EVOLUTION PETROLEUM CORP (EPM) Stock Fundamental Analysis
USA - NYSEARCA:EPM - US30049A1079 - Common Stock
4.415 USD
+0 (+0.11%)
EPM gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 209 industry peers in the Oil, Gas & Consumable Fuels industry. While EPM seems to be doing ok healthwise, there are quite some concerns on its profitability. EPM is valued expensive and it does not seem to be growing.
1. Profitability
1.1 Basic Checks
EPM had positive earnings in the past year.
EPM had a positive operating cash flow in the past year.
Of the past 5 years EPM 4 years were profitable.
EPM had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of EPM (0.71%) is worse than 65.07% of its industry peers.
EPM has a worse Return On Equity (1.59%) than 63.64% of its industry peers.
EPM's Return On Invested Capital of 2.30% is on the low side compared to the rest of the industry. EPM is outperformed by 67.46% of its industry peers.
The Average Return On Invested Capital over the past 3 years for EPM is significantly below the industry average of 21.71%.
The last Return On Invested Capital (2.30%) 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 Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.71% | ||
| ROE | 1.59% | ||
| ROIC | 2.3% |
ROA(3y)10.2%
ROA(5y)6.24%
ROE(3y)14.9%
ROE(5y)11.56%
ROIC(3y)12.05%
ROIC(5y)14.05%
1.3 Margins
With a Profit Margin value of 1.33%, EPM is not doing good in the industry: 60.77% of the companies in the same industry are doing better.
In the last couple of years the Profit Margin of EPM has declined.
With a Operating Margin value of 4.86%, EPM is not doing good in the industry: 66.03% of the companies in the same industry are doing better.
In the last couple of years the Operating Margin of EPM has declined.
With a Gross Margin value of 42.52%, EPM perfoms like the industry average, outperforming 51.20% of the companies in the same industry.
EPM's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 4.86% | ||
| PM (TTM) | 1.33% | ||
| GM | 42.52% |
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%
2. Health
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.
2.2 Solvency
EPM has an Altman-Z score of 1.84. This is not the best score and indicates that EPM is in the grey zone with still only limited risk for bankruptcy at the moment.
EPM has a Altman-Z score of 1.84. This is in the better half of the industry: EPM outperforms 63.64% of its industry peers.
The Debt to FCF ratio of EPM is 3.29, which is a good value as it means it would take EPM, 3.29 years of fcf income to pay off all of its debts.
EPM has a better Debt to FCF ratio (3.29) than 75.12% of its industry peers.
EPM has a Debt/Equity ratio of 0.52. This is a neutral value indicating EPM is somewhat dependend on debt financing.
The Debt to Equity ratio of EPM (0.52) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.52 | ||
| Debt/FCF | 3.29 | ||
| Altman-Z | 1.84 |
ROIC/WACC0.27
WACC8.5%
2.3 Liquidity
A Current Ratio of 0.81 indicates that EPM may have some problems paying its short term obligations.
EPM has a worse Current ratio (0.81) than 65.55% of its industry peers.
EPM has a Quick Ratio of 0.81. 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's Quick ratio of 0.81 is in line compared to the rest of the industry. EPM outperforms 43.54% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.81 | ||
| Quick Ratio | 0.81 |
3. Growth
3.1 Past
EPM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -75.00%.
The earnings per share for EPM have been decreasing by -25.42% on average. This is quite bad
Looking at the last year, EPM shows a decrease in Revenue. The Revenue has decreased by -0.04% in the last year.
EPM shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 23.73% yearly.
EPS 1Y (TTM)-75%
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%-0.56%
3.2 Future
The Earnings Per Share is expected to decrease by -97.11% on average over the next years. This is quite bad
The Revenue is expected to decrease by -5.30% on average over the next years.
EPS Next Y-201%
EPS Next 2Y-97.11%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year-1.92%
Revenue Next 2Y-5.3%
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 147.17 indicates a quite expensive valuation of EPM.
Based on the Price/Earnings ratio, EPM is valued a bit more expensive than the industry average as 68.90% of the companies are valued more cheaply.
Compared to an average S&P500 Price/Earnings ratio of 26.19, EPM is valued quite expensively.
EPM is expected to report negative earnings next year, which makes the Forward Price/Earnings Ratio negative.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 147.17 | ||
| Fwd PE | N/A |
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 62.20% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, EPM is valued a bit cheaper than 65.55% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.3 | ||
| EV/EBITDA | 7.13 |
4.3 Compensation for Growth
EPM's earnings are expected to decrease with -97.11% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-97.11%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 10.50%, EPM is a good candidate for dividend investing.
EPM's Dividend Yield is rather good when compared to the industry average which is at 6.15. EPM pays more dividend than 91.39% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.33, EPM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 10.5% |
5.2 History
The dividend of EPM is nicely growing with an annual growth rate of 8.26%!
