EVOLUTION PETROLEUM CORP (EPM) Fundamental Analysis & Valuation

NYSEARCA:EPM • US30049A1079

Current stock price

4.43 USD
+0.06 (+1.37%)
Last:

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.
  • In the past year EPM had a positive cash flow from operations.
  • EPM had positive earnings in 4 of the past 5 years.
  • EPM had a positive operating cash flow in each of the past 5 years.
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 (1.62%) which is comparable to the rest of the industry.
  • EPM's Return On Equity of 4.07% is in line compared to the rest of the industry. EPM outperforms 42.11% of its industry peers.
  • The Return On Invested Capital of EPM (1.78%) is worse than 68.42% 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 23.14%.
  • 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

  • With a Profit Margin value of 3.21%, EPM perfoms like the industry average, outperforming 42.58% of the companies in the same industry.
  • In the last couple of years the Profit Margin of EPM has declined.
  • EPM has a worse Operating Margin (4.09%) than 63.16% of its industry peers.
  • EPM's Operating Margin has declined in the last couple of years.
  • The Gross Margin of EPM (42.37%) is comparable to the rest of the industry.
  • 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

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), EPM is creating some value.
  • The number of shares outstanding for EPM has been increased compared to 1 year ago.
  • EPM has more shares outstanding than it did 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 1.62, we must say that EPM is in the distress zone and has some risk of bankruptcy.
  • EPM has a Altman-Z score (1.62) which is comparable to the rest of the industry.
  • 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 1.62
ROIC/WACC0.21
WACC8.41%
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 63.64% of its industry peers.
  • A Quick Ratio of 0.90 indicates that EPM may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.90, EPM perfoms like the industry average, outperforming 44.02% 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

  • 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.
  • 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

  • The Earnings Per Share is expected to grow by 65.61% on average over the next years. This is a very strong growth
  • 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.
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

  • Based on the Price/Earnings ratio of 55.37, the valuation of EPM can be described as expensive.
  • 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 25.51. 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 55.37
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

  • 64.59% 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 7.77
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 10.53%, which is a nice return.
  • EPM's Dividend Yield is rather good when compared to the industry average which is at 3.20. EPM pays more dividend than 95.69% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, EPM pays a better dividend.
Industry RankSector Rank
Dividend Yield 10.53%

5.2 History

  • The dividend of EPM is nicely growing with an annual growth rate of 8.26%!
  • EPM has been paying a dividend for at least 10 years, so it has 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 (4/2/2026, 3:19:00 PM)

4.43

+0.06 (+1.37%)

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 Cap155.05M
Revenue(TTM)85.64M
Net Income(TTM)2.75M
Analysts77.5
Price Target5.16 (16.48%)
Short Float %5.6%
Short Ratio4.36
Dividend
Industry RankSector Rank
Dividend Yield 10.53%
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)-1.46%
PT rev (3m)-0.41%
EPS NQ rev (1m)-100%
EPS NQ rev (3m)-249.81%
EPS NY rev (1m)149.93%
EPS NY rev (3m)433.4%
Revenue NQ rev (1m)-0.1%
Revenue NQ rev (3m)-3.38%
Revenue NY rev (1m)-2.8%
Revenue NY rev (3m)-3.07%
Valuation
Industry RankSector Rank
PE 55.37
Fwd PE N/A
P/S 1.81
P/FCF N/A
P/OCF 5.01
P/B 2.3
P/tB 2.3
EV/EBITDA 7.77
EPS(TTM)0.08
EY1.81%
EPS(NY)-0.04
Fwd EYN/A
FCF(TTM)-0.23
FCFYN/A
OCF(TTM)0.88
OCFY19.96%
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 1.62
F-Score4
WACC8.41%
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.


How profitable is EVOLUTION PETROLEUM CORP (EPM) stock?

EVOLUTION PETROLEUM CORP (EPM) has a profitability rating of 3 / 10.


Can you provide the PE and PB ratios for EPM stock?

The Price/Earnings (PE) ratio for EVOLUTION PETROLEUM CORP (EPM) is 55.37 and the Price/Book (PB) ratio is 2.3.


Can you provide the financial health for EPM stock?

The financial health rating of EVOLUTION PETROLEUM CORP (EPM) is 1 / 10.