note（5243）株式概要株式会社ノートは、日本でメディアプラットフォーム事業、IPコンテンツ事業、コンテンツ制作事業を行っている。 詳細5243 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績5/6財務の健全性5/6配当金0/6報酬過去1年間で収益は586.2%増加しました リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見る5243 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.22k125.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-672m4b2016201920222025202620282031Revenue JP¥4.4bEarnings JP¥727.4mAdvancedSet Fair ValueView all narrativesnote inc. 競合他社ZIGExNSymbol: TSE:3679Market cap: JP¥39.6bMTISymbol: TSE:9438Market cap: JP¥31.7bgifteeSymbol: TSE:4449Market cap: JP¥33.7bPortSymbol: TSE:7047Market cap: JP¥31.5b価格と性能株価の高値、安値、推移の概要note過去の株価現在の株価JP¥2,216.0052週高値JP¥3,405.0052週安値JP¥1,152.00ベータ0.971ヶ月の変化-13.81%3ヶ月変化2.59%1年変化33.49%3年間の変化300.72%5年間の変化n/aIPOからの変化404.78%最新ニュースValuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,558, the stock trades at a trailing P/E ratio of 67.9x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 355% over the past three years.New Risk • Apr 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).Reported Earnings • Apr 15First quarter 2026 earnings released: EPS: JP¥15.94 (vs JP¥2.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.94 (up from JP¥2.19 in 1Q 2025). Revenue: JP¥1.22b (up 24% from 1Q 2025). Net income: JP¥291.0m (up JP¥255.5m from 1Q 2025). Profit margin: 24% (up from 3.6% in 1Q 2025). The increase in margin was primarily driven by higher revenue.お知らせ • Apr 11note inc. announced that it has received ¥2.212 billion in funding from Kadokawa CorporationOn April 9, 2026, note inc. closed the transaction.お知らせ • Apr 07note inc. to Report Q1, 2026 Results on Apr 14, 2026note inc. announced that they will report Q1, 2026 results on Apr 14, 2026Reported Earnings • Mar 03Full year 2025 earnings released: EPS: JP¥26.79 (vs JP¥6.38 in FY 2024)Full year 2025 results: EPS: JP¥26.79 (up from JP¥6.38 in FY 2024). Revenue: JP¥4.14b (up 25% from FY 2024). Net income: JP¥440.0m (up 349% from FY 2024). Profit margin: 11% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,558, the stock trades at a trailing P/E ratio of 67.9x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 355% over the past three years.New Risk • Apr 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).Reported Earnings • Apr 15First quarter 2026 earnings released: EPS: JP¥15.94 (vs JP¥2.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.94 (up from JP¥2.19 in 1Q 2025). Revenue: JP¥1.22b (up 24% from 1Q 2025). Net income: JP¥291.0m (up JP¥255.5m from 1Q 2025). Profit margin: 24% (up from 3.6% in 1Q 2025). The increase in margin was primarily driven by higher revenue.お知らせ • Apr 11note inc. announced that it has received ¥2.212 billion in funding from Kadokawa CorporationOn April 9, 2026, note inc. closed the transaction.お知らせ • Apr 07note inc. to Report Q1, 2026 Results on Apr 14, 2026note inc. announced that they will report Q1, 2026 results on Apr 14, 2026Reported Earnings • Mar 03Full year 2025 earnings released: EPS: JP¥26.79 (vs JP¥6.38 in FY 2024)Full year 2025 results: EPS: JP¥26.79 (up from JP¥6.38 in FY 2024). Revenue: JP¥4.14b (up 25% from FY 2024). Net income: JP¥440.0m (up 349% from FY 2024). Profit margin: 11% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Outside Independent Director Minako Takekawa was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 14note inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2026 (From December 1, 2025 to November 30, 2026)note inc. provided Consolidated earnings guidance for the Fiscal Year Ending November 30, 2026 (from December 1, 2025 to November 30, 2026). For the year, the company expects Net sales JPY 5,600 Million, Operating profit JPY 700 Million, Profit (loss) attributable to owners of parent JPY 850 Million and Basic earnings per share JPY 46.76.Reported Earnings • Jan 14Full year 2025 earnings released: EPS: JP¥26.79 (vs JP¥6.38 in FY 2024)Full year 2025 results: EPS: JP¥26.79 (up from JP¥6.38 in FY 2024). Revenue: JP¥4.14b (up 25% from FY 2024). Net income: JP¥440.0m (up 349% from FY 2024). Profit margin: 11% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 13note inc., Annual General Meeting, Feb 28, 2026note inc., Annual General Meeting, Feb 28, 2026.New Risk • Dec 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (18% increase in shares outstanding).