EVOLUTION PETROLEUM CORP (EPM) Fundamental Analysis & Valuation

NYSEARCA:EPM • US30049A1079

Current stock price

4.69 USD
-0.07 (-1.47%)
At close:
4.69 USD
0 (0%)
After Hours:

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

3

1. EPM Profitability Analysis

1.1 Basic Checks

  • EPM had positive earnings in the past year.
  • In the past year EPM had a positive cash flow from operations.
  • Of the past 5 years EPM 4 years were profitable.
  • In the past 5 years EPM always reported a positive cash flow from operatings.
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

  • The Return On Assets of EPM (1.62%) is worse than 60.39% of its industry peers.
  • The Return On Equity of EPM (4.07%) is worse than 60.39% of its industry peers.
  • The Return On Invested Capital of EPM (1.78%) is worse than 70.05% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for EPM is significantly below the industry average of 22.51%.
  • The last Return On Invested Capital (1.78%) 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 1.62%
ROE 4.07%
ROIC 1.78%
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

  • Looking at the Profit Margin, with a value of 3.21%, EPM is in line with its industry, outperforming 40.10% of the companies in the same industry.
  • EPM's Profit Margin has declined in the last couple of years.
  • EPM has a worse Operating Margin (4.09%) than 64.73% of its industry peers.
  • In the last couple of years the Operating Margin of EPM has declined.
  • EPM has a Gross Margin of 42.37%. This is comparable to the rest of the industry: EPM outperforms 52.66% of its industry peers.
  • EPM's Gross Margin has declined in the last couple of years.
Industry RankSector Rank
OM 4.09%
PM (TTM) 3.21%
GM 42.37%
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

  • EPM has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is 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 1.68, we must say that EPM is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of EPM (1.68) is comparable to the rest of the industry.
  • A Debt/Equity ratio of 0.81 indicates that EPM is somewhat dependend on debt financing.
  • The Debt to Equity ratio of EPM (0.81) is worse than 64.25% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF N/A
Altman-Z 1.68
ROIC/WACC0.21
WACC8.39%
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

  • A Current Ratio of 0.90 indicates that EPM may have some problems paying its short term obligations.
  • EPM has a Current ratio of 0.90. This is in the lower half of the industry: EPM underperforms 63.77% of its industry peers.
  • EPM has a Quick Ratio of 0.90. This is a bad value and indicates that EPM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.90, EPM is in line with its industry, outperforming 43.96% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.9
Quick Ratio 0.9
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

  • The Earnings Per Share has grown by an impressive 60.00% over the past year.
  • 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.
  • The Revenue has decreased by -0.91% in the past year.
  • The Revenue has been growing by 23.73% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)60%
EPS 3Y-68.61%
EPS 5Y-25.42%
EPS Q2Q%150%
Revenue 1Y (TTM)-0.91%
Revenue growth 3Y-7.63%
Revenue growth 5Y23.73%
Sales Q2Q%1.99%

3.2 Future

  • The Earnings Per Share is expected to grow by 65.61% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 3.33% on average over the next years.
EPS Next Y-43.88%
EPS Next 2Y-85.07%
EPS Next 3Y18.96%
EPS Next 5Y65.61%
Revenue Next Year-4.37%
Revenue Next 2Y-5.39%
Revenue Next 3Y0.68%
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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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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1

4. EPM Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 58.63, which means the current valuation is very expensive for EPM.
  • Compared to the rest of the industry, the Price/Earnings ratio of EPM indicates a slightly more expensive valuation: EPM is more expensive than 63.28% of the companies listed in the same industry.
  • EPM's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 25.71.
  • The Forward Price/Earnings Ratio is negative for EPM. No positive earnings are expected for the next year.
Industry RankSector Rank
PE 58.63
Fwd PE N/A
EPM Price Earnings VS Forward Price EarningsEPM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 50 -50 -100

4.2 Price Multiples

  • 60.39% of the companies in the same industry are more expensive than EPM, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.2
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 18.96% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-85.07%
EPS Next 3Y18.96%

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

7

5. EPM Dividend Analysis

5.1 Amount

  • EPM has a Yearly Dividend Yield of 10.08%, which is a nice return.
  • EPM's Dividend Yield is rather good when compared to the industry average which is at 3.47. EPM pays more dividend than 93.24% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.91, EPM pays a better dividend.
Industry RankSector Rank
Dividend Yield 10.08%

