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SPECIAL OPPORTUNITIES FUND (SPE) Stock Price, Forecast & Analysis

USA - New York Stock Exchange - NYSE:SPE - US84741T1043

14.9 USD
+0.06 (+0.4%)
Last: 1/6/2026, 8:04:00 PM
Fundamental Rating

2

SPE gets a fundamental rating of 2 out of 10. The analysis compared the fundamentals against 0 industry peers in the Unkown industry. The financial health of SPE is average, but there are quite some concerns on its profitability. SPE is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

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0

1. Profitability

1.1 Basic Checks

In the past year SPE has reported negative net income.
SPE Yearly Net Income VS EBIT VS OCF VS FCFSPE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2022 2023 2024 -20M -40M -60M -80M -100M

1.2 Ratios

Industry RankSector Rank
ROA -225.31%
ROE -226.82%
ROIC N/A
ROA(3y)-110.22%
ROA(5y)N/A
ROE(3y)-138.13%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
SPE Yearly ROA, ROE, ROICSPE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2022 2023 2024 -100 -200 -300

1.3 Margins

The Profit Margin and Operating Margin and Gross Margin are not available for SPE so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
SPE Yearly Profit, Operating, Gross MarginsSPE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2022 2023 2024

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6

2. Health

2.1 Basic Checks

The number of shares outstanding for SPE remains at a similar level compared to 1 year ago.
SPE has a worse debt/assets ratio than last year.
SPE Yearly Shares OutstandingSPE Yearly Shares OutstandingYearly Shares Outstanding 2022 2023 2024 50M 100M 150M 200M 250M
SPE Yearly Total Debt VS Total AssetsSPE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2022 2023 2024 50M 100M 150M 200M 250M

2.2 Solvency

SPE has an Altman-Z score of 305.44. This indicates that SPE is financially healthy and has little risk of bankruptcy at the moment.
SPE has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z 305.44
ROIC/WACCN/A
WACCN/A
SPE Yearly LT Debt VS Equity VS FCFSPE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2022 2023 2024 0 50M 100M 150M 200M

2.3 Liquidity

A Current Ratio of 13.74 indicates that SPE has no problem at all paying its short term obligations.
A Quick Ratio of 13.74 indicates that SPE has no problem at all paying its short term obligations.
Industry RankSector Rank
Current Ratio 13.74
Quick Ratio 13.74
SPE Yearly Current Assets VS Current LiabilitesSPE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2022 2023 2024 2M 4M 6M 8M 10M

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0

3. Growth

3.1 Past

SPE shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.98%, which is quite good.
EPS 1Y (TTM)15.98%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%N/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

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0

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings Ratio is negative for SPE. In the last year negative earnings were reported.
Industry RankSector Rank
PE N/A
Fwd PE N/A
SPE Price Earnings VS Forward Price EarningsSPE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0 0 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
SPE Per share dataSPE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 2 3 4

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

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4

5. Dividend

5.1 Amount

SPE has a Yearly Dividend Yield of 12.93%, which is a nice return.
Compared to an average S&P500 Dividend Yield of 1.94, SPE pays a better dividend.
Industry RankSector Rank
Dividend Yield 12.93%

5.2 History

SPE has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)N/A
Div Incr YearsN/A
Div Non Decr YearsN/A
SPE Yearly Dividends per shareSPE Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5 2

5.3 Sustainability

DPN/A
EPS Next 2YN/A
EPS Next 3YN/A
SPE Yearly Income VS Free CF VS DividendSPE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2022 2023 2024 -20M -40M -60M -80M -100M

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SPECIAL OPPORTUNITIES FUND

NYSE:SPE (1/6/2026, 8:04:00 PM)

14.9

+0.06 (+0.4%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)N/A N/A
Earnings (Next)N/A N/A
Inst Owners29.6%
Inst Owner Change0%
Ins Owners18.29%
Ins Owner Change-3.63%
Market Cap158.24M
Revenue(TTM)N/A
Net Income(TTM)-100.61M
Analysts0
Price TargetN/A
Short Float %0.09%
Short Ratio0.26
Dividend
Industry RankSector Rank
Dividend Yield 12.93%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE N/A
Fwd PE N/A
P/S N/A
P/FCF N/A
P/OCF N/A
P/B 3.57
P/tB 3.57
EV/EBITDA N/A
EPS(TTM)-0.36
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS0
BVpS4.18
TBVpS4.18
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA -225.31%
ROE -226.82%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM N/A
FCFM N/A
ROA(3y)-110.22%
ROA(5y)N/A
ROE(3y)-138.13%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 13.74
Quick Ratio 13.74
Altman-Z 305.44
F-ScoreN/A
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)15.98%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%N/A
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y55.77%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y47.82%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y47.82%
OCF growth 3YN/A
OCF growth 5YN/A

SPECIAL OPPORTUNITIES FUND / SPE FAQ

What does SPECIAL OPPORTUNITIES FUND do?

Special Opportunities Fund Inc is a US-based company operating in industry. The company is headquartered in Milwaukee, Wisconsin. Special Opportunities Fund, Inc. (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is total return. The Fund invests primarily in securities, which have the opportunity for appreciation. The Fund may employ strategies designed to capture price movements generated by anticipated corporate events, such as investing in companies involved in special situations, including, but not limited to, mergers, acquisitions, asset sales, spin-offs, balance sheet restructuring, bankruptcy, liquidations, and tender offers. The Fund may, from time to time, engage in short sales of securities for investment or for hedging purposes. The Fund invests in closed-end funds, business development companies, preferred stocks, other common stocks, special purpose acquisition vehicles, corporate obligations, money market funds, warrants and rights, among others. Bulldog Investors, LLP is the investment adviser of the Fund.


What is the current price of SPE stock?

The current stock price of SPE is 14.9 USD. The price increased by 0.4% in the last trading session.


What is the ChartMill rating of SPECIAL OPPORTUNITIES FUND stock?

SPE has a ChartMill Technical rating of 0 out of 10 and a ChartMill Fundamental rating of 2 out of 10.