分析記事 • Nov 27Investors Appear Satisfied With note inc.'s (TSE:5243) Prospects As Shares Rocket 28%note inc. ( TSE:5243 ) shareholders have had their patience rewarded with a 28% share price jump in the last month. The...お知らせ • Nov 26note inc. to Report Fiscal Year 2025 Results on Jan 13, 2026note inc. announced that they will report fiscal year 2025 results on Jan 13, 2026分析記事 • Oct 30We Like These Underlying Return On Capital Trends At note (TSE:5243)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Oct 08note inc.'s (TSE:5243) P/S Is Still On The Mark Following 27% Share Price Bouncenote inc. ( TSE:5243 ) shareholders would be excited to see that the share price has had a great month, posting a 27...Reported Earnings • Oct 08Third quarter 2025 earnings released: EPS: JP¥8.54 (vs JP¥3.32 in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.54 (up from JP¥3.32 in 3Q 2024). Revenue: JP¥1.08b (up 26% from 3Q 2024). Net income: JP¥142.0m (up 178% from 3Q 2024). Profit margin: 13% (up from 6.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan.Buy Or Sell Opportunity • Aug 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to JP¥1,377. The fair value is estimated to be JP¥1,754, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 51% per annum over the same time period.お知らせ • Jul 29note inc. to Report Q3, 2025 Results on Oct 07, 2025note inc. announced that they will report Q3, 2025 results on Oct 07, 2025Reported Earnings • Jul 10Second quarter 2025 earnings released: EPS: JP¥3.98 (vs JP¥3.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.98 (up from JP¥3.32 in 2Q 2024). Revenue: JP¥1.01b (up 19% from 2Q 2024). Net income: JP¥66.0m (up 29% from 2Q 2024). Profit margin: 6.5% (up from 6.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan.お知らせ • May 28note inc. to Report Q2, 2025 Results on Jul 08, 2025note inc. announced that they will report Q2, 2025 results on Jul 08, 2025分析記事 • May 22We Like These Underlying Return On Capital Trends At note (TSE:5243)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • Apr 23note inc. (TSE:5243) agreed to acquire 9.30% stake in coconala Inc. (TSE:4176) from Akiyuki Minami.note inc. (TSE:5243) agreed to acquire 9.30% stake in coconala Inc. (TSE:4176) from Akiyuki Minami on April 22, 2025.New Risk • Apr 23New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risk Less than 3 years of financial data is available.Buy Or Sell Opportunity • Apr 09Now 25% undervaluedOver the last 90 days, the stock has risen 200% to JP¥1,569. The fair value is estimated to be JP¥2,084, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to by 0 per annum. Earnings are also forecast to by 0 per annum over the same time period.分析記事 • Mar 07note inc. (TSE:5243) Stocks Pounded By 32% But Not Lagging Industry On Growth Or Pricingnote inc. ( TSE:5243 ) shares have retraced a considerable 32% in the last month, reversing a fair amount of their...お知らせ • Feb 13note inc. to Report Q1, 2025 Results on Apr 08, 2025note inc. announced that they will report Q1, 2025 results on Apr 08, 2025お知らせ • Jan 30note inc. announced that it has received ¥499.9736 million in funding from Google International LLCOn January 29, 2025, note inc. closed the transaction.Price Target Changed • Jan 27Price target increased by 63% to JP¥1,160Up from JP¥710, the current price target is provided by 1 analyst. New target price is 6.6% above last closing price of JP¥1,088. Stock is up 80% over the past year. The company is forecast to post earnings per share of JP¥18.70 for next year compared to JP¥6.38 last year.