View Financial Healthnote 배당 및 자사주 매입배당 기준 점검 0/6note 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률-1.5%자사주 매입 수익률총 주주 수익률-1.5%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent 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.공지 • Apr 11note inc. announced that it has received ¥2.212 billion in funding from Kadokawa CorporationOn April 9, 2026, note inc. closed the transaction.공지 • 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.공지 • 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.공지 • 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).분석 기사 • 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...공지 • 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, 2026분석 기사 • 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...분석 기사 • 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.공지 • 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.공지 • May 28note inc. to Report Q2, 2025 Results on Jul 08, 2025note inc. announced that they will report Q2, 2025 results on Jul 08, 2025분석 기사 • 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...공지 • 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.분석 기사 • 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...공지 • Feb 13note inc. to Report Q1, 2025 Results on Apr 08, 2025note inc. announced that they will report Q1, 2025 results on Apr 08, 2025공지 • 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.분석 기사 • 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...공지 • 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.공지 • Jan 14note inc., Annual General Meeting, Feb 24, 2025note inc., Annual General Meeting, Feb 24, 2025.공지 • 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, 2025공지 • 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).공지 • 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.공지 • Jan 30note inc., Annual General Meeting, Feb 25, 2024note inc., Annual General Meeting, Feb 25, 2024.공지 • 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.공지 • Jan 28note inc. to Report Q1, 2024 Results on Apr 10, 2024note inc. announced that they will report Q1, 2024 results on Apr 10, 2024공지 • 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).공지 • 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.공지 • 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.공지 • Jan 29note inc. to Report Q1, 2023 Results on Apr 14, 2023note inc. announced that they will report Q1, 2023 results on Apr 14, 2023공지 • 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, 2023공지 • 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 Offering지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 5243 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 5243 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장note 배당 수익률 vs 시장5243의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (5243)n/a시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Interactive Media and Services)1.9%분석가 예측 (5243) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 5243 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 5243 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 5243 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 5243 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 22:01종가2026/05/08 00:00수익2026/02/28연간 수익2025/11/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스note inc.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taro 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.
공지 • Apr 11note inc. announced that it has received ¥2.212 billion in funding from Kadokawa CorporationOn April 9, 2026, note inc. closed the transaction.
공지 • 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.
공지 • 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.
공지 • 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).
분석 기사 • 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...
공지 • 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
분석 기사 • 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...
분석 기사 • 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.
공지 • 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.
공지 • 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
분석 기사 • 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...
공지 • 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.
분석 기사 • 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...
공지 • 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
공지 • 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.
분석 기사 • 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...
공지 • 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.
공지 • Jan 14note inc., Annual General Meeting, Feb 24, 2025note inc., Annual General Meeting, Feb 24, 2025.
공지 • 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
공지 • 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).
공지 • 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.
공지 • Jan 30note inc., Annual General Meeting, Feb 25, 2024note inc., Annual General Meeting, Feb 25, 2024.
공지 • 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.
공지 • 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
공지 • 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).
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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
공지 • 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