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

  • 603.71% of the earnings are spent on dividend by EPM. This is not a sustainable payout ratio.
  • The dividend of EPM is growing, but earnings are growing more, so the dividend growth is sustainable.
DP603.71%
EPS Next 2Y-85.07%
EPS Next 3Y18.96%
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
EPM Dividend Payout.EPM Dividend Payout, showing the Payout Ratio.EPM Dividend Payout.PayoutRetained Earnings

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EPM Fundamentals: All Metrics, Ratios and Statistics

EVOLUTION PETROLEUM CORP

NYSEARCA:EPM (3/13/2026, 8:23:02 PM)

After market: 4.69 0 (0%)

4.69

-0.07 (-1.47%)

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 Cap164.15M
Revenue(TTM)85.64M
Net Income(TTM)2.75M
Analysts77.5
Price Target5.24 (11.73%)
Short Float %6.73%
Short Ratio4.57
Dividend
Industry RankSector Rank
Dividend Yield 10.08%
Yearly Dividend0.48
Dividend Growth(5Y)8.26%
DP603.71%
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)-3.91%
Min Revenue beat(2)-6.08%
Max Revenue beat(2)-1.74%
Revenue beat(4)0
Avg Revenue beat(4)-1.99%
Min Revenue beat(4)-6.08%
Max Revenue beat(4)0%
Revenue beat(8)1
Avg Revenue beat(8)-2.85%
Revenue beat(12)2
Avg Revenue beat(12)-1.6%
Revenue beat(16)6
Avg Revenue beat(16)-0.11%
PT rev (1m)0%
PT rev (3m)1.07%
EPS NQ rev (1m)-174.91%
EPS NQ rev (3m)-174.91%
EPS NY rev (1m)149.93%
EPS NY rev (3m)733.5%
Revenue NQ rev (1m)-3.52%
Revenue NQ rev (3m)-2.45%
Revenue NY rev (1m)-3.07%
Revenue NY rev (3m)-0.73%
Valuation
Industry RankSector Rank
PE 58.63
Fwd PE N/A
P/S 1.92
P/FCF N/A
P/OCF 5.3
P/B 2.43
P/tB 2.43
EV/EBITDA 8.2
EPS(TTM)0.08
EY1.71%
EPS(NY)-0.04
Fwd EYN/A
FCF(TTM)-0.23
FCFYN/A
OCF(TTM)0.88
OCFY18.85%
SpS2.45
BVpS1.93
TBVpS1.93
PEG (NY)N/A
PEG (5Y)N/A
Graham Number1.86
Profitability
Industry RankSector Rank
ROA 1.62%
ROE 4.07%
ROCE 2.33%
ROIC 1.78%
ROICexc 1.83%
ROICexgc 1.83%
OM 4.09%
PM (TTM) 3.21%
GM 42.37%
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-Score4
Asset Turnover0.51
Health
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF N/A
Debt/EBITDA 2.08
Cap/Depr 172.2%
Cap/Sales 45.68%
Interest Coverage 250
Cash Conversion 118.06%
Profit Quality N/A
Current Ratio 0.9
Quick Ratio 0.9
Altman-Z 1.68
F-Score4
WACC8.39%
ROIC/WACC0.21
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-43.88%
EPS Next 2Y-85.07%
EPS Next 3Y18.96%
EPS Next 5Y65.61%
Revenue 1Y (TTM)-0.91%
Revenue growth 3Y-7.63%
Revenue growth 5Y23.73%
Sales Q2Q%1.99%
Revenue Next Year-4.37%
Revenue Next 2Y-5.39%
Revenue Next 3Y0.68%
Revenue Next 5Y3.33%
EBIT growth 1Y-39%
EBIT growth 3Y-54.86%
EBIT growth 5Y-3.82%
EBIT Next Year731.13%
EBIT Next 3Y91.42%
EBIT Next 5Y59.84%
FCF growth 1Y-132.54%
FCF growth 3YN/A
FCF growth 5Y53.61%
OCF growth 1Y-11.27%
OCF growth 3Y-14.27%
OCF growth 5Y21.67%

EVOLUTION PETROLEUM CORP / EPM Fundamental Analysis 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 -43.88% 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 603.71%.