Special Opportunities Fund, Inc. (SPE)

SPE Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	May 26, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Capitalization	149	156	155	133	131	196
Market Cap Growth	-	0.36%	17.24%	1.49%	-33.47%	64.10%
Enterprise Value	204	212	211	191	189	209
Last Close Price	13.94	14.15	12.34	9.18	8.04	9.85
PE Ratio	7.58	7.99	4.48	5.25	-	4.92
PS Ratio	19.39	20.43	15.02	13.74	19.42	46.19
PB Ratio	0.85	0.68	0.67	0.62	0.63	0.93
P/TBV Ratio	0.85	0.90	0.89	0.84	0.88	0.93
P/OCF Ratio	9.49	10.00	8.10	7.11	-	8.49
EV/Sales Ratio	26.71	27.75	20.40	19.76	28.09	49.20
EV/EBIT Ratio	47.33	49.18	29.16	28.54	54.35	156.24
Net Debt / Equity Ratio	-	-	-	0	-0.01	0
Asset Turnover	0.03	0.03	0.05	0.05	0.03	0.02
Quick Ratio	0.11	0.11	0.46	1.30	1.30	11.04
Current Ratio	0.11	0.11	0.46	1.30	1.30	11.04
Return on Equity (ROE)	9.16%	9.16%	16.31%	12.65%	-11.80%	20.23%
Return on Assets (ROA)	1.15%	1.15%	2.02%	1.96%	1.03%	0.41%
Return on Capital Employed (ROCE)	1.90%	1.90%	3.10%	3.10%	1.70%	0.60%
Earnings Yield	13.20%	13.51%	23.33%	20.10%	-18.87%	20.76%
Dividend Yield	14.39%	14.26%	9.28%	11.33%	16.44%	12.27%
Payout Ratio	109.32%	73.70%	38.26%	50.15%	-	52.95%
Buyback Yield / Dilution	0.05%	0.05%	3.47%	3.95%	9.83%	-49.55%
Total Shareholder Return	14.52%	14.31%	12.75%	15.28%	26.28%	-37.28%

Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q