(EPM) Evolution Petroleum - Ratings and Ratios
Oil, Gas, Petroleum, Energy, Hydrocarbons
EPM EPS (Earnings per Share)
EPM Revenue
Description: EPM Evolution Petroleum July 15, 2025
Evolution Petroleum Corporation is an energy company focused on developing, producing, and exploiting onshore oil and gas properties in the United States. The companys diverse portfolio includes interests in prominent plays such as SCOOP and STACK in Oklahoma, as well as other significant fields in New Mexico, Wyoming, North Dakota, Texas, and Louisiana.
To evaluate the companys performance, we can examine key performance indicators (KPIs) such as production growth, reserve replacement ratio, and operating costs. A review of the companys operational data reveals that its production growth has been driven by its investments in the SCOOP and STACK plays, which are known for their high-quality resource potential. Additionally, the companys diversified portfolio across multiple basins and plays helps mitigate risk and provides opportunities for growth.
From a financial perspective, the companys market capitalization is approximately $165.71 million, with a forward price-to-earnings ratio of 94.34. While the return on equity (ROE) is currently negative, this metric can be influenced by various factors, including changes in commodity prices and the companys capital structure. To gain a more comprehensive understanding, it would be essential to analyze the companys debt-to-equity ratio, interest coverage ratio, and other relevant financial metrics.
Considering the companys operational and financial profile, potential investors may want to monitor KPIs such as production volumes, revenue growth, and operating cash flow to assess the companys progress and prospects. Furthermore, the companys ability to manage its operating costs, maintain a strong balance sheet, and navigate the complexities of the energy industry will be critical to its long-term success.
EPM Stock Overview
| Market Cap in USD | 160m |
| Sub-Industry | Oil & Gas Exploration & Production |
| IPO / Inception | 1996-04-10 |
EPM Stock Ratings
| Growth Rating | -13.0% |
| Fundamental | 50.0% |
| Dividend Rating | 94.5% |
| Return 12m vs S&P 500 | -18.1% |
| Analyst Rating | 4.0 of 5 |
EPM Dividends
| Dividend Yield 12m | 10.50% |
| Yield on Cost 5y | 27.91% |
| Annual Growth 5y | 28.69% |
| Payout Consistency | 90.7% |
| Payout Ratio | 12.0% |
EPM Growth Ratios
| Growth Correlation 3m | -14.3% |
| Growth Correlation 12m | -21.2% |
| Growth Correlation 5y | 36.3% |
| CAGR 5y | -7.68% |
| CAGR/Max DD 3y (Calmar Ratio) | -0.15 |
| CAGR/Mean DD 3y (Pain Ratio) | -0.24 |
| Sharpe Ratio 12m | 1.43 |
| Alpha | -15.31 |
| Beta | 0.546 |
| Volatility | 35.51% |
| Current Volume | 194.8k |
| Average Volume 20d | 251.3k |
| Stop Loss | 4.4 (-3.7%) |
| Signal | -0.31 |
Piotroski VR‑10 (Strict, 0-10) 4.5
| Net Income (1.47m TTM) > 0 and > 6% of Revenue (6% = 5.15m TTM) |
| FCFTA 0.18 (>2.0%) and ΔFCFTA 34.75pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -4.67% (prev 6.88%; Δ -11.56pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.21 (>3.0%) and CFO 33.1m > Net Income 1.47m (YES >=105%, WARN >=100%) |
| Net Debt (-2.51m) to EBITDA (17.3m) ratio: -0.15 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.81 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (33.7m) change vs 12m ago 2.70% (target <= -2.0% for YES) |
| Gross Margin 18.79% (prev 22.12%; Δ -3.34pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 53.13% (prev 52.73%; Δ 0.41pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio -0.08 (EBITDA TTM 17.3m / Interest Expense TTM 2.97m) >= 6 (WARN >= 3) |
Altman Z'' 0.64
| (A) -0.03 = (Total Current Assets 17.4m - Total Current Liabilities 21.4m) / Total Assets 160.3m |
| (B) 0.16 = Retained Earnings (Balance) 25.1m / Total Assets 160.3m |
| (C) -0.00 = EBIT TTM -224.0k / Avg Total Assets 161.6m |
| (D) 0.28 = Book Value of Equity 25.1m / Total Liabilities 88.4m |
| Total Rating: 0.64 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 49.96
| 1. Piotroski 4.50pt = -0.50 |
| 2. FCF Yield 15.13% = 5.0 |
| 3. FCF Margin 34.04% = 7.50 |
| 4. Debt/Equity 0.50 = 2.38 |
| 5. Debt/Ebitda -0.15 = 2.50 |
| 6. ROIC - WACC (= -7.09)% = -8.87 |
| 7. RoE 1.97% = 0.16 |
| 8. Rev. Trend -66.09% = -4.96 |
| 9. EPS Trend -65.23% = -3.26 |
What is the price of EPM shares?