分析記事 • Jan 17Why Investors Shouldn't Be Surprised By note inc.'s (TSE:5243) 73% Share Price SurgeThe note inc. ( TSE:5243 ) share price has done very well over the last month, posting an excellent gain of 73...お知らせ • Jan 16note inc. announced that it expects to receive ¥499.9736 million in funding from Google International LLCnote inc. announced a private placement to issue 984,200 common shares at issue price of ¥508 per share for gross proceeds of ¥499,973,600 on January 14, 2025. The transaction includes participation from new investor, Google International LLC. The transaction will happen through third party allocation. The issue date will be January 29, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance expenses of ¥10,000,000 and will receive net proceeds of ¥489,973,600. The estimated issuance expenses are the total amount of registration expenses, attorney's fees, investigation expenses for whether the intended allottee is a member of anti-social forces, etc.Reported Earnings • Jan 15Full year 2024 earnings released: EPS: JP¥6.38 (vs JP¥27.44 loss in FY 2023)Full year 2024 results: EPS: JP¥6.38 (up from JP¥27.44 loss in FY 2023). Revenue: JP¥3.31b (up 19% from FY 2023). Net income: JP¥98.0m (up JP¥512.0m from FY 2023). Profit margin: 3.0% (up from net loss in FY 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Interactive Media and Services industry in Japan.お知らせ • Jan 14note inc., Annual General Meeting, Feb 24, 2025note inc., Annual General Meeting, Feb 24, 2025.お知らせ • Nov 01note inc. to Report Fiscal Year 2024 Results on Jan 14, 2025note inc. announced that they will report fiscal year 2024 results on Jan 14, 2025お知らせ • Jul 27note inc. to Report Q3, 2024 Results on Oct 09, 2024note inc. announced that they will report Q3, 2024 results on Oct 09, 2024Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: JP¥1.17 (vs JP¥3.63 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.17 (up from JP¥3.63 loss in 2Q 2023). Revenue: JP¥812.0m (up 15% from 2Q 2023). Net income: JP¥18.0m (up JP¥73.0m from 2Q 2023). Profit margin: 2.2% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan.New Risk • Jun 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% 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 (7.6% average weekly change). Minor Risk Market cap is less than US$100m (JP¥10.2b market cap, or US$65.3m).お知らせ • Apr 29note inc. to Report Q2, 2024 Results on Jul 10, 2024note inc. announced that they will report Q2, 2024 results on Jul 10, 2024Reported Earnings • Apr 11First quarter 2024 earnings released: JP¥0.26 loss per share (vs JP¥15.94 loss in 1Q 2023)First quarter 2024 results: JP¥0.26 loss per share (improved from JP¥15.94 loss in 1Q 2023). Revenue: JP¥804.0m (up 37% from 1Q 2023). Net loss: JP¥4.00m (loss narrowed 98% from 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Interactive Media and Services industry in Japan.Board Change • Mar 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Outside Independent Director Minako Takekawa was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 30note inc., Annual General Meeting, Feb 25, 2024note inc., Annual General Meeting, Feb 25, 2024.お知らせ • Jan 29note Inc. Provides Earnings Guidance for the Full Fiscal Year Ending November 30, 2024note inc. provided earnings guidance for the full fiscal year ending November 30, 2024. For the year, company expects Net sales of JPY 3,350 million, Operating loss of JPY 80 million, loss of 82 million and Basic loss per share of JPY 5.38.