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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$14.61 +0.18 (+1.25%)
(As of 12/20/2024 04:33 PM ET)

SPE vs. CION, MUJ, PDT, PEO, IFN, DSU, RMT, ASA, MCI, and MYN

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include CION Investment (CION), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), John Hancock Premium Dividend Fund (PDT), Adams Natural Resources Fund (PEO), The India Fund (IFN), BlackRock Debt Strategies Fund (DSU), Royce Micro-Cap Trust (RMT), ASA Gold and Precious Metals (ASA), Barings Corporate Investors (MCI), and BlackRock MuniYield New York Quality Fund (MYN). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs.

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

CION Investment has a net margin of 31.21% compared to Special Opportunities Fund's net margin of 0.00%. CION Investment's return on equity of 11.49% beat Special Opportunities Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
CION Investment31.21% 11.49% 5.04%
Special Opportunities Fund N/A N/A N/A

CION Investment pays an annual dividend of $1.44 per share and has a dividend yield of 12.4%. Special Opportunities Fund pays an annual dividend of $1.14 per share and has a dividend yield of 7.8%. CION Investment pays out 98.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

CION Investment has higher revenue and earnings than Special Opportunities Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CION Investment$90.95M6.83$95.31M$1.477.93
Special Opportunities Fund$34.97M4.67N/AN/AN/A

CION Investment has a beta of 1.14, indicating that its stock price is 14% more volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500.

32.0% of CION Investment shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 0.1% of CION Investment shares are held by company insiders. Comparatively, 49.3% of Special Opportunities Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Special Opportunities Fund received 146 more outperform votes than CION Investment when rated by MarketBeat users. Likewise, 66.67% of users gave Special Opportunities Fund an outperform vote while only 30.77% of users gave CION Investment an outperform vote.

CompanyUnderperformOutperform
CION InvestmentOutperform Votes
4
30.77%
Underperform Votes
9
69.23%
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%

CION Investment currently has a consensus target price of $12.25, indicating a potential upside of 5.15%. Given CION Investment's stronger consensus rating and higher possible upside, equities analysts plainly believe CION Investment is more favorable than Special Opportunities Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CION Investment
0 Sell rating(s)
2 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

In the previous week, Special Opportunities Fund had 1 more articles in the media than CION Investment. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for CION Investment. Special Opportunities Fund's average media sentiment score of 0.88 beat CION Investment's score of 0.68 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Overall Sentiment
CION Investment Positive
Special Opportunities Fund Positive

Summary

CION Investment beats Special Opportunities Fund on 9 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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

MetricSpecial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$163.37M$8.37B$10.88B$19.18B
Dividend Yield7.69%6.74%10.01%3.58%
P/E RatioN/A0.4428.9641.22
Price / Sales4.6714.6250.8217.58
Price / CashN/A7.0330.1321.28
Price / BookN/A0.882.725.32
Net IncomeN/A$73.96M$1.03B$989.67M
7 Day Performance-5.92%-2.96%-2.88%-3.45%
1 Month Performance-1.22%-2.31%-2.84%-3.73%
1 Year Performance24.87%3.73%11.26%12.06%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$14.61
+1.2%
N/A+24.8%$163.37M$34.97M0.00N/AEx-Dividend
CION
CION Investment
1.7645 of 5 stars
$11.83
-0.3%
$12.25
+3.6%
+1.3%$630.37M$90.95M8.07N/ANews Coverage
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.46
-0.7%
N/A-2.8%$618.68M$29.93M0.00N/APositive News
High Trading Volume
PDT
John Hancock Premium Dividend Fund
N/A$12.41
-1.6%
N/A+15.3%$610.45MN/A0.00147,000
PEO
Adams Natural Resources Fund
N/A$21.74
-1.5%
N/A+1.2%$554.59MN/A0.0018
IFN
The India Fund
N/A$16.98
-0.5%
N/A-8.6%$527.33M$175.62M0.0021,000News Coverage
DSU
BlackRock Debt Strategies Fund
N/A$10.88
+0.5%
N/A+1.2%$509.45MN/A0.00N/APositive News
RMT
Royce Micro-Cap Trust
N/A$9.94
+0.4%
N/A+8.4%$503.78M$93.64M0.00N/A
ASA
ASA Gold and Precious Metals
N/A$20.30
-2.0%
N/A+28.6%$436.94M$65.95M0.001,100News Coverage
Positive News
MCI
Barings Corporate Investors
N/A$20.19
+1.0%
N/A+12.5%$409.84M$38.27M0.00N/A
MYN
BlackRock MuniYield New York Quality Fund
N/A$10.37
flat
N/A-2.0%$397.28MN/A0.00N/A

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This page (NYSE:SPE) was last updated on 12/21/2024 by MarketBeat.com Staff
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