Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

SPE

HOLD

Special Opportunities Fund, Inc. · Financial Services · United States · $140M · Avg Vol: $456K/d

36
StockRank
Get insider-trade alerts
Q
49
V
53
M
26
P/E (TTM)
6.6x
ROE
9.2%
D/E
0.0x
Dividend %
15.2%
Dir. Trades · 180d
−$90.1K →
Buybacks · 180d
None →
Loading 1Y...
PRICE (1Y)-2.3%
13.0313.1713.3113.4513.59Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$13.08
RSI (14)
39.8
52W High
$14.41
From 52W High
0.9%

SCORE BREAKDOWN

Quality
49
ROIC (ROA)
1.1%*41.1
ROE
9.2%47.3
GP/Assets
3.2%35.9
Op. Margin
38.6%57.6
FCF/Assets
3.5%70.0
Piotroski
231.6
Int. Cover
—N/A
D/E Ratio
0.00x94.8
Current Ratio
0.11x7.2
Value
53
P/E (TTM)
6.6x84.8
EV/EBITDA
—N/A
P/FCF
16.9x33.6
P/B
0.8x79.8
P/S
18.3x9.1
Div Yield
15.2%97.4
Momentum
26
52W High %
91%43.3
RS 6M
-15%18.8
SMA 50/200
0.99x28.1
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
-55%5.8

FUNDAMENTALS

Market Cap
$140M
P/E (Forward)
—
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SPE are excluded.

TickerCompanyMkt CapStockRankSignal
SPESpecial Opportunities Fund, Inc.(you)$140M36HOLD
MHFWestern Asset Municipal High Income Fund Inc.$151M36HOLD
MPABlackRock MuniYield Pennsylvania Quality Fund$142M40HOLD
PIMFranklin Master Intermediate Income Trust$149M39HOLD
JHSJohn Hancock Income Securities Trust$126M33SELL
OXSQOxford Square Capital Corp.$151M32SELL
NNYNuveen New York Municipal Value Fund$158M40HOLD
CIKCredit Suisse Asset Management Income Fund, Inc.$133M31SELL
MCNXAI Madison Equity Premium Income Fund$117M33SELL
NIMNuveen Select Maturities Municipal Fund$117M39HOLD

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Special Opportunities Fund, Inc. (SPE) — Stock Score Summary

Special Opportunities Fund, Inc. (SPE) has a MoatMap StockRank of 36/100 based on Quality (49/100), Value (53/100), and Momentum (26/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price$13.08
Market Cap$140M
P/E (TTM)6.65
Price/Book0.81
Return on Equity9.2%
Debt/Equity0.00x
Gross Margin100.0%
Operating Margin38.6%
Revenue Growth-46.1%
Dividend Yield15.2%
Free Cash Flow$8M

Special Opportunities Fund, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Special Opportunities Fund, Inc.’s (SPE) StockRank?
MoatMap’s StockRank for Special Opportunities Fund, Inc. (SPE) is 36/100, with a Hold signal. It is a composite of Quality (49), Value (53), and Momentum (26) factor ranks across MoatMap’s 20,000+ stock universe.
Does Special Opportunities Fund, Inc. have an economic moat?
Special Opportunities Fund, Inc. (SPE) has a Quality factor score of 49/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Special Opportunities Fund, Inc. a buy, hold, or sell?
MoatMap’s current signal for Special Opportunities Fund, Inc. (SPE) is Hold, based on a StockRank of 36/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Special Opportunities Fund, Inc. in?
Special Opportunities Fund, Inc. (SPE) operates in the Financial Services sector, specifically the Asset Management industry (United States).
Browse all ranked stocksSPE deep dive reportAI ChampionsHow we score stocksSense-check another stock