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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$12.86 -0.07 (-0.50%)
Closing price 03:51 PM Eastern
Extended Trading
$12.82 -0.04 (-0.31%)
As of 04:15 PM Eastern
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SPE vs. NOAH, GEMI, FAC, VGM, and MMU

Should you buy Special Opportunities Fund stock or one of its competitors? Special Opportunities Fund's main competitors and comparable companies include Noah (NOAH), Gemini Space Station (GEMI), Factorial Energy (FAC), Inv Vk Tr Inv (VGM), and Western Asset Managed Municipals Fund (MMU). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Special Opportunities Fund compare to Noah?

Noah (NYSE:NOAH) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, profitability, dividends, analyst recommendations, valuation, institutional ownership, risk and media sentiment.

Noah has higher revenue and earnings than Special Opportunities Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Noah$373.26M1.46$79.92M$1.236.49
Special Opportunities FundN/AN/AN/AN/AN/A

Noah pays an annual dividend of $0.63 per share and has a dividend yield of 7.9%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.8%. Noah pays out 51.2% of its earnings in the form of a dividend.

42.7% of Noah shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 47.2% of Noah shares are owned by company insiders. Comparatively, 1.1% of Special Opportunities Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Noah has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

Noah presently has a consensus target price of $9.85, indicating a potential upside of 23.46%. Given Noah's stronger consensus rating and higher possible upside, analysts clearly believe Noah is more favorable than Special Opportunities Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Noah
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Noah has a net margin of 22.57% compared to Special Opportunities Fund's net margin of 0.00%. Noah's return on equity of 6.37% beat Special Opportunities Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Noah22.57% 6.37% 5.38%
Special Opportunities Fund N/A N/A N/A

In the previous week, Special Opportunities Fund had 1 more articles in the media than Noah. MarketBeat recorded 2 mentions for Special Opportunities Fund and 1 mentions for Noah. Special Opportunities Fund's average media sentiment score of 0.76 beat Noah's score of -0.33 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Noah
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Noah beats Special Opportunities Fund on 9 of the 13 factors compared between the two stocks.

How does Special Opportunities Fund compare to Gemini Space Station?

Special Opportunities Fund (NYSE:SPE) and Gemini Space Station (NASDAQ:GEMI) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, media sentiment, profitability, dividends, earnings, risk and institutional ownership.

Special Opportunities Fund has higher earnings, but lower revenue than Gemini Space Station.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities FundN/AN/AN/AN/AN/A
Gemini Space Station$206.71M3.26-$582.81M-$9.71N/A

Special Opportunities Fund has a net margin of 0.00% compared to Gemini Space Station's net margin of -250.13%. Special Opportunities Fund's return on equity of 0.00% beat Gemini Space Station's return on equity.

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
Gemini Space Station -250.13%-75.66%-22.38%

35.6% of Special Opportunities Fund shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by company insiders. Comparatively, 63.2% of Gemini Space Station shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, Gemini Space Station had 3 more articles in the media than Special Opportunities Fund. MarketBeat recorded 5 mentions for Gemini Space Station and 2 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.76 beat Gemini Space Station's score of 0.39 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gemini Space Station
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Gemini Space Station has a consensus price target of $10.84, suggesting a potential upside of 108.39%. Given Gemini Space Station's stronger consensus rating and higher probable upside, analysts plainly believe Gemini Space Station is more favorable than Special Opportunities Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Gemini Space Station
3 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Gemini Space Station beats Special Opportunities Fund on 6 of the 11 factors compared between the two stocks.

How does Special Opportunities Fund compare to Factorial Energy?

Special Opportunities Fund (NYSE:SPE) and Factorial Energy (NASDAQ:FAC) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and profitability.

Factorial Energy has a consensus target price of $13.00, indicating a potential upside of 103.76%. Given Factorial Energy's stronger consensus rating and higher probable upside, analysts clearly believe Factorial Energy is more favorable than Special Opportunities Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Factorial Energy
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Special Opportunities Fund has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, Factorial Energy has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market.

