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Financial Services

Special Opportunities Fund, Inc.(SPE-PC)

Fund

Live Price

Offline

$25.05

+0.00% today

Window Change

+2.87%

Window

Jun 23, 2025 โ†’ May 15, 2026

Market Cap
$266.29M
Dividend Yield
19.4%
50-Day Avg
$25.02
Exchange
NYSE

Coverage: 192 bars ยท Jun 23, 2025 โ†’ May 15, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Special Opportunities Fund, Inc. (SPE-PC) is a fund with a market cap of $266.29M and listed on NYSE. The fund last traded around $25.05 and up 2.9% across the available one-year price window (Jun 23, 2025 โ†’ May 15, 2026). Baseline metrics include a dividend yield of 19.4%, a 50-day average of $25.02, a 200-day average of $24.89. Valuation is more restrained than many high-expectation growth names at P/E 7.7 and price/sales 7.0. Stock Foundry combines SPE-PC price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SPE-PC

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

SPE-PC Max Drawdown

-2.41%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SPE-PC and SPY.

Calendar-year return history is still loading or unavailable.

Financial profile

Special Opportunities Fund, Inc. (SPE-PC)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$4.3M

-36.8% YoY

FY Net Income

$40.8M

+265.4% YoY

Free Cash Flow

$11.5M

-50.1% YoY

Revenue Growth

+113.1%

EPS Growth

-46.8%

Gross Margin

100.0%

Net Margin

95.5%

Income statement

USD

Annual
Metric20252024202320222021
Revenue22M10M10M7M4M
Gross Profit22M10M28M7M4M
Operating Income21M7M7M3M1M
EBITDA21M00-25M41M
Net Income21M36M27M-25M41M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20252024202320222021
Cash & Equivalents008K2M16K
Total Assets237M233M216M210M211M
Total Liabilities8M3M2M3M364K
Shareholder Equity229M231M214M207M210M
Total Debt00000
Net Debt00-8K-2M-16K

Cash flow positioning

Latest Full Year

Operating Cash Flow

12M

-50.1% YoY

Capital Expenditures

0

Free Cash Flow

12M

-50.1% YoY

Key ratios

  • Gross Margin

    100.0%

  • Operating Margin

    95.5%

  • Net Margin

    95.5%

  • ROE

    9.0%

  • Debt / Equity

    0.00x

Next Step

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