Over the past week, the price has changed by +0.66%, over one month by -6.73%, over three months by -4.77% and over the past year by -3.65%.
Is Evolution Petroleum a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EPM is around 4.62 USD . This means that EPM is currently overvalued and has a potential downside of 1.09%.
Is EPM a buy, sell or hold?
- Strong Buy: 1
- Buy: 1
- Hold: 1
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the EPM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 5.4 | 17.7% |
| Analysts Target Price | 5.4 | 17.7% |
| ValueRay Target Price | 5.1 | 11.2% |
EPM Fundamental Data Overview October 13, 2025
P/E Trailing = 155.3333
P/E Forward = 476.1905
P/S = 1.8653
P/B = 2.3157
Beta = 0.546
Revenue TTM = 85.8m USD
EBIT TTM = -224.0k USD
EBITDA TTM = 17.3m USD
Long Term Debt = 37.5m USD (from longTermDebt, last quarter)
Short Term Debt = 178.0k USD (from shortTermDebt, two quarters ago)
Debt = 35.6m USD (from shortLongTermDebtTotal, two quarters ago)
Net Debt = -2.51m USD (from netDebt column, last quarter)
Enterprise Value = 193.2m USD (160.1m + Debt 35.6m - CCE 2.51m)
Interest Coverage Ratio = -0.08 (Ebit TTM -224.0k / Interest Expense TTM 2.97m)
FCF Yield = 15.13% (FCF TTM 29.2m / Enterprise Value 193.2m)
FCF Margin = 34.04% (FCF TTM 29.2m / Revenue TTM 85.8m)
Net Margin = 1.72% (Net Income TTM 1.47m / Revenue TTM 85.8m)
Gross Margin = 18.79% ((Revenue TTM 85.8m - Cost of Revenue TTM 69.7m) / Revenue TTM)
Gross Margin QoQ = 26.24% (prev 18.43%)
Tobins Q-Ratio = 1.21 (Enterprise Value 193.2m / Total Assets 160.3m)
Interest Expense / Debt = 1.91% (Interest Expense 678.0k / Debt 35.6m)
Taxrate = 4.13% (181.0k / 4.38m)
NOPAT = -214.8k (EBIT -224.0k * (1 - 4.13%)) [loss with tax shield]
Current Ratio = 0.81 (Total Current Assets 17.4m / Total Current Liabilities 21.4m)
Debt / Equity = 0.50 (Debt 35.6m / totalStockholderEquity, last quarter 71.8m)
Debt / EBITDA = -0.15 (Net Debt -2.51m / EBITDA 17.3m)
Debt / FCF = -0.09 (Net Debt -2.51m / FCF TTM 29.2m)
Total Stockholder Equity = 74.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.92% (Net Income 1.47m / Total Assets 160.3m)
RoE = 1.97% (Net Income TTM 1.47m / Total Stockholder Equity 74.9m)
RoCE = -0.20% (EBIT -224.0k / Capital Employed (Equity 74.9m + L.T.Debt 37.5m))
RoIC = -0.19% (negative operating profit) (NOPAT -214.8k / Invested Capital 112.9m)
WACC = 6.90% (E(160.1m)/V(195.7m) * Re(8.03%) + D(35.6m)/V(195.7m) * Rd(1.91%) * (1-Tc(0.04)))
Discount Rate = 8.03% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 1.24%
[DCF Debug] Terminal Value 70.46% ; FCFE base≈29.2m ; Y1≈19.2m ; Y5≈8.77m
Fair Price DCF = 5.02 (DCF Value 172.5m / Shares Outstanding 34.4m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: -65.23 | EPS CAGR: -57.32% | SUE: -0.50 | # QB: 0
Revenue Correlation: -66.09 | Revenue CAGR: -20.59% | SUE: 0.03 | # QB: 0
Additional Sources for EPM Stock
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Fund Manager Positions: Dataroma | Stockcircle