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note inc. (5243) AI Stock Analysis
note inc.
(TSE/TYO:5243)
Strong financial performance with profitability turnaround and robust cash generation is the primary driver, complemented by favorable technical momentum despite elevated valuation.
note inc. (5243) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 52.98B
- Dividend Yield
- ―
- Average Volume (3M)
- 430.31K
- Price to Earnings (P/E)
- 38.4
- 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
note inc. shows promising revenue growth to 4.14 billion with 6.27% increase, turned profitable with net income 440.6 million, high gross margins over 93%, positive cash flow of 393.3 million, and increased equity to 2.88 billion.
Income Statement
75PositiveBalance Sheet
80PositiveCash Flow
85Very 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 Neutral. The current price of 2664.00 is below the 20-day moving average (MA) of 2946.85, below the 50-day MA of 2992.60, and above the 200-day MA of 2446.00, indicating a neutral trend. The MACD of -59.89 indicates Positive momentum. The RSI at 46.29 is Neutral, neither overbought nor oversold. The STOCH value of 54.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:5243.
note inc. Peers Comparison
Overall Rating
JP:392281.6Outperform
JP:513974Outperform
JP:417673Outperform- JP:524371Outperform
JP:219347Neutral
JP:393044Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:3922 | 82Outperform | JPY 29.78B | 12.98 | ― | 0.62% | 12.93% | 27.79% |
| JP:5139 | 74Outperform | JPY 19.10B | 18.29 | ― | 0.49% | 31.11% | 0.55% |
| JP:4176 | 73Outperform | JPY 6.77B | 15.09 | ― | ― | 9.63% | 30.86% |
| JP:5243 | 71Outperform | JPY 55.28B | 38.38 | ― | ― | 32.22% | 312.16% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| JP:2193 | 47Neutral | JPY 8.75B | 6.84 | 9.61% | ― | -8.20% | 125.15% |
| JP:3930 | 44Neutral | JPY 2.24B | -2.15 | ― | ― | -3.89% | -527.75% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:5243 | note inc. | 2664.00 | 1137.00 | 74.46% | |
| JP:2193 | COOKPAD | 120.00 | -43.00 | -26.38% | |
| JP:3922 | PR TIMES Corporation | 2236.00 | -639.27 | -22.23% | |
| JP:3930 | Hatena Co., Ltd. | 740.00 | -202.00 | -21.44% | |
| JP:4176 | coconala Inc. | 275.00 | -93.00 | -25.27% | |
| JP:5139 | OpenWork Inc. | 919.00 | -97.35 | -9.58% |
note inc. Corporate Events
Note inc. Completes ¥1 Billion Treasury Share Buyback via ToSTNeT-3
Note inc. has completed a share buyback program authorized by its board on October 27, 2026, acquiring 347,500 common shares, equivalent to 1.8% of its outstanding shares excluding treasury stock. The total acquisition cost was approximately 999.8 mi...
Note inc. launches targeted share buyback to bolster M&A flexibility
Note inc. has approved a share buyback to acquire up to 347,500 common shares, or about 1.8 percent of its outstanding stock, via an off-auction own share repurchase trade (ToSTNeT-3) on the Tokyo Stock Exchange at 2,877 yen per share. The purchase,...
Note inc. Prepares Bid to Move TSE Listing to Prime Market
Note inc. said its board has resolved to begin preparing an application to move its stock listing from the Tokyo Stock Exchange Growth Market to the Prime Market. The company views the potential upgrade as a step toward achieving medium- to long-term...
Note inc. Shares Gain Loan Margin Trading Status on TSE Growth Market
Note inc. announced that its shares, already treated as a standardized margin trading issue on the Tokyo Stock Exchange Growth Market, have been newly designated as a loan margin trading issue, effective for trading from October 15, 2026. The company...
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