SPE (Special Opportunities Fund) ROCE %: % (As of Dec. 2025)

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

SPE Special Opportunities Fund Inc SPE
50 GF Score
Price $13.56
GF Value $11.02
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Special Opportunities Fund ROCE %?

Special Opportunities Fund SPE -0.11% 50 ROCE % is % as of Dec. 2025. GuruFocus rates SPE with a GF Score™ of 50/100 and a GF Value™ of $11.02 (Modestly Overvalued). The stock has 2 warning signs investors should review.

ROCE % does not apply to banks and insurance companies.

SPE
50GF Score
Special Opportunities Fund Inc SPE
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of % mean?
Special Opportunities Fund (SPE) has a ROCE % of % as of Dec. 2025.
Is Special Opportunities Fund's ROCE % too high?
Special Opportunities Fund's current ROCE % is %. Overall, Special Opportunities Fund has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Special Opportunities Fund's ROCE % compare to EVG and PFD?
Special Opportunities Fund's ROCE % of % can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.82. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.82, based on 712 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Special Opportunities Fund's current ROCE % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Special Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, Special Opportunities Fund (SPE) is currently considered Modestly Overvalued. The stock's GF Value™ is $11.02, compared to a current price of $13.56 — trading 23% above its estimated fair value. The current ROCE % is %. Special Opportunities Fund's overall GF Score™ is 50/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Special Opportunities Fund (SPE), the current ROCE % is % as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Special Opportunities Fund (SPE) Overvalued in 2026?

Based on GuruFocus' analysis, Special Opportunities Fund stock appears to be overvalued. The current stock price of $13.56 is trading 23% above its estimated GF Value™ of $11.02. GuruFocus considers Special Opportunities Fund to be Modestly Overvalued.

Key valuation signals for SPE:

  • ROCE %: %
  • GF Value™: $11.02 vs. price of $13.56 (23% above fair value)
  • GF Score™: 50/100 with 2 warning signs

No single metric tells the full story. See the SPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Special Opportunities Fund Business Description

Address 615 East Michigan Street, Milwaukee, WI, USA, 53202
Special Opportunities Fund Inc is a closed-ended diversified management investment company. Its investment objective is to have the total return. The company's investment portfolio consists of investment companies, common stocks, money market funds, commodity partnerships, preferred stocks, convertible bonds, liquidating trusts, promissory notes, senior unsecured notes, warrants, rights, corporate notes and corporate bonds.
50GF Score

Get the complete analysis for SPE

ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$13.56
Price
$11.02
GF Value