Price
No data yet.
Social Signal Score
Revenue
$5.78M+221.07%Company Profile
- CEO
- Phillip Franklin Goldstein
- Sector
- Financial Services
- Industry
- Asset Management
- Beta
- 0.79
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 47.33
Financials
Revenue
$5.78M+221.1%Net Income
$3.64M-44.3%EBITDA
$0.00-100.0%Free Cash Flow
$9.40M+891.1%EPS (diluted)
$0.26-72.9%Shares Outstanding (diluted)
11.02M+61.8%Operating Expenses
$1.60MCash & Debt
$0.00Return of Capital
$9.40MDividend per Share
$0.11Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $22.06M | $21.08M | $1.84 |
| 2024 | $10.35M | $36.27M | $3.27 |
| 2023 | $9.65M | $26.84M | $2.29 |
| 2022 | $6.73M | $-24.66M | $-2.15 |
| 2021 | $4.25M | $40.78M | $4.24 |
| 2020 | $4.77M | $12.16M | $1.43 |
| 2019 | $5.22M | $29.23M | $3.21 |
| 2018 | $3.08M | $-10.50M | $-1.46 |
| 2017 | $6.23M | $22.95M | $2.47 |
| 2016 | $7.95M | $10.45M | $1.23 |
| 2015 | $6.79M | $-6.91M | $-0.69 |
| 2014 | $4.72M | $12.23M | $1.20 |
| 2013 | $10.08M | $26.36M | $3.73 |
| 2012 | $4.93M | $14.95M | $2.20 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SPE's reported EPS growth of -1.4% a year over 13 years.
- EPS in 5 years
- $1.85
- Implied price
- $14.79
- Return from $12.66
- 3.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $7.35 — -41.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 4 | 6 | 8 | 10 | 12 |
|---|---|---|---|---|---|
| -11.4% | -19.3% | -12.5% | -7.3% | -3.1% | 0.5% |
| -6.4% | -14.7% | -7.5% | -2.1% | 2.4% | 6.2% |
| -1.4% | -10.2% | -2.6% | 3.2% | 7.9% | 11.9% |
| 3.6% | -5.6% | 2.3% | 8.4% | 13.3% | 17.6% |
| 8.6% | -1.1% | 7.3% | 13.6% | 18.8% | 23.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100-9.09%Social Signal Score
Mentions (3)
- Newsdefenseworld.net·6h ago·Neutral
Special Opportunities Fund (NYSE:SPE) Shares Cross Below 200 Day Moving Average – What’s Next? Special Opportunities Fund, Inc. (NYSE: SPE - Get Free Report) shares crossed below its 200-day moving average during trading on Tuesday. The stock has a 200-day moving average of $13.63 and traded as low as $12.59. Special Opportunities Fund shares last traded at $12.65, with a volume of 50,183 shares. Special Opportunities Fund Trading Up 0.4%
View source ↗ - Newsglobenewswire.com·8d ago·Negative
Special Opportunities Fund Announces Distributions For Fourth Quarter of 2026 NEW YORK, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Special Opportunities Fund, Inc. (NYSE: SPE) (the “Fund”) today announced that the Fund's Board of Directors (the “Board”) has declared the next three monthly distributions under the Fund's managed distribution plan.
View source ↗ - Newsseekingalpha.com·21d ago·Positive
Gathering Alpha Where Nobody Watches With SPE's Preferred Stock Special Opportunities Fund, Inc. (SPE) offers diversified exposure to SPACs, CEFs, and BDCs, with a 15% discount to NAV on common stock. SPE.PR.C convertible preferred shares yield approximately 7.1%, trade below par, and are protected by a 400%+ asset coverage ratio under the 1940 Act. I recommend buying SPE.PR.C at $24.80 or lower due to its high price sensitivity and low duration, making it a viable cash substitute.
View source ↗
Insider trading
Open-market buys and sells by SPE officers and directors.
- Bought
- $903k
- Sold
- $1.8m
48 trades
15 trades
- Dakos Andrewsold
- Dakos Andrewsold
- Dakos Andrewsold
- Dakos Andrewsold
- Goldstein Phillipbought
- Goldstein Phillipbought
- Goldstein Phillipbought
- Goldstein Phillipbought
37 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in SPE.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.