2024). Revenue: JP¥1.12b (up 11% from 2Q 2024). Net income: JP¥21.0m (up JP¥87.0m from 2Q 2024). Profit margin: 1.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. New Risk • May 21
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.43b (US$9.96m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (JP¥1.43b market cap, or US$9.96m). Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change). Reported Earnings • May 19
First quarter 2025 earnings released: EPS: JP¥1.92 (vs JP¥40.42 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥1.92 (up from JP¥40.42 loss in 1Q 2024). Revenue: JP¥1.08b (up 9.7% from 1Q 2024). Net income: JP¥4.00m (up JP¥88.0m from 1Q 2024). Profit margin: 0.4% (up from net loss in 1Q 2024). Buy Or Sell Opportunity • Apr 16
Now 22% undervalued Over the last 90 days, the stock has risen 16% to JP¥791. The fair value is estimated to be JP¥1,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.7%. Revenue is forecast to grow by 9.9% in a year. Earnings are forecast to grow by 100% in the next year. Buy Or Sell Opportunity • Mar 28
Now 20% undervalued Over the last 90 days, the stock has risen 30% to JP¥817. The fair value is estimated to be JP¥1,022, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.7%. Reported Earnings • Feb 15
Full year 2024 earnings released: JP¥33.17 loss per share (vs JP¥368 loss in FY 2023) Full year 2024 results: JP¥33.17 loss per share (improved from JP¥368 loss in FY 2023). Revenue: JP¥4.33b (up 14% from FY 2023). Net loss: JP¥69.0m (loss narrowed 91% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings. Announcement • Feb 13
THECOO Inc., Annual General Meeting, Mar 26, 2025 THECOO Inc., Annual General Meeting, Mar 26, 2025. Announcement • Jan 17
THECOO Inc. to Report Fiscal Year 2024 Results on Feb 13, 2025 THECOO Inc. announced that they will report fiscal year 2024 results on Feb 13, 2025 New Risk • Nov 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (JP¥1.00b market cap, or US$6.54m). Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change). Announcement • Aug 28
THECOO Inc. to Report Q3, 2024 Results on Nov 13, 2024 THECOO Inc. announced that they will report Q3, 2024 results on Nov 13, 2024 Announcement • Jul 06
THECOO Inc. to Report Q2, 2024 Results on Aug 13, 2024 THECOO Inc. announced that they will report Q2, 2024 results on Aug 13, 2024 Reported Earnings • May 20
First quarter 2024 earnings released: JP¥40.42 loss per share (vs JP¥37.13 loss in 1Q 2023) First quarter 2024 results: JP¥40.42 loss per share (further deteriorated from JP¥37.13 loss in 1Q 2023). Revenue: JP¥981.0m (down 3.3% from 1Q 2023). Net loss: JP¥84.0m (loss widened 9.1% from 1Q 2023). Announcement • Apr 12
THECOO Inc. to Report Q1, 2024 Results on May 14, 2024 THECOO Inc. announced that they will report Q1, 2024 results on May 14, 2024 Announcement • Feb 16
THECOO Inc., Annual General Meeting, Mar 26, 2024 THECOO Inc., Annual General Meeting, Mar 26, 2024. Reported Earnings • Feb 16
Full year 2023 earnings released: JP¥368 loss per share (vs JP¥237 loss in FY 2022) Full year 2023 results: JP¥368 loss per share (further deteriorated from JP¥237 loss in FY 2022). Revenue: JP¥3.81b (down 11% from FY 2022). Net loss: JP¥764.0m (loss widened 57% from FY 2022). New Risk • Feb 13
New major risk - Revenue and earnings growth Earnings have declined by 42% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (JP¥1.04b market cap, or US$6.96m). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change). Breakeven Date Change • Dec 31
Forecast to breakeven in 2026 The analyst covering THECOO expects the company to break even for the first time. New forecast suggests the company will make a profit of JP¥400.0m in 2026. Average annual earnings growth of 61% is required to achieve expected profit on schedule. Announcement • Dec 10
THECOO Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024 THECOO Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024 New Risk • Aug 15
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.39b (US$9.52m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (JP¥1.39b market cap, or US$9.52m). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change). Reported Earnings • Aug 12
Second quarter 2023 earnings released: JP¥171 loss per share (vs JP¥40.11 loss in 2Q 2022) Second quarter 2023 results: JP¥171 loss per share (further deteriorated from JP¥40.11 loss in 2Q 2022). Revenue: JP¥883.0m (down 17% from 2Q 2022). Net loss: JP¥354.0m (loss widened 327% from 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Announcement • Jul 30
THECOO Inc. to Report Q2, 2023 Results on Aug 10, 2023 THECOO Inc. announced that they will report Q2, 2023 results on Aug 10, 2023 Reported Earnings • Jul 01
First quarter 2023 earnings released: JP¥37.13 loss per share (vs JP¥24.41 loss in 1Q 2022) First quarter 2023 results: JP¥37.13 loss per share (further deteriorated from JP¥24.41 loss in 1Q 2022). Revenue: JP¥1.02b (down 1.5% from 1Q 2022). Net loss: JP¥77.0m (loss widened 71% from 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Interactive Media and Services industry in Japan. Announcement • Feb 12
THECOO Inc., Annual General Meeting, Mar 28, 2023 THECOO Inc., Annual General Meeting, Mar 28, 2023. Announcement • Jan 19
THECOO Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2022 THECOO Inc. revised earnings guidance for the fiscal year ending December 31, 2022. For the year, the company expects net sales of JPY 4,200 million, operating loss of JPY 250 million, loss of JPY 300 million and loss per share of JPY 144.69. Announcement • Dec 06
THECOO Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023 THECOO Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023 Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Outside Audit & Supervisory Board Member Saori Igarashi was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Sep 28
THECOO Inc. to Report Q3, 2022 Results on Nov 11, 2022 THECOO Inc. announced that they will report Q3, 2022 results on Nov 11, 2022 Announcement • Jun 22
THECOO Inc. to Report Q2, 2022 Results on Aug 12, 2022 THECOO Inc. announced that they will report Q2, 2022 results on Aug 12, 2022 Buying Opportunity • Jun 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 8.8%. The fair value is estimated to be JP¥2,768, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 18%. Buying Opportunity • May 16
Now 31% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be JP¥2,861, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 18%. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Outside Audit & Supervisory Board Member Saori Igarashi was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
THECOO Inc. to Report Q1, 2022 Results on May 11, 2022 THECOO Inc. announced that they will report Q1, 2022 results on May 11, 2022 Announcement • Feb 12
THECOO Inc., Annual General Meeting, Mar 29, 2022 THECOO Inc., Annual General Meeting, Mar 29, 2022. Announcement • Jan 30
THECOO Inc. to Report Fiscal Year 2021 Results on Feb 10, 2022 THECOO Inc. announced that they will report fiscal year 2021 results on Feb 10, 2022 Announcement • Dec 23
THECOO Inc. has completed an IPO in the amount of ¥3.60504 billion. THECOO Inc. has completed an IPO in the amount of ¥3.60504 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 500,700
Price\Range: ¥7200
Discount Per Security: ¥576
Transaction Features: Sponsor Backed Offering Board Change • Dec 22
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.