お知らせ • Jan 28note inc. to Report Q1, 2024 Results on Apr 10, 2024note inc. announced that they will report Q1, 2024 results on Apr 10, 2024お知らせ • Nov 15note inc. to Report Fiscal Year 2023 Results on Jan 11, 2024note inc. announced that they will report fiscal year 2023 results on Jan 11, 2024New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% 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 (8.4% average weekly change). Minor Risk Market cap is less than US$100m (JP¥7.10b market cap, or US$47.5m).New Risk • Sep 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥7.13b market cap, or US$48.3m).New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥7.71b market cap, or US$52.7m).お知らせ • Jul 30note inc. to Report Q3, 2023 Results on Oct 13, 2023note inc. announced that they will report Q3, 2023 results on Oct 13, 2023Board Change • Jul 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Outside Director and Audit & Supervisory Committee Member Michiko Tanabe was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 16note Inc. Provides Earnings Guidance for the Year Ending November 30, 2023note inc. provided earnings guidance for the year ending November 30, 2023. For the year ending November 30, 2023, the company expects sales in the range of JPY 2.85 billion to JPY 3.15 billion. Operating loss to be in the range of a loss of JPY 430 million to a loss of JPY 630 million.お知らせ • Jan 29note inc. to Report Q1, 2023 Results on Apr 14, 2023note inc. announced that they will report Q1, 2023 results on Apr 14, 2023お知らせ • Jan 12note inc. to Report Fiscal Year 2022 Results on Jan 16, 2023note inc. announced that they will report fiscal year 2022 results on Jan 16, 2023お知らせ • Dec 23note inc. has completed an IPO in the amount of ¥434.962 million.note inc. has completed an IPO in the amount of ¥434.962 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,279,300 Price\Range: ¥340 Discount Per Security: ¥27.2 Transaction Features: Sponsor Backed Offering株主還元5243JP Interactive Media and ServicesJP 市場7D-3.5%0.1%-3.1%1Y33.5%-10.5%38.2%株主還元を見る業界別リターン: 5243過去 1 年間で-10.5 % の収益を上げたJP Interactive Media and Services業界を上回りました。リターン対市場: 5243は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 5243's price volatile compared to industry and market?5243 volatility5243 Average Weekly Movement12.0%Interactive Media and Services Industry Average Movement5.9%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 5243の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 5243の weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2011158Sadaaki Katonote.jp株式会社ノートは、日本国内でメディアプラットフォーム事業、IPコンテンツ事業、コンテンツ制作事業を行っています。クリエイターがユーザーとコミュニケーションしながらデジタルコンテンツを制作・公開・販売できるC2Cコンテンツプラットフォーム「note」、法人向け情報発信SaaS「note pro」、金融・記事・投資情報を提供するプラットフォーム「note money」、note上での企業主催コンテストの開催など法人向けサービスを提供している。また、外部企業からのコンテンツ制作受託や企画営業も行っている。株式会社noteは2011年に設立され、東京に本社を置いている。もっと見るnote inc. 基礎のまとめnote の収益と売上を時価総額と比較するとどうか。5243 基礎統計学時価総額JP¥42.81b収益（TTM）JP¥727.37m売上高(TTM)JP¥4.40b58.9xPER（株価収益率9.7xP/Sレシオ5243 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5243 損益計算書（TTM）収益JP¥4.40b売上原価JP¥293.80m売上総利益JP¥4.11bその他の費用JP¥3.38b収益JP¥727.37m直近の収益報告Feb 28, 2026次回決算日Jul 07, 2026一株当たり利益（EPS）37.65グロス・マージン93.33%純利益率16.52%有利子負債／自己資本比率12.8%5243 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 20:02終値2026/05/21 00:00収益2026/02/28年間収益2025/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋note inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.Yasuaki IwamotoTIW
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,558, the stock trades at a trailing P/E ratio of 67.9x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 355% over the past three years.
New Risk • Apr 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).
Reported Earnings • Apr 15First quarter 2026 earnings released: EPS: JP¥15.94 (vs JP¥2.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.94 (up from JP¥2.19 in 1Q 2025). Revenue: JP¥1.22b (up 24% from 1Q 2025). Net income: JP¥291.0m (up JP¥255.5m from 1Q 2025). Profit margin: 24% (up from 3.6% in 1Q 2025). The increase in margin was primarily driven by higher revenue.
お知らせ • Apr 11note inc. announced that it has received ¥2.212 billion in funding from Kadokawa CorporationOn April 9, 2026, note inc. closed the transaction.
お知らせ • Apr 07note inc. to Report Q1, 2026 Results on Apr 14, 2026note inc. announced that they will report Q1, 2026 results on Apr 14, 2026
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: JP¥26.79 (vs JP¥6.38 in FY 2024)Full year 2025 results: EPS: JP¥26.79 (up from JP¥6.38 in FY 2024). Revenue: JP¥4.14b (up 25% from FY 2024). Net income: JP¥440.0m (up 349% from FY 2024). Profit margin: 11% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,558, the stock trades at a trailing P/E ratio of 67.9x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 355% over the past three years.
New Risk • Apr 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).
Reported Earnings • Apr 15First quarter 2026 earnings released: EPS: JP¥15.94 (vs JP¥2.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥15.94 (up from JP¥2.19 in 1Q 2025). Revenue: JP¥1.22b (up 24% from 1Q 2025). Net income: JP¥291.0m (up JP¥255.5m from 1Q 2025). Profit margin: 24% (up from 3.6% in 1Q 2025). The increase in margin was primarily driven by higher revenue.
お知らせ • Apr 11note inc. announced that it has received ¥2.212 billion in funding from Kadokawa CorporationOn April 9, 2026, note inc. closed the transaction.
お知らせ • Apr 07note inc. to Report Q1, 2026 Results on Apr 14, 2026note inc. announced that they will report Q1, 2026 results on Apr 14, 2026
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: JP¥26.79 (vs JP¥6.38 in FY 2024)Full year 2025 results: EPS: JP¥26.79 (up from JP¥6.38 in FY 2024). Revenue: JP¥4.14b (up 25% from FY 2024). Net income: JP¥440.0m (up 349% from FY 2024). Profit margin: 11% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Outside Independent Director Minako Takekawa was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 14note inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2026 (From December 1, 2025 to November 30, 2026)note inc. provided Consolidated earnings guidance for the Fiscal Year Ending November 30, 2026 (from December 1, 2025 to November 30, 2026). For the year, the company expects Net sales JPY 5,600 Million, Operating profit JPY 700 Million, Profit (loss) attributable to owners of parent JPY 850 Million and Basic earnings per share JPY 46.76.
Reported Earnings • Jan 14Full year 2025 earnings released: EPS: JP¥26.79 (vs JP¥6.38 in FY 2024)Full year 2025 results: EPS: JP¥26.79 (up from JP¥6.38 in FY 2024). Revenue: JP¥4.14b (up 25% from FY 2024). Net income: JP¥440.0m (up 349% from FY 2024). Profit margin: 11% (up from 3.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 13note inc., Annual General Meeting, Feb 28, 2026note inc., Annual General Meeting, Feb 28, 2026.
New Risk • Dec 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Shareholders have been diluted in the past year (18% increase in shares outstanding).
分析記事 • Nov 27Investors Appear Satisfied With note inc.'s (TSE:5243) Prospects As Shares Rocket 28%note inc. ( TSE:5243 ) shareholders have had their patience rewarded with a 28% share price jump in the last month. The...
お知らせ • Nov 26note inc. to Report Fiscal Year 2025 Results on Jan 13, 2026note inc. announced that they will report fiscal year 2025 results on Jan 13, 2026
分析記事 • Oct 30We Like These Underlying Return On Capital Trends At note (TSE:5243)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Oct 08note inc.'s (TSE:5243) P/S Is Still On The Mark Following 27% Share Price Bouncenote inc. ( TSE:5243 ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Reported Earnings • Oct 08Third quarter 2025 earnings released: EPS: JP¥8.54 (vs JP¥3.32 in 3Q 2024)Third quarter 2025 results: EPS: JP¥8.54 (up from JP¥3.32 in 3Q 2024). Revenue: JP¥1.08b (up 26% from 3Q 2024). Net income: JP¥142.0m (up 178% from 3Q 2024). Profit margin: 13% (up from 6.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan.