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
5.3 Sustainability
EPM pays out 1428.93% of its income as dividend. This is not a sustainable payout ratio.
EPM's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP1428.93%
EPS Next 2Y-97.11%
EPS Next 3YN/A
NYSEARCA:EPM (10/31/2025, 1:11:41 PM)
4.415
+0 (+0.11%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners57.23%
Inst Owner Change-0.2%
Ins Owners9.87%
Ins Owner Change3.03%
Market Cap151.70M
Revenue(TTM)85.84M
Net Income(TTM)1.14M
Analysts76.67
Price Target5.48 (24.12%)
Short Float %5.13%
Short Ratio6.21
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 10.5% |
Yearly Dividend0.48
Dividend Growth(5Y)8.26%
DP1428.93%
Div Incr Years0
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)202.53%
Min EPS beat(2)-485.04%
Max EPS beat(2)890.1%
EPS beat(4)2
Avg EPS beat(4)-10.12%
Min EPS beat(4)-494.06%
Max EPS beat(4)890.1%
EPS beat(8)2
Avg EPS beat(8)-30.95%
EPS beat(12)4
Avg EPS beat(12)-16.28%
EPS beat(16)6
Avg EPS beat(16)-13.42%
Revenue beat(2)0
Avg Revenue beat(2)-0.07%
Min Revenue beat(2)-0.13%
Max Revenue beat(2)0%
Revenue beat(4)0
Avg Revenue beat(4)-1.36%
Min Revenue beat(4)-3.68%
Max Revenue beat(4)0%
Revenue beat(8)1
Avg Revenue beat(8)-3.41%
Revenue beat(12)4
Avg Revenue beat(12)-0.36%
Revenue beat(16)8
Avg Revenue beat(16)1.39%
PT rev (1m)5.39%
PT rev (3m)-12.6%
EPS NQ rev (1m)-100%
EPS NQ rev (3m)-100%
EPS NY rev (1m)0%
EPS NY rev (3m)-118.75%
Revenue NQ rev (1m)0.94%
Revenue NQ rev (3m)0.94%
Revenue NY rev (1m)-2.47%
Revenue NY rev (3m)-7.79%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 147.17 | ||
| Fwd PE | N/A | ||
| P/S | 1.77 | ||
| P/FCF | 13.3 | ||
| P/OCF | 4.59 | ||
| P/B | 2.11 | ||
| P/tB | 2.11 | ||
| EV/EBITDA | 7.13 |
EPS(TTM)0.03
EY0.68%
EPS(NY)-0.03
Fwd EYN/A
FCF(TTM)0.33
FCFY7.52%
OCF(TTM)0.96
OCFY21.79%
SpS2.5
BVpS2.09
TBVpS2.09
PEG (NY)N/A
PEG (5Y)N/A
Graham Number1.19
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.71% | ||
| ROE | 1.59% | ||
| ROCE | 3.01% | ||
| ROIC | 2.3% | ||
| ROICexc | 2.34% | ||
| ROICexgc | 2.34% | ||
| OM | 4.86% | ||
| PM (TTM) | 1.33% | ||
| GM | 42.52% | ||
| FCFM | 13.29% |
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-Score5
Asset Turnover0.54
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.52 | ||
| Debt/FCF | 3.29 | ||
| Debt/EBITDA | 1.43 | ||
| Cap/Depr | 98.4% | ||
| Cap/Sales | 25.21% | ||
| Interest Coverage | 1.35 | ||
| Cash Conversion | 126.31% | ||
| Profit Quality | 997.38% | ||
| Current Ratio | 0.81 | ||
| Quick Ratio | 0.81 | ||
| Altman-Z | 1.84 |
F-Score5
WACC8.5%
ROIC/WACC0.27
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)-75%
EPS 3Y-68.61%
EPS 5Y-25.42%
EPS Q2Q%150%
EPS Next Y-201%
EPS Next 2Y-97.11%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-0.04%
Revenue growth 3Y-7.63%
Revenue growth 5Y23.73%
Sales Q2Q%-0.56%
Revenue Next Year-1.92%
Revenue Next 2Y-5.3%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-47.19%
EBIT growth 3Y-54.86%
EBIT growth 5Y-3.82%
EBIT Next Year771.36%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y142.41%
FCF growth 3YN/A
FCF growth 5Y53.61%
OCF growth 1Y45.42%
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 for EPM stock?
ChartMill assigns a valuation rating of 2 / 10 to EVOLUTION PETROLEUM CORP (EPM). This can be considered as Overvalued.
What is the profitability of EPM stock?
EVOLUTION PETROLEUM CORP (EPM) has a profitability rating of 3 / 10.
How financially healthy is EVOLUTION PETROLEUM CORP?
The financial health rating of EVOLUTION PETROLEUM CORP (EPM) is 4 / 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 -201% in the next year.