View Valuationnote 将来の成長Future 基準チェック /06現在、 noteの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Interactive Media and Services 収益成長5.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • 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.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.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 • 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.すべての更新を表示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 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、note は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:5243 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/20264,402727N/AN/AN/A11/30/20254,141440393393N/A8/31/20253,897263N/AN/AN/A5/31/20253,666154176177N/A2/28/20253,465106N/AN/AN/A11/30/20243,31298224225N/A11/30/20232,777-415-359-347N/A11/30/20222,317-756-683-660N/Aアナリストによる今後の成長予測収入対貯蓄率: 5243の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 5243の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 5243の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 5243の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 5243の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5243の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance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2026/05/07 05:48終値2026/05/07 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
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.
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.
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 • 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.
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