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Upturn AI SWOT - About
Evolution Petroleum Corporation Inc (EPM)
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Upturn Advisory Summary
07/17/2025: EPM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $6.15
1 Year Target Price $6.15
| 1 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.23% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 163.65M USD | Price to earnings Ratio - | 1Y Target Price 6.15 |
Price to earnings Ratio - | 1Y Target Price 6.15 | ||
Volume (30-day avg) 3 | Beta 0.59 | 52 Weeks Range 3.96 - 5.73 | Updated Date 07/17/2025 |
52 Weeks Range 3.96 - 5.73 | Updated Date 07/17/2025 | ||
Dividends yield (FY) 10.21% | Basic EPS (TTM) -0.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.82% | Operating Margin (TTM) 7.03% |
Management Effectiveness
Return on Assets (TTM) 2.03% | Return on Equity (TTM) -0.91% |
Valuation
Trailing PE - | Forward PE 97.09 | Enterprise Value 196036977 | Price to Sales(TTM) 1.9 |
Enterprise Value 196036977 | Price to Sales(TTM) 1.9 | ||
Enterprise Value to Revenue 2.28 | Enterprise Value to EBITDA 8.31 | Shares Outstanding 34307600 | Shares Floating 30085121 |
Shares Outstanding 34307600 | Shares Floating 30085121 | ||
Percent Insiders 9.87 | Percent Institutions 57.12 |
Upturn AI SWOT
Evolution Petroleum Corporation Inc
Company Overview
History and Background
Evolution Petroleum Corporation Inc. was founded in 2003. It focuses on acquiring, developing, and producing oil and gas reserves, primarily through enhanced oil recovery (EOR) methods.
Core Business Areas
- Enhanced Oil Recovery (EOR): Evolution focuses on acquiring and applying EOR techniques, particularly CO2 flooding, to increase oil and gas production from mature fields.
- Acquisition and Development: The company actively seeks acquisitions of producing oil and gas properties with EOR potential.
Leadership and Structure
Robert Herlin is the Interim President and CEO. The company has a standard corporate structure with a board of directors and executive management team overseeing operations.
Top Products and Market Share
Key Offerings
- Crude Oil Production: Evolution's primary product is crude oil extracted from its properties. Market share is relatively small within the overall oil and gas industry, heavily influenced by the size and productivity of acquired fields. Competitors include larger independent oil producers.
Market Dynamics
Industry Overview
The oil and gas industry is highly competitive and cyclical, influenced by global supply and demand, geopolitical events, and technological advancements. EOR is a specialized segment within the industry.
Positioning
Evolution is a niche player focused on EOR, differentiating itself from larger oil and gas companies through its specialized expertise and focus on mature fields. Its competitive advantage lies in its ability to enhance production from previously declining assets.
Total Addressable Market (TAM)
TAM for EOR is in the billions of USD. Evolution's position relies on effectively deploying EOR on acquired oil fields.
Upturn SWOT Analysis
Strengths
- Expertise in Enhanced Oil Recovery (EOR)
- Focus on mature fields with proven reserves
- Strong operational efficiency
Weaknesses
- Relatively small market capitalization
- Dependence on a limited number of key properties
- Vulnerability to oil price fluctuations
Opportunities
- Acquisition of additional properties with EOR potential
- Expansion into new EOR technologies
- Strategic partnerships with larger oil and gas companies
Threats
- Decline in oil prices
- Increased regulatory scrutiny
- Competition from larger oil and gas companies
- Technological obsolescence
Competitors and Market Share
Key Competitors
- CRC
- OXY
- XOM
Competitive Landscape
Evolution is smaller than its main competitors. It focuses on EOR in specific fields while its competitors also cover upstream and downstream operations. Competitors have more resources for exploration and development.
Growth Trajectory and Initiatives
Historical Growth: Evolution's historical growth is tied to acquisitions and successful EOR projects. Past performance can be assessed via prior financial records.
Future Projections: Future growth projections depend on oil prices, acquisitions, and the success of EOR projects. Analyst estimates would provide more specific insights.
Recent Initiatives: Recent initiatives may include new acquisitions, EOR project implementations, and operational improvements.
Summary
Evolution Petroleum Corporation Inc. is a niche player in the oil and gas industry, specializing in EOR. Their strength lies in expertise and efficiency in mature fields. However, small size and oil price volatility are major concerns. Future success depends on acquisitions and EOR performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Articles
Disclaimers:
The data provided is based on available public information and estimates. Market share data is approximate. This analysis is for informational purposes only and does not constitute investment advice. Consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Evolution Petroleum Corporation Inc
Exchange NYSE MKT | Headquaters Houston, TX, United States | ||
IPO Launch date 1996-04-10 | CEO, President & Director Mr. Kelly W. Loyd | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 11 | |
Full time employees 11 | |||
Evolution Petroleum Corporation, an energy company, engages in the development, production, ownership, and exploitation of onshore oil and gas properties in the United States. The company holds a non-operated interests in the SCOOP and STACK plays located in Central Oklahoma; the Chaveroo Field situated in Chaves and Roosevelt Counties, New Mexico; the Jonah Field located in Sublette County, Wyoming; the Williston Basin situated in Williston, North Dakota; the Barnett Shale field located in North Texas; the Hamilton Dome situated in Hot Springs County, Wyoming; and the Delhi Field, an onshore CO2-EOR project located in northeast Louisiana in Franklin, Madison, and Richland Parishes, as well as small overriding royalty interests in four onshore central Texas wells. The company was founded in 2003 and is based in Houston, Texas.
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