EVOLUTION PETROLEUM CORP (EPM) Stock Fundamental Analysis

NYSEARCA:EPM • US30049A1079

4.37 USD
+0.03 (+0.69%)
At close: Feb 26, 2026
4.37 USD
0 (0%)
After Hours: 2/26/2026, 6:40:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

3

EPM gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 206 industry peers in the Oil, Gas & Consumable Fuels industry. Both the profitability and financial health of EPM have multiple concerns. EPM is valied quite expensively at the moment, while it does show a decent growth rate. EPM also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • EPM had positive earnings in the past year.
  • In the past year EPM had a positive cash flow from operations.
  • 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.
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 Return On Assets of -0.08%. This is in the lower half of the industry: EPM underperforms 68.93% of its industry peers.
  • EPM has a Return On Equity of -0.20%. This is in the lower half of the industry: EPM underperforms 67.96% of its industry peers.
  • With a Return On Invested Capital value of 1.13%, EPM is not doing good in the industry: 71.36% of the companies in the same industry are doing better.
  • The Average Return On Invested Capital over the past 3 years for EPM is significantly below the industry average of 21.97%.
  • 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.
  • EPM has a worse Operating Margin (2.62%) than 68.45% of its industry peers.
  • EPM's Operating Margin has declined in the last couple of years.
  • EPM's Gross Margin of 40.59% is in line compared to the rest of the industry. EPM outperforms 49.51% of its industry peers.
  • 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. Health

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.
  • EPM has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for EPM has been increased compared to 5 years ago.
  • EPM has a better debt/assets ratio than last year.
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 1.59, we must say that EPM is in the distress zone and has some risk of bankruptcy.
  • With a Altman-Z score value of 1.59, EPM perfoms like the industry average, outperforming 58.25% of the companies in the same industry.
  • EPM has a Debt/Equity ratio of 0.77. This is a neutral value indicating EPM is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.77, EPM is not doing good in the industry: 65.05% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 0.77
Debt/FCF N/A
Altman-Z 1.59
ROIC/WACC0.14
WACC8.17%
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 72.33% of its industry peers.
  • A Quick Ratio of 0.70 indicates that EPM may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.70, EPM is not doing good in the industry: 66.02% of the companies in the same industry are doing better.
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. Growth

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.
  • EPM shows a decrease in Revenue. In the last year, the revenue decreased by -0.04%.
  • 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

  • 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-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.
  • 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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Find the best growth stocksShow best growing peers

1

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 54.63, which means the current valuation is very expensive for EPM.
  • EPM's Price/Earnings ratio is a bit more expensive when compared to the industry. EPM is more expensive than 64.08% of the companies in the same industry.
  • EPM's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 27.21.
  • With a Price/Forward Earnings ratio of 1299.32, EPM can be considered very expensive at the moment.
  • EPM's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. EPM is more expensive than 66.50% of the companies in the same industry.
  • EPM is valuated expensively when we compare the Price/Forward Earnings ratio to 28.13, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 54.63
Fwd PE 1299.32
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

  • EPM's Enterprise Value to EBITDA is on the same level as the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.29
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. Dividend

5.1 Amount

  • EPM has a Yearly Dividend Yield of 10.62%, which is a nice return.
  • Compared to an average industry Dividend Yield of 3.51, EPM pays a better dividend. On top of this EPM pays more dividend than 94.66% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.80, EPM pays a better dividend.
Industry RankSector Rank
Dividend Yield 10.62%

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

  • EPM has negative earnings and hence a negative payout ratio. The dividend may be in danger.
  • The dividend of EPM is growing, but earnings are growing more, so the dividend growth is 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

EVOLUTION PETROLEUM CORP

NYSEARCA:EPM (2/26/2026, 6:40:00 PM)

After market: 4.37 0 (0%)

4.37

+0.03 (+0.69%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-10
Earnings (Next)05-11
Inst Owners57.78%
Inst Owner Change-5.38%
Ins Owners10.76%
Ins Owner Change6.18%
Market Cap151.60M
Revenue(TTM)85.84M
Net Income(TTM)-139.00K
Analysts77.5
Price Target5.24 (19.91%)
Short Float %7.11%
Short Ratio4.85
Dividend
Industry RankSector Rank
Dividend Yield 10.62%
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 54.63
Fwd PE 1299.32
P/S 1.78
P/FCF N/A
P/OCF 4.56
P/B 2.19
P/tB 2.19
EV/EBITDA 8.29
EPS(TTM)0.08
EY1.83%
EPS(NY)0
Fwd EY0.08%
FCF(TTM)-0.18
FCFYN/A
OCF(TTM)0.96
OCFY21.93%
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 1.59
F-Score2
WACC8.17%
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 Year727.12%
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%.