EVOLUTION PETROLEUM CORP (EPM) Fundamental Analysis & Valuation
NYSEARCA:EPM • US30049A1079
4.64 USD
+0.05 (+1.09%)
At close: Mar 9, 2026
4.6392 USD
0 (-0.02%)
After Hours: 3/9/2026, 8:04:00 PM
This EPM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Taking everything into account, EPM scores 3 out of 10 in our fundamental rating. EPM was compared to 207 industry peers in the Oil, Gas & Consumable Fuels industry. EPM may be in some trouble as it scores bad on both profitability and health. EPM is quite expensive at the moment. It does show a decent growth rate. Finally EPM also has an excellent dividend rating.
1. EPM Profitability Analysis
1.1 Basic Checks
- In the past year EPM was profitable.
- EPM had a positive operating cash flow in the past year.
- EPM had positive earnings in 4 of the past 5 years.
- In the past 5 years EPM always reported a positive cash flow from operatings.
1.2 Ratios
- EPM has a Return On Assets (1.62%) which is in line with its industry peers.
- Looking at the Return On Equity, with a value of 4.07%, EPM is in line with its industry, outperforming 40.10% of the companies in the same industry.
- EPM has a Return On Invested Capital of 1.78%. This is in the lower half of the industry: EPM underperforms 70.05% 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 22.53%.
- 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 Rank | Sector 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%
1.3 Margins
- The Profit Margin of EPM (3.21%) is comparable to the rest of the 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.
- Looking at the Gross Margin, with a value of 42.37%, EPM is in line with its industry, outperforming 52.66% of the companies in the same industry.
- EPM's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 4.09% | ||
| 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%
2. EPM Health Analysis
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), EPM is creating some value.
- Compared to 1 year ago, EPM has more shares outstanding
- Compared to 5 years ago, EPM has more shares outstanding
- EPM has a better debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 1.67, we must say that EPM is in the distress zone and has some risk of bankruptcy.
- EPM has a Altman-Z score of 1.67. This is comparable to the rest of the industry: EPM outperforms 57.00% of its industry peers.
- 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.67 |
ROIC/WACC0.22
WACC8.28%
2.3 Liquidity
- EPM has a Current 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.
- EPM has a worse Current ratio (0.90) than 63.28% 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.
- With a Quick ratio value of 0.90, EPM perfoms like the industry average, outperforming 44.44% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.9 | ||
| Quick Ratio | 0.9 |
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.
- EPM shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -25.42% yearly.
- Looking at the last year, EPM shows a decrease in Revenue. The Revenue has decreased by -0.91% 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)-0.91%
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.
- EPM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.33% yearly.
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.
- 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.
4. EPM Valuation Analysis
4.1 Price/Earnings Ratio
- EPM is valuated quite expensively with a Price/Earnings ratio of 58.00.
- 64.25% of the companies in the same industry are cheaper than EPM, based on the Price/Earnings ratio.
- When comparing the Price/Earnings ratio of EPM to the average of the S&P500 Index (26.46), we can say EPM is valued expensively.
- The Forward Price/Earnings Ratio is negative for EPM. No positive earnings are expected for the next year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 58 | ||
| 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 60.87% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 8.13 |
4.3 Compensation for Growth
- A more expensive valuation may be justified as EPM's earnings are expected to grow with 18.96% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-85.07%
EPS Next 3Y18.96%
5. EPM Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 10.64%, EPM is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 3.41, EPM pays a better dividend. On top of this EPM pays more dividend than 95.65% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.82, EPM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 10.64% |
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
- 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 Fundamentals: All Metrics, Ratios and Statistics
4.64
+0.05 (+1.09%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-10 2026-02-10/amc
Earnings (Next)05-11 2026-05-11
Inst Owners51.08%
Inst Owner Change-5.28%
Ins Owners10.64%
Ins Owner Change6.45%
Market Cap162.40M
Revenue(TTM)85.64M
Net Income(TTM)2.75M
Analysts77.5
Price Target5.24 (12.93%)
Short Float %6.73%
Short Ratio4.57
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 10.64% |
Yearly Dividend0.48
Dividend Growth(5Y)8.26%
DP603.71%
Div Incr Years0
Div Non Decr Years4
Ex-Date03-16 2026-03-16 (0.12)
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 58 | ||
| Fwd PE | N/A | ||
| P/S | 1.9 | ||
| P/FCF | N/A | ||
| P/OCF | 5.25 | ||
| P/B | 2.4 | ||
| P/tB | 2.4 | ||
| EV/EBITDA | 8.13 |
EPS(TTM)0.08
EY1.72%
EPS(NY)-0.04
Fwd EYN/A
FCF(TTM)-0.23
FCFYN/A
OCF(TTM)0.88
OCFY19.06%
SpS2.45
BVpS1.93
TBVpS1.93
PEG (NY)N/A
PEG (5Y)N/A
Graham Number1.86
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 1.67 |
F-Score4
WACC8.28%
ROIC/WACC0.22
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 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%.