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THECOO Inc. (JP:4255)
:4255
Japanese Market
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THECOO Inc. (4255) AI Stock Analysis

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JP:4255

THECOO Inc.

(4255)

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Neutral 67 (OpenAI - 5.2)
Rating:67Neutral
Price Target:
¥4,036.00
▲(82.79% Upside)
Action:Downgraded
Date:08/17/26
The score is driven primarily by improving fundamentals (profitability and cash flow rebound in 2025 plus a low-leverage balance sheet). Technicals are supportive due to a strong uptrend, but extremely overbought readings (RSI/Stoch) add near-term risk. Valuation is moderate on P/E, with no dividend yield data to add support.
Positive Factors
Revenue and Profit Inflection
The sharp 2025 revenue increase and return to profitability indicate stronger product demand and operating leverage. If sustained, this can establish a healthier earnings base, although additional periods of execution are needed to confirm the turnaround.
Negative Factors
Unproven Earnings Durability
The recent profit recovery follows a prolonged period of losses and sizable earnings swings. This history suggests the business model has not yet demonstrated dependable profitability through different operating conditions, increasing execution risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Profit Inflection
The sharp 2025 revenue increase and return to profitability indicate stronger product demand and operating leverage. If sustained, this can establish a healthier earnings base, although additional periods of execution are needed to confirm the turnaround.
Read all positive factors

THECOO Inc. (4255) vs. iShares MSCI Japan ETF (EWJ)

THECOO Inc. Business Overview & Revenue Model

Company Description
Established in 2014 and based in Tokyo, Japan, THECOO Inc. specializes in the creation and management of fan community platforms. Key services include Fanicon, a membership-based mobile application designed to cultivate engagement between fans and...

THECOO Inc. Financial Statement Overview

Summary
Financial performance is improving, led by a sharp profitability inflection in 2025 (strong revenue growth, return to positive operating profit and net income) and better gross margin (~46%). Balance sheet is conservatively financed with effectively negligible debt and improved ROE (~32%). The key constraint is durability: prior years showed meaningful swings in profitability and cash flow, so the turnaround is not yet fully proven.
Income Statement
64
Positive
Balance Sheet
72
Positive
Cash Flow
66
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue5.17B4.83B4.33B3.81B4.28B3.48B
Gross Profit2.45B2.23B1.83B1.51B1.67B1.29B
EBITDA413.65M253.63M-18.76M-516.00M-394.85M-67.36M
Net Income303.34M174.50M-69.00M-764.00M-488.47M-109.20M
Balance Sheet
Total Assets3.74B3.35B2.67B2.37B3.00B3.22B
Cash, Cash Equivalents and Short-Term Investments2.37B2.04B1.60B1.52B1.84B2.04B
Total Debt0.000.004.51M25.86M55.30M106.72M
Total Liabilities3.07B2.81B2.32B1.94B1.82B1.53B
Stockholders Equity673.96M540.86M354.39M423.49M1.19B1.70B
Cash Flow
Free Cash Flow0.00543.87M103.63M-289.00M-31.69M147.54M
Operating Cash Flow0.00549.97M225.41M-267.00M188.66M275.37M
Investing Cash Flow0.00-102.00M-131.26M-28.09M-344.91M-127.99M
Financing Cash Flow0.00-4.30M-21.04M-29.10M-55.92M1.30B

THECOO Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2208.00
Price Trends
50DMA
2698.66
Positive
100DMA
2459.06
Positive
200DMA
2194.52
Positive
Market Momentum
MACD
284.75
Negative
RSI
68.96
Neutral
STOCH
43.63
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4255, the sentiment is Positive. The current price of 2208 is below the 20-day moving average (MA) of 3049.85, below the 50-day MA of 2698.66, and above the 200-day MA of 2194.52, indicating a bullish trend. The MACD of 284.75 indicates Negative momentum. The RSI at 68.96 is Neutral, neither overbought nor oversold. The STOCH value of 43.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4255.

THECOO Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
¥7.49B7.041.74%5.90%-3.80%
67
Neutral
¥7.26B17.5220.26%287.06%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
52
Neutral
¥3.60B-7.703.41%6.75%-1135.19%
51
Neutral
¥2.18B-21.0910.82%84.33%
46
Neutral
¥2.20B-10.17-13.49%-80.41%
41
Neutral
¥5.03B-8.37-4.39%-29.99%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:4255
THECOO Inc.
3,480.00
2,249.00
182.70%
JP:2138
CROOZ, Inc.
457.00
-179.00
-28.14%
JP:4174
Appirits Inc.
863.00
109.01
14.46%
JP:4199
WonderPlanet Inc.
859.00
-461.00
-34.92%
JP:4424
Amazia, Inc.
357.00
55.00
18.21%
JP:5244
jig.jp co.,ltd.
183.00
-117.08
-39.02%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 17, 2026