Buy Or Sell Opportunity • Aug 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to JP¥1,377. The fair value is estimated to be JP¥1,754, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 51% per annum over the same time period.
お知らせ • Jul 29note inc. to Report Q3, 2025 Results on Oct 07, 2025note inc. announced that they will report Q3, 2025 results on Oct 07, 2025
Reported Earnings • Jul 10Second quarter 2025 earnings released: EPS: JP¥3.98 (vs JP¥3.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.98 (up from JP¥3.32 in 2Q 2024). Revenue: JP¥1.01b (up 19% from 2Q 2024). Net income: JP¥66.0m (up 29% from 2Q 2024). Profit margin: 6.5% (up from 6.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan.
お知らせ • May 28note inc. to Report Q2, 2025 Results on Jul 08, 2025note inc. announced that they will report Q2, 2025 results on Jul 08, 2025
分析記事 • May 22We Like These Underlying Return On Capital Trends At note (TSE:5243)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • Apr 23note inc. (TSE:5243) agreed to acquire 9.30% stake in coconala Inc. (TSE:4176) from Akiyuki Minami.note inc. (TSE:5243) agreed to acquire 9.30% stake in coconala Inc. (TSE:4176) from Akiyuki Minami on April 22, 2025.
New Risk • Apr 23New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risk Less than 3 years of financial data is available.
Buy Or Sell Opportunity • Apr 09Now 25% undervaluedOver the last 90 days, the stock has risen 200% to JP¥1,569. The fair value is estimated to be JP¥2,084, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to by 0 per annum. Earnings are also forecast to by 0 per annum over the same time period.
分析記事 • Mar 07note inc. (TSE:5243) Stocks Pounded By 32% But Not Lagging Industry On Growth Or Pricingnote inc. ( TSE:5243 ) shares have retraced a considerable 32% in the last month, reversing a fair amount of their...
お知らせ • Feb 13note inc. to Report Q1, 2025 Results on Apr 08, 2025note inc. announced that they will report Q1, 2025 results on Apr 08, 2025
お知らせ • Jan 30note inc. announced that it has received ¥499.9736 million in funding from Google International LLCOn January 29, 2025, note inc. closed the transaction.
Price Target Changed • Jan 27Price target increased by 63% to JP¥1,160Up from JP¥710, the current price target is provided by 1 analyst. New target price is 6.6% above last closing price of JP¥1,088. Stock is up 80% over the past year. The company is forecast to post earnings per share of JP¥18.70 for next year compared to JP¥6.38 last year.
分析記事 • Jan 17Why Investors Shouldn't Be Surprised By note inc.'s (TSE:5243) 73% Share Price SurgeThe note inc. ( TSE:5243 ) share price has done very well over the last month, posting an excellent gain of 73...
お知らせ • Jan 16note inc. announced that it expects to receive ¥499.9736 million in funding from Google International LLCnote inc. announced a private placement to issue 984,200 common shares at issue price of ¥508 per share for gross proceeds of ¥499,973,600 on January 14, 2025. The transaction includes participation from new investor, Google International LLC. The transaction will happen through third party allocation. The issue date will be January 29, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance expenses of ¥10,000,000 and will receive net proceeds of ¥489,973,600. The estimated issuance expenses are the total amount of registration expenses, attorney's fees, investigation expenses for whether the intended allottee is a member of anti-social forces, etc.
Reported Earnings • Jan 15Full year 2024 earnings released: EPS: JP¥6.38 (vs JP¥27.44 loss in FY 2023)Full year 2024 results: EPS: JP¥6.38 (up from JP¥27.44 loss in FY 2023). Revenue: JP¥3.31b (up 19% from FY 2023). Net income: JP¥98.0m (up JP¥512.0m from FY 2023). Profit margin: 3.0% (up from net loss in FY 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Interactive Media and Services industry in Japan.
