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note inc. (5243) AI Stock Analysis
note inc.
(TSE/TYO:5243)
The overall score of 69 reflects a company with a strong financial foundation, having successfully pivoted to profitability and robust cash generation. This is the most significant positive factor. However, the score is constrained by a premium valuation (P/E of 47.4) and technical signals suggesting near-term consolidation after a strong run. The deceleration in revenue growth is a key risk that tempers the otherwise healthy financial profile.
note inc. (5243) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 55.20B
- Dividend Yield
- ―
- Average Volume (3M)
- 434.96K
- Price to Earnings (P/E)
- 42.9
- Beta (1Y)
- 0.85
- Revenue Growth
- 32.22%
- EPS Growth
- 312.16%
- Country
- Japan
- Employees
- 158
- Sector
- General
- Sector Strength
- 55
- Industry
- Software - Application
note inc. Business Overview & Revenue Model
Company Description
note inc. engages in the media platform, and IP content and content creation business in Japan. The company offers note, a C2C content platform that allows creators to create, publish, and sell digital content while communicating with users; note pro...
note inc. Financial Statement Overview
Summary
The company has transitioned to profitability with a 10.6% net margin and exceptional 93.6% gross margins. Cash flow is strong, with near 100% conversion of net income to free cash flow. The balance sheet is conservative with low leverage (debt-to-equity 0.24) and a 15.3% ROE. The primary watch item is moderating revenue growth, which decelerated to 6.3% in the latest year.
Income Statement
78PositiveBalance Sheet
85Very PositiveCash Flow
82Very Positive| Breakdown | TTM | Nov 2025 | Nov 2024 | Nov 2023 | Nov 2022 | Nov 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.15B | 4.14B | 3.31B | 2.78B | 2.32B | 1.88B |
| Gross Profit | 4.63B | 3.88B | 3.11B | 2.56B | 2.08B | 1.63B |
| EBITDA | 980.05M | 277.08M | 86.15M | -398.79M | -733.26M | -418.75M |
| Net Income | 1.22B | 440.64M | 98.94M | -414.84M | -756.49M | -436.17M |
Balance Sheet | ||||||
| Total Assets | 11.46B | 6.15B | 3.77B | 3.31B | 3.30B | 1.75B |
| Cash, Cash Equivalents and Short-Term Investments | 7.90B | 3.06B | 2.15B | 1.99B | 2.19B | 872.08M |
| Total Debt | 0 | 682.50M | 80.00M | 160.00M | 160.00M | 160.00M |
| Total Liabilities | 3.29B | 3.27B | 2.05B | 1.75B | 1.49B | 1.18B |
| Stockholders Equity | 8.17B | 2.88B | 1.72B | 1.56B | 1.82B | 574.11M |
Cash Flow | ||||||
| Free Cash Flow | 0 | 393.29M | 0 | -358.94M | -683.10M | -652.22M |
| Operating Cash Flow | 0 | 393.29M | 225.76M | -346.58M | -660.12M | -646.87M |
| Investing Cash Flow | -388.92M | -747.80M | -9.77M | -12.78M | -23.45M | -5.35M |
| Financing Cash Flow | 957.44M | 1.24B | -38.14M | 158.93M | 2.00B | 0 |
note inc. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5243, the sentiment is Positive. The current price of 2944.00 is below the 20-day moving average (MA) of 3056.30, below the 50-day MA of 2977.98, and above the 200-day MA of 2433.99, indicating a neutral trend. The MACD of -69.45 indicates Positive momentum. The RSI at 46.14 is Neutral, neither overbought nor oversold. The STOCH value of 46.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:5243.
note inc. Peers Comparison
Overall Rating
JP:392285Outperform
JP:513974Outperform
JP:417672Outperform- JP:524369Neutral
JP:219347Neutral
JP:393044Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:3922 | 85Outperform | JPY 30.29B | 13.39 | ― | 0.62% | 12.93% | 27.79% |
| JP:5139 | 74Outperform | JPY 19.33B | 18.94 | ― | 0.49% | 31.11% | 0.55% |
| JP:4176 | 72Outperform | JPY 6.96B | 17.04 | ― | ― | 9.63% | 30.86% |
| JP:5243 | 69Neutral | JPY 55.34B | 42.91 | ― | ― | 32.22% | 312.16% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| JP:2193 | 47Neutral | JPY 8.83B | 7.26 | 9.61% | ― | -8.20% | 125.15% |
| JP:3930 | 44Neutral | JPY 2.34B | -2.29 | ― | ― | -3.89% | -527.75% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:5243 | note inc. | 2850.00 | 1578.00 | 124.06% | |
| JP:2193 | COOKPAD | 122.00 | -43.00 | -26.06% | |
| JP:3922 | PR TIMES Corporation | 2230.00 | -728.78 | -24.63% | |
| JP:3930 | Hatena Co., Ltd. | 760.00 | -200.00 | -20.83% | |
| JP:4176 | coconala Inc. | 289.00 | -67.00 | -18.82% | |
| JP:5139 | OpenWork Inc. | 910.00 | -98.39 | -9.76% |
note inc. Corporate Events
note inc. outlines Q3 FY2026.11 results and AI-era growth strategy
note inc. has released its financial results for the third quarter of fiscal year 2026.11, outlining performance trends and updating investors on its earnings forecasts as it navigates evolving market conditions. While detailed figures were not discl...
Note inc. Delivers Sharp Profit Surge and Stronger Balance Sheet in FY2026 Q3
Note inc. reported strong growth for the first three quarters of the fiscal year ending November 2026, with revenues rising 33.2% year on year to ¥4.06 billion and significant gains in profitability. Adjusted EBITDA surged more than fourfold, op...
Note Inc. Delivers Record Q2 as AI-Driven Platform Economics Take Hold
Note Inc. reported record second-quarter fiscal 2026 results, with net sales rising 36.8% year on year to ¥1,385 million and sharp gains in adjusted EBITDA and operating profit. The company cited steady expansion of its core note, note pro, and...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Oct 08, 2026