Special Opportunities Fund, Inc.
SPEFinancial ServicesNASDAQAsset Management · Last scanned Sep 9, 2026
Scan Results
Daily timeframeSpecial Opportunities Fund, Inc. With a market capitalization of $148.7M, it sits in micro-cap territory. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC.
Market Cap
$148.7M
Beta
—
P/E (TTM)
14.05
P/E (Fwd)
—
EPS (TTM)
$0.96
EPS (Fwd)
—
ROE
4.7%
ROA
1.4%
Cash
—
Total Debt
$0
Free CF
$3.9M
52W Change
-14.3%
Annual Financials
Cash vs Debt
Where SPE stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, SPE finished 0.22% below its 150-day moving average ($13.54) and 0.44% below its 200-day moving average ($13.57). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is SPE overbought or oversold?
At the September 3, 2026 close, SPE's RSI(14) was 48.5, in neutral territory (between 30 and 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Special Opportunities Fund, Inc. carries $0 in total debt, a figure that investors should evaluate relative to the company's earnings power. The company generates $3.9M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. ROE of 4.7% points to modest capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 1.4% is on the lower side, which is common in asset-heavy industries. Revenue has grown from -$23.7M (2022) to $22.1M (2025), reflecting a 193% increase over the period.
Investors considering Special Opportunities Fund, Inc. should weigh the typical risks associated with SPE's sector, size, and financial profile against their own risk tolerance and investment objectives. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing SPE.