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Upturn AI SWOT - About
Evolution Petroleum Corporation Inc (EPM)
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Upturn Advisory Summary
08/15/2025: 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 -17.96% | Avg. Invested days 27 | 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 08/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 171.88M 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 0.63 | 52 Weeks Range 3.96 - 5.73 | Updated Date 08/16/2025 |
52 Weeks Range 3.96 - 5.73 | Updated Date 08/16/2025 | ||
Dividends yield (FY) 9.56% | 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 100 | Enterprise Value 201869276 | Price to Sales(TTM) 2 |
Enterprise Value 201869276 | Price to Sales(TTM) 2 | ||
Enterprise Value to Revenue 2.35 | Enterprise Value to EBITDA 8.55 | Shares Outstanding 34307600 | Shares Floating 30116640 |
Shares Outstanding 34307600 | Shares Floating 30116640 | ||
Percent Insiders 9.78 | Percent Institutions 57.28 |
Upturn AI SWOT
Evolution Petroleum Corporation Inc
Company Overview
History and Background
Evolution Petroleum Corporation, founded in 2003, focuses on acquiring and optimizing mature oil and gas fields, using enhanced oil recovery (EOR) techniques to improve production. It has grown through acquisitions and strategic partnerships, concentrating on maximizing shareholder value through efficient operations.
Core Business Areas
- Enhanced Oil Recovery (EOR): Evolution Petroleum focuses on applying EOR techniques, primarily CO2 flooding, to increase oil production from existing reservoirs. This involves injecting CO2 into the reservoir to displace and mobilize trapped oil, leading to increased recovery rates.
- Acquisition and Optimization: The company acquires interests in mature oil and gas fields, often those considered marginal by larger operators. They then apply their EOR expertise and operational efficiencies to optimize production and extend the lifespan of these assets.
Leadership and Structure
Robert Herlin is the CEO. The company has a board of directors overseeing strategy and governance. The organizational structure supports efficient field operations and technical expertise in EOR.
Top Products and Market Share
Key Offerings
- Oil Production: Evolution Petroleum's primary product is crude oil. The company's revenue is directly tied to oil prices and production volumes from its operated and non-operated properties. Competitors for oil production are the large oil and gas producers (XOM, CVX, etc.) and the smaller ones that focus on maximizing output without enhanced oil recovery. Market share data is not readily available for individual EOR projects on a widespread basis, as each is often unique.
Market Dynamics
Industry Overview
The oil and gas industry is cyclical, influenced by global supply and demand, geopolitical events, and technological advancements. EOR techniques are gaining importance as traditional oil reserves deplete and companies seek to maximize production from existing fields.
Positioning
Evolution Petroleum is a niche player specializing in EOR in mature fields. Its competitive advantage lies in its technical expertise in CO2 flooding and its ability to efficiently operate and optimize these projects. They are smaller than the major integrated oil companies.
Total Addressable Market (TAM)
The TAM for EOR is difficult to quantify precisely but represents a significant portion of the mature oil fields globally. Evolution is well-positioned to address the market in mature wells.
Upturn SWOT Analysis
Strengths
- EOR expertise
- Efficient operations
- Focus on mature fields
- Strong financial discipline
Weaknesses
- Concentration in specific geographic areas
- Reliance on oil prices
- Smaller market capitalization compared to major oil companies
- Limited diversification
Opportunities
- Acquisition of additional mature fields
- Expansion of EOR techniques to other regions
- Technological advancements in EOR
- Partnerships with larger oil companies
Threats
- Oil price volatility
- Regulatory changes
- Increased competition
- Environmental concerns related to oil production
Competitors and Market Share
Key Competitors
- XOM
- CVX
- OXY
- APA
- EOG
Competitive Landscape
Evolution Petroleum has a niche market specializing in applying Enhanced Oil Recovery to extend production in mature wells. Their market share is tiny and difficult to accurately quantify in contrast with the large players.
Major Acquisitions
BCO Production Inc.
- Year: 2022
- Acquisition Price (USD millions): 63.8
- Strategic Rationale: To expand its enhanced oil recovery operations in the Delhi Field.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and EOR projects.
Future Projections: Future growth depends on oil prices, successful EOR implementation, and strategic acquisitions. Consult analyst reports.
Recent Initiatives: Recent initiatives include focusing on cost efficiencies and optimizing existing operations.
Summary
Evolution Petroleum is a niche player specializing in EOR techniques, particularly CO2 flooