EVOLUTION PETROLEUM CORP (EPM) Fundamental Analysis & Valuation

NYSEARCA:EPM • US30049A1079

4.59 USD
+0.08 (+1.77%)
At close: Mar 6, 2026
4.6 USD
+0.01 (+0.22%)
After Hours: 3/6/2026, 8:14:16 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This EPM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

3

We assign a fundamental rating of 3 out of 10 to EPM. EPM was compared to 207 industry peers in the Oil, Gas & Consumable Fuels industry. EPM has a bad profitability rating. Also its financial health evaluation is rather negative. EPM is quite expensive at the moment. It does show a decent growth rate. Finally EPM also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

3

1. EPM Profitability Analysis

1.1 Basic Checks

  • In the past year EPM was profitable.
  • In the past year EPM had a positive cash flow from operations.
  • Of the past 5 years EPM 4 years were profitable.
  • Each year in the past 5 years EPM had a positive operating cash flow.
EPM Yearly Net Income VS EBIT VS OCF VS FCFEPM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20M -20M 40M

1.2 Ratios

  • EPM has a worse Return On Assets (-0.08%) than 68.60% of its industry peers.
  • Looking at the Return On Equity, with a value of -0.20%, EPM is doing worse than 67.15% of the companies in the same industry.
  • EPM has a worse Return On Invested Capital (1.13%) than 71.50% of its industry peers.
  • EPM had an Average Return On Invested Capital over the past 3 years of 12.05%. This is significantly below the industry average of 22.17%.
  • The last Return On Invested Capital (1.13%) for EPM is well below the 3 year average (12.05%), which needs to be investigated, but indicates that EPM had better years and this may not be a problem.
Industry RankSector Rank
ROA -0.08%
ROE -0.2%
ROIC 1.13%
ROA(3y)10.2%
ROA(5y)6.24%
ROE(3y)14.9%
ROE(5y)11.56%
ROIC(3y)12.05%
ROIC(5y)14.05%
EPM Yearly ROA, ROE, ROICEPM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40

1.3 Margins

  • In the last couple of years the Profit Margin of EPM has declined.
  • With a Operating Margin value of 2.62%, EPM is not doing good in the industry: 69.08% of the companies in the same industry are doing better.
  • EPM's Operating Margin has declined in the last couple of years.
  • EPM has a Gross Margin (40.59%) which is comparable to the rest of the industry.
  • EPM's Gross Margin has declined in the last couple of years.
Industry RankSector Rank
OM 2.62%
PM (TTM) N/A
GM 40.59%
OM growth 3Y-51.13%
OM growth 5Y-22.27%
PM growth 3Y-64.96%
PM growth 5Y-42.25%
GM growth 3Y-8.4%
GM growth 5Y-4.8%
EPM Yearly Profit, Operating, Gross MarginsEPM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50 -50

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. EPM Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so EPM is still creating some value.
  • Compared to 1 year ago, EPM has more shares outstanding
  • The number of shares outstanding for EPM has been increased compared to 5 years ago.
  • Compared to 1 year ago, EPM has an improved debt to assets ratio.
EPM Yearly Shares OutstandingEPM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M
EPM Yearly Total Debt VS Total AssetsEPM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M

2.2 Solvency

  • Based on the Altman-Z score of 1.63, we must say that EPM is in the distress zone and has some risk of bankruptcy.
  • EPM's Altman-Z score of 1.63 is in line compared to the rest of the industry. EPM outperforms 56.52% of its industry peers.
  • A Debt/Equity ratio of 0.77 indicates that EPM is somewhat dependend on debt financing.
  • The Debt to Equity ratio of EPM (0.77) is worse than 63.28% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.77
Debt/FCF N/A
Altman-Z 1.63
ROIC/WACC0.14
WACC8.27%
EPM Yearly LT Debt VS Equity VS FCFEPM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20M -20M 40M 60M 80M

2.3 Liquidity

  • EPM has a Current Ratio of 0.70. This is a bad value and indicates that EPM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • EPM has a Current ratio of 0.70. This is in the lower half of the industry: EPM underperforms 72.46% of its industry peers.
  • EPM has a Quick Ratio of 0.70. This is a bad value and indicates that EPM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • EPM has a Quick ratio of 0.70. This is in the lower half of the industry: EPM underperforms 65.70% of its industry peers.
Industry RankSector Rank
Current Ratio 0.7
Quick Ratio 0.7
EPM Yearly Current Assets VS Current LiabilitesEPM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. EPM Growth Analysis