Special Opportunities Fund's return on equity of 0.00% beat Factorial Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
Factorial Energy N/A -41.99%-1.91%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities FundN/AN/AN/AN/AN/A
Factorial EnergyN/AN/A$6.22M-$0.66N/A

In the previous week, Special Opportunities Fund and Special Opportunities Fund both had 2 articles in the media. Factorial Energy's average media sentiment score of 1.23 beat Special Opportunities Fund's score of 0.76 indicating that Factorial Energy is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Factorial Energy
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

35.6% of Special Opportunities Fund shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Factorial Energy beats Special Opportunities Fund on 5 of the 9 factors compared between the two stocks.

How does Special Opportunities Fund compare to Inv Vk Tr Inv?

Special Opportunities Fund (NYSE:SPE) and Inv Vk Tr Inv (NYSE:VGM) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, media sentiment, analyst recommendations, profitability, earnings, dividends and valuation.

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
Inv Vk Tr Inv N/A N/A N/A

In the previous week, Special Opportunities Fund had 1 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 2 mentions for Special Opportunities Fund and 1 mentions for Inv Vk Tr Inv. Special Opportunities Fund's average media sentiment score of 0.76 beat Inv Vk Tr Inv's score of -1.04 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Inv Vk Tr Inv
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Negative

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities FundN/AN/AN/AN/AN/A
Inv Vk Tr InvN/AN/AN/AN/AN/A

Special Opportunities Fund has a beta of 0.77, indicating that its stock price is 23% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.69, indicating that its stock price is 31% less volatile than the broader market.

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by company insiders. Comparatively, 1.0% of Inv Vk Tr Inv shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.8%. Inv Vk Tr Inv pays an annual dividend of $0.26 per share and has a dividend yield of 3.0%.

Summary

Special Opportunities Fund beats Inv Vk Tr Inv on 5 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to Western Asset Managed Municipals Fund?

Special Opportunities Fund (NYSE:SPE) and Western Asset Managed Municipals Fund (NYSE:MMU) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, risk, earnings, profitability, analyst recommendations and valuation.

Special Opportunities Fund has a beta of 0.77, indicating that its stock price is 23% less volatile than the broader market. Comparatively, Western Asset Managed Municipals Fund has a beta of 0.53, indicating that its stock price is 47% less volatile than the broader market.

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.8%. Western Asset Managed Municipals Fund pays an annual dividend of $0.16 per share and has a dividend yield of 1.8%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities FundN/AN/AN/AN/AN/A
Western Asset Managed Municipals FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
Western Asset Managed Municipals Fund N/A N/A N/A

In the previous week, Special Opportunities Fund had 1 more articles in the media than Western Asset Managed Municipals Fund. MarketBeat recorded 2 mentions for Special Opportunities Fund and 1 mentions for Western Asset Managed Municipals Fund. Special Opportunities Fund's average media sentiment score of 0.76 beat Western Asset Managed Municipals Fund's score of 0.72 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Western Asset Managed Municipals Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

35.6% of Special Opportunities Fund shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Special Opportunities Fund beats Western Asset Managed Municipals Fund on 6 of the 6 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SPE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SPE vs. The Competition

Export
MetricSpecial Opportunities FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$136.63M$5.20B$13.58B$22.82B
Dividend Yield11.77%7.51%5.99%3.69%
P/E RatioN/A29.5124.5827.75
Price / SalesN/A1,196.59505.7921.84
Price / CashN/A47.8929.8719.27
Price / BookN/A3.502.704.65
Net IncomeN/A$417.69M$1.32B$1.07B
7 Day Performance-2.61%-1.43%0.30%-2.35%
1 Month Performance-5.13%-3.10%-2.16%-5.61%
1 Year Performance-17.32%1.00%7.23%6.89%

Special Opportunities Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$12.87
-0.5%		N/A-16.8%$136.63MN/AN/AN/A
NOAH
Noah
4.3636 of 5 stars		$8.01
-1.6%		$10.75
+34.2%		-29.3%$547.39M$373.26M6.511,778
GEMI
Gemini Space Station
2.474 of 5 stars		$4.18
-4.1%		$10.84
+159.2%		-76.8%$541.95M$206.71MN/A650
FAC
Factorial Energy
3.46 of 5 stars		$5.00
flat		$13.00
+160.0%		N/A$535.10MN/AN/A2
VGM
Inv Vk Tr Inv
N/A$9.58
+0.1%		N/A-9.1%$519.63MN/AN/A147,000

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This page (NYSE:SPE) was last updated on 9/28/2026 by MarketBeat.com Staff.
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