お知らせ • Jan 14note inc., Annual General Meeting, Feb 24, 2025note inc., Annual General Meeting, Feb 24, 2025.
お知らせ • Nov 01note inc. to Report Fiscal Year 2024 Results on Jan 14, 2025note inc. announced that they will report fiscal year 2024 results on Jan 14, 2025
お知らせ • Jul 27note inc. to Report Q3, 2024 Results on Oct 09, 2024note inc. announced that they will report Q3, 2024 results on Oct 09, 2024
Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: JP¥1.17 (vs JP¥3.63 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.17 (up from JP¥3.63 loss in 2Q 2023). Revenue: JP¥812.0m (up 15% from 2Q 2023). Net income: JP¥18.0m (up JP¥73.0m from 2Q 2023). Profit margin: 2.2% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan.
New Risk • Jun 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% 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 (7.6% average weekly change). Minor Risk Market cap is less than US$100m (JP¥10.2b market cap, or US$65.3m).
お知らせ • Apr 29note inc. to Report Q2, 2024 Results on Jul 10, 2024note inc. announced that they will report Q2, 2024 results on Jul 10, 2024
Reported Earnings • Apr 11First quarter 2024 earnings released: JP¥0.26 loss per share (vs JP¥15.94 loss in 1Q 2023)First quarter 2024 results: JP¥0.26 loss per share (improved from JP¥15.94 loss in 1Q 2023). Revenue: JP¥804.0m (up 37% from 1Q 2023). Net loss: JP¥4.00m (loss narrowed 98% from 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Interactive Media and Services industry in Japan.
Board Change • Mar 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Outside Independent Director Minako Takekawa was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 30note inc., Annual General Meeting, Feb 25, 2024note inc., Annual General Meeting, Feb 25, 2024.
お知らせ • Jan 29note Inc. Provides Earnings Guidance for the Full Fiscal Year Ending November 30, 2024note inc. provided earnings guidance for the full fiscal year ending November 30, 2024. For the year, company expects Net sales of JPY 3,350 million, Operating loss of JPY 80 million, loss of 82 million and Basic loss per share of JPY 5.38.
お知らせ • Jan 28note inc. to Report Q1, 2024 Results on Apr 10, 2024note inc. announced that they will report Q1, 2024 results on Apr 10, 2024
お知らせ • Nov 15note inc. to Report Fiscal Year 2023 Results on Jan 11, 2024note inc. announced that they will report fiscal year 2023 results on Jan 11, 2024
New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% 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 (8.4% average weekly change). Minor Risk Market cap is less than US$100m (JP¥7.10b market cap, or US$47.5m).
New Risk • Sep 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥7.13b market cap, or US$48.3m).
New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥7.71b market cap, or US$52.7m).
お知らせ • Jul 30note inc. to Report Q3, 2023 Results on Oct 13, 2023note inc. announced that they will report Q3, 2023 results on Oct 13, 2023
Board Change • Jul 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Outside Director and Audit & Supervisory Committee Member Michiko Tanabe was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 16note Inc. Provides Earnings Guidance for the Year Ending November 30, 2023note inc. provided earnings guidance for the year ending November 30, 2023. For the year ending November 30, 2023, the company expects sales in the range of JPY 2.85 billion to JPY 3.15 billion. Operating loss to be in the range of a loss of JPY 430 million to a loss of JPY 630 million.
お知らせ • Jan 29note inc. to Report Q1, 2023 Results on Apr 14, 2023note inc. announced that they will report Q1, 2023 results on Apr 14, 2023
お知らせ • Jan 12note inc. to Report Fiscal Year 2022 Results on Jan 16, 2023note inc. announced that they will report fiscal year 2022 results on Jan 16, 2023
お知らせ • Dec 23note inc. has completed an IPO in the amount of ¥434.962 million.note inc. has completed an IPO in the amount of ¥434.962 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,279,300 Price\Range: ¥340 Discount Per Security: ¥27.2 Transaction Features: Sponsor Backed Offering