3.1 Past

  • EPM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 60.00%, which is quite impressive.
  • Measured over the past years, EPM shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -25.42% on average per year.
  • Looking at the last year, EPM shows a decrease in Revenue. The Revenue has decreased by -0.04% in the last year.
  • Measured over the past years, EPM shows a very strong growth in Revenue. The Revenue has been growing by 23.73% on average per year.
EPS 1Y (TTM)60%
EPS 3Y-68.61%
EPS 5Y-25.42%
EPS Q2Q%150%
Revenue 1Y (TTM)-0.04%
Revenue growth 3Y-7.63%
Revenue growth 5Y23.73%
Sales Q2Q%1.99%

3.2 Future

  • Based on estimates for the next years, EPM will show a very strong growth in Earnings Per Share. The EPS will grow by 65.61% on average per year.
  • The Revenue is expected to grow by 3.33% on average over the next years.
EPS Next Y-77.54%
EPS Next 2Y-66.52%
EPS Next 3Y82.32%
EPS Next 5Y65.61%
Revenue Next Year-1.62%
Revenue Next 2Y-0.76%
Revenue Next 3Y3.11%
Revenue Next 5Y3.33%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
EPM Yearly Revenue VS EstimatesEPM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 20M 40M 60M 80M 100M
EPM Yearly EPS VS EstimatesEPM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 0.5 1

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Find the best growth stocksShow best growing peers

1

4. EPM Valuation Analysis

4.1 Price/Earnings Ratio

  • EPM is valuated quite expensively with a Price/Earnings ratio of 57.38.
  • 64.73% of the companies in the same industry are cheaper than EPM, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 26.29. EPM is valued rather expensively when compared to this.
  • Based on the Price/Forward Earnings ratio of 1364.73, the valuation of EPM can be described as expensive.
  • 66.18% of the companies in the same industry are cheaper than EPM, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 24.57. EPM is valued rather expensively when compared to this.
Industry RankSector Rank
PE 57.38
Fwd PE 1364.73
EPM Price Earnings VS Forward Price EarningsEPM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 200 400 600 800 1K

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of EPM indicates a somewhat cheap valuation: EPM is cheaper than 60.39% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.53
EPM Per share dataEPM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 0.5 1 1.5 2

4.3 Compensation for Growth

  • EPM's earnings are expected to grow with 82.32% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-66.52%
EPS Next 3Y82.32%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. EPM Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 10.64%, EPM is a good candidate for dividend investing.
  • EPM's Dividend Yield is rather good when compared to the industry average which is at 3.39. EPM pays more dividend than 96.14% of the companies in the same industry.
  • EPM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 10.64%

5.2 History

  • On average, the dividend of EPM grows each year by 8.26%, which is quite nice.
  • EPM has paid a dividend for at least 10 years, which is a reliable track record.
  • EPM has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)8.26%
Div Incr Years0
Div Non Decr Years4
EPM Yearly Dividends per shareEPM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.1 0.2 0.3 0.4

5.3 Sustainability

  • The earnings of EPM are negative and hence is the payout ratio. EPM will probably not be able to sustain this dividend level.
  • EPM's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP-11849.64%
EPS Next 2Y-66.52%
EPS Next 3Y82.32%
EPM Yearly Income VS Free CF VS DividendEPM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20M -20M 40M

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Find the best dividend stocksShow peers with best dividend

EPM Fundamentals: All Metrics, Ratios and Statistics

EVOLUTION PETROLEUM CORP

NYSEARCA:EPM (3/6/2026, 8:14:16 PM)

After market: 4.6 +0.01 (+0.22%)

