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Upturn AI SWOT - About
Evolution Petroleum Corporation Inc (EPM)
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Upturn Advisory Summary
10/15/2025: EPM (1-star) is currently NOT-A-BUY. Pass it for now.
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 $5.38
1 Year Target Price $5.38
| 1 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -19.41% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 164.58M USD | Price to earnings Ratio 155.33 | 1Y Target Price 5.38 |
Price to earnings Ratio 155.33 | 1Y Target Price 5.38 | ||
Volume (30-day avg) 3 | Beta 0.55 | 52 Weeks Range 3.87 - 5.60 | Updated Date 10/14/2025 |
52 Weeks Range 3.87 - 5.60 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 10.02% | Basic EPS (TTM) 0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-09-16 | When After Market | Estimate 0.01 | Actual 0.03 |
Profitability
Profit Margin 1.72% | Operating Margin (TTM) 8.59% |
Management Effectiveness
Return on Assets (TTM) 1.8% | Return on Equity (TTM) 1.93% |
Valuation
Trailing PE 155.33 | Forward PE 476.19 | Enterprise Value 201357266 | Price to Sales(TTM) 1.92 |
Enterprise Value 201357266 | Price to Sales(TTM) 1.92 | ||
Enterprise Value to Revenue 2.35 | Enterprise Value to EBITDA 7.5 | Shares Outstanding 34359146 | Shares Floating 30066298 |
Shares Outstanding 34359146 | Shares Floating 30066298 | ||
Percent Insiders 10.32 | Percent Institutions 57.2 |
Upturn AI SWOT
Evolution Petroleum Corporation Inc
Company Overview
History and Background
Evolution Petroleum Corporation, Inc. was founded in 2003. Initially focused on acquiring and developing mature oil and gas fields, it has evolved into a company specializing in enhanced oil recovery (EOR) projects.
Core Business Areas
- Enhanced Oil Recovery (EOR): Focuses on acquiring and optimizing oil and gas properties where enhanced oil recovery techniques, primarily CO2 injection, can be implemented to increase production. Their main asset is the Delhi Field in Louisiana.
Leadership and Structure
Robert Herlin is the CEO. The company has a board of directors and operates with a structure common to publicly traded energy companies.
Top Products and Market Share
Key Offerings
- Crude Oil: Evolution Petroleum produces and sells crude oil from its operated and non-operated properties, mainly the Delhi Field. Market share data is highly specific and based on production from that one field in relation to the broader oil market, making it difficult to define general competitors.
Market Dynamics
Industry Overview
The oil and gas industry is characterized by fluctuating commodity prices, technological advancements in extraction, and increasing focus on environmental sustainability.
Positioning
Evolution Petroleum is positioned as a company specializing in revitalizing mature oil fields through EOR techniques. Its competitive advantage lies in its expertise in CO2-EOR and its focus on long-life, low-decline assets.
Total Addressable Market (TAM)
The TAM for EOR is substantial but highly variable based on oil prices and project economics. Evolution is positioned to capture a niche within this TAM through efficient EOR project development and management.
Upturn SWOT Analysis
Strengths
- Expertise in CO2-EOR
- Focus on long-life, low-decline assets
- Strong balance sheet management
- Established operational track record at Delhi Field
Weaknesses
- Concentration of production in a single field (Delhi)
- Vulnerability to commodity price fluctuations
- Dependence on CO2 availability and pricing
- Relatively small market capitalization
Opportunities
- Acquisition of additional EOR-suitable properties
- Expansion of EOR technologies beyond CO2 injection
- Partnerships with larger oil and gas companies
- Increase in oil prices can expand economic viability
Threats
- Decline in oil prices
- Increased regulatory scrutiny of CO2 injection and EOR operations
- Competition from other energy sources
- Operational challenges at Delhi Field
Competitors and Market Share
Key Competitors
- OXY
- APA
- VLO
Competitive Landscape
Evolution Petroleum is a niche player focused on EOR. Larger companies like OXY and APA are diversified and operate on a significantly larger scale. VLO is in the refining market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth patterns have varied, impacted by commodity price fluctuations and production levels from the Delhi Field.
Future Projections: Future growth is reliant on the successful acquisition and development of additional EOR projects and maintaining current Delhi Field performance.
Recent Initiatives: Recent initiatives include evaluating potential acquisitions of new EOR properties and optimizing operations at the Delhi Field.
Summary
Evolution Petroleum is a niche player in the oil and gas industry, specializing in enhanced oil recovery. Its strength lies in its expertise in CO2-EOR and focus on mature fields. The company's main challenge is the concentration of its production in a single field and its vulnerability to oil price fluctuations. Future growth depends on acquiring and developing new EOR projects.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
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, exploitation, and investment of onshore oil and gas properties in the United States. The company was founded in 2003 and is based in Houston, Texas.
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