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Special Opportunities Fund's ROE % for the quarter that ended in Dec. 2025 was 6.36%. Special Opportunities Fund's PB Ratio for the quarter that ended in Dec. 2025 was 0.90.
Special Opportunities Fund's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 7.07%.
Special Opportunities Fund ROE % Adjusted to Book Value Related Terms
Special Opportunities Fund ROE % Adjusted to Book Value Historical Data
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The historical data trend for Special Opportunities Fund's ROE % Adjusted to Book Value can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Special Opportunities Fund ROE % Adjusted to Book Value Chart
SPE vs EVG, PFD, MPA: ROE % Adjusted to Book Value Comparison
For the Asset Management subindustry, Special Opportunities Fund's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Special Opportunities Fund ROE % Adjusted to Book Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Special Opportunities Fund's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Special Opportunities Fund's ROE % Adjusted to Book Value falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a ROE % Adjusted to Book Value of 7.07% mean?
Special Opportunities Fund (SPE) has a ROE % Adjusted to Book Value of 7.07% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Special Opportunities Fund and its competitors.
Is Special Opportunities Fund's ROE % Adjusted to Book Value too high?
Special Opportunities Fund's current ROE % Adjusted to Book Value is 7.07%. 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 ROE % Adjusted to Book Value compare to EVG and PFD?
Special Opportunities Fund's ROE % Adjusted to Book Value of 7.07% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Special Opportunities Fund and its competitors. Special Opportunities Fund's current ROE % Adjusted to Book Value is 7.07%. 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 ROE % Adjusted to Book Value is 7.07%. 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 ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Special Opportunities Fund (SPE), the current ROE % Adjusted to Book Value is 7.07% 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:
ROE % Adjusted to Book Value: 7.07%
GF Value™: $11.02 vs. price of $13.56 (23% above fair value)
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 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
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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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