4.59

+0.08 (+1.77%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-10
Earnings (Next)05-11
Inst Owners51.08%
Inst Owner Change-5.28%
Ins Owners10.64%
Ins Owner Change6.45%
Market Cap160.65M
Revenue(TTM)85.84M
Net Income(TTM)-139.00K
Analysts77.5
Price Target5.24 (14.16%)
Short Float %6.73%
Short Ratio4.57
Dividend
Industry RankSector Rank
Dividend Yield 10.64%
Yearly Dividend0.48
Dividend Growth(5Y)8.26%
DP-11849.64%
Div Incr Years0
Div Non Decr Years4
Ex-Date03-16
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-0.87%
Min Revenue beat(2)-1.74%
Max Revenue beat(2)0%
Revenue beat(4)0
Avg Revenue beat(4)-1.39%
Min Revenue beat(4)-3.68%
Max Revenue beat(4)0%
Revenue beat(8)1
Avg Revenue beat(8)-2.77%
Revenue beat(12)3
Avg Revenue beat(12)-1.02%
Revenue beat(16)7
Avg Revenue beat(16)0.93%
PT rev (1m)0%
PT rev (3m)0.24%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-44.5%
EPS NY rev (1m)0%
EPS NY rev (3m)122.23%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.69%
Revenue NY rev (1m)-0.28%
Revenue NY rev (3m)0.31%
Valuation
Industry RankSector Rank
PE 57.38
Fwd PE 1364.73
P/S 1.87
P/FCF N/A
P/OCF 4.79
P/B 2.3
P/tB 2.3
EV/EBITDA 8.53
EPS(TTM)0.08
EY1.74%
EPS(NY)0
Fwd EY0.07%
FCF(TTM)-0.18
FCFYN/A
OCF(TTM)0.96
OCFY20.88%
SpS2.46
BVpS1.99
TBVpS1.99
PEG (NY)N/A
PEG (5Y)N/A
Graham Number1.89
Profitability
Industry RankSector Rank
ROA -0.08%
ROE -0.2%
ROCE 1.48%
ROIC 1.13%
ROICexc 1.14%
ROICexgc 1.14%
OM 2.62%
PM (TTM) N/A
GM 40.59%
FCFM N/A
ROA(3y)10.2%
ROA(5y)6.24%
ROE(3y)14.9%
ROE(5y)11.56%
ROIC(3y)12.05%
ROIC(5y)14.05%
ROICexc(3y)13.17%
ROICexc(5y)15.24%
ROICexgc(3y)13.17%
ROICexgc(5y)15.24%
ROCE(3y)15.75%
ROCE(5y)18.36%
ROICexgc growth 3Y-58.04%
ROICexgc growth 5Y-16.28%
ROICexc growth 3Y-58.04%
ROICexc growth 5Y-16.27%
OM growth 3Y-51.13%
OM growth 5Y-22.27%
PM growth 3Y-64.96%
PM growth 5Y-42.25%
GM growth 3Y-8.4%
GM growth 5Y-4.8%
F-Score2
Asset Turnover0.5
Health
Industry RankSector Rank
Debt/Equity 0.77
Debt/FCF N/A
Debt/EBITDA 2.17
Cap/Depr 176.91%
Cap/Sales 46.14%
Interest Coverage 250
Cash Conversion 135.88%
Profit Quality N/A
Current Ratio 0.7
Quick Ratio 0.7
Altman-Z 1.63
F-Score2
WACC8.27%
ROIC/WACC0.14
Cap/Depr(3y)131.6%
Cap/Depr(5y)287.89%
Cap/Sales(3y)29.48%
Cap/Sales(5y)39.24%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)60%
EPS 3Y-68.61%
EPS 5Y-25.42%
EPS Q2Q%150%
EPS Next Y-77.54%
EPS Next 2Y-66.52%
EPS Next 3Y82.32%
EPS Next 5Y65.61%
Revenue 1Y (TTM)-0.04%
Revenue growth 3Y-7.63%
Revenue growth 5Y23.73%
Sales Q2Q%1.99%
Revenue Next Year-1.62%
Revenue Next 2Y-0.76%
Revenue Next 3Y3.11%
Revenue Next 5Y3.33%
EBIT growth 1Y-71.72%
EBIT growth 3Y-54.86%
EBIT growth 5Y-3.82%
EBIT Next Year738.22%
EBIT Next 3Y105.63%
EBIT Next 5Y59.84%
FCF growth 1Y-119.44%
FCF growth 3YN/A
FCF growth 5Y53.61%
OCF growth 1Y-13.05%
OCF growth 3Y-14.27%
OCF growth 5Y21.67%

EVOLUTION PETROLEUM CORP / EPM FAQ

What is the fundamental rating for EPM stock?

ChartMill assigns a fundamental rating of 3 / 10 to EPM.


What is the valuation status of EVOLUTION PETROLEUM CORP (EPM) stock?

ChartMill assigns a valuation rating of 1 / 10 to EVOLUTION PETROLEUM CORP (EPM). This can be considered as Overvalued.


Can you provide the profitability details for EVOLUTION PETROLEUM CORP?

EVOLUTION PETROLEUM CORP (EPM) has a profitability rating of 3 / 10.


What is the expected EPS growth for EVOLUTION PETROLEUM CORP (EPM) stock?

The Earnings per Share (EPS) of EVOLUTION PETROLEUM CORP (EPM) is expected to decline by -77.54% in the next year.


Can you provide the dividend sustainability for EPM stock?

The dividend rating of EVOLUTION PETROLEUM CORP (EPM) is 7 / 10 and the dividend payout ratio is -11849.64%.