EVOLUTION PETROLEUM CORP (EPM) Fundamental Analysis & Valuation

NYSEARCA:EPM • US30049A1079

Current stock price

4.66 USD
+0.1 (+2.19%)
At close:
4.63 USD
-0.03 (-0.64%)
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

  • In the past year EPM was profitable.
  • EPM had a positive operating cash flow in the past year.
  • 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

  • With a Return On Assets value of 1.62%, EPM perfoms like the industry average, outperforming 40.19% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 4.07%, EPM is in line with its industry, outperforming 41.15% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 1.78%, EPM is doing worse than 68.90% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for EPM is significantly below the industry average of 23.05%.
  • The 3 year average ROIC (12.05%) for EPM is well above the current ROIC(1.78%). The reason for the recent decline needs to be investigated.
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

  • 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 Operating Margin of 4.09%. This is in the lower half of the industry: EPM underperforms 63.64% of its industry peers.
  • In the last couple of years the Operating Margin of EPM has declined.
  • EPM has a Gross Margin (42.37%) which is comparable to the rest of the industry.
  • In the last couple of years the Gross Margin of EPM has declined.
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

  • 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
  • Compared to 5 years ago, EPM has more shares outstanding
  • 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

  • EPM has an Altman-Z score of 1.66. This is a bad value and indicates that EPM is not financially healthy and even has some risk of bankruptcy.
  • EPM has a Altman-Z score of 1.66. This is comparable to the rest of the industry: EPM outperforms 55.50% of its industry peers.
  • EPM has a Debt/Equity ratio of 0.81. This is a neutral value indicating EPM is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.81, EPM is doing worse than 62.20% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.81
Debt/FCF N/A
Altman-Z 1.66
ROIC/WACC0.21
WACC8.5%
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 0.90. 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 64.11% 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.
  • The Quick ratio of EPM (0.90) is comparable to the rest of the 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

  • 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.
  • The Revenue has decreased by -0.91% in the past 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)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

  • EPM is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 65.61% yearly.
  • 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

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • 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

  • A Price/Earnings ratio of 58.25 indicates a quite expensive valuation of 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 63.64% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 24.88. EPM is valued rather expensively when compared to this.
  • The Forward Price/Earnings Ratio is negative for EPM. No positive earnings are expected for the next year.
Industry RankSector Rank
PE 58.25
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

  • Based on the Enterprise Value to EBITDA ratio, EPM is valued a bit cheaper than 64.11% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.02
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 10.43%, which is a nice return.
  • EPM's Dividend Yield is rather good when compared to the industry average which is at 3.29. EPM pays more dividend than 95.69% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.90, EPM pays a better dividend.
Industry RankSector Rank
Dividend Yield 10.43%

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.
  • EPM's earnings are growing more than its dividend. This makes the dividend growth 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 (3/27/2026, 8:13:56 PM)

After market: 4.63 -0.03 (-0.64%)

4.66

+0.1 (+2.19%)

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 Change1.98%
Market Cap163.10M
Revenue(TTM)85.64M
Net Income(TTM)2.75M
Analysts77.5
Price Target5.24 (12.45%)
Short Float %5.92%
Short Ratio4.19
Dividend
Industry RankSector Rank
Dividend Yield 10.43%
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)0%
EPS NQ rev (3m)-174.91%
EPS NY rev (1m)149.93%
EPS NY rev (3m)733.5%
Revenue NQ rev (1m)-1.79%
Revenue NQ rev (3m)-3.52%
Revenue NY rev (1m)-2.8%
Revenue NY rev (3m)-0.73%
Valuation
Industry RankSector Rank
PE 58.25
Fwd PE N/A
P/S 1.9
P/FCF N/A
P/OCF 5.27
P/B 2.41
P/tB 2.41
EV/EBITDA 8.02
EPS(TTM)0.08
EY1.72%
EPS(NY)-0.04
Fwd EYN/A
FCF(TTM)-0.23
FCFYN/A
OCF(TTM)0.88
OCFY18.98%
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 1.66
F-Score4
WACC8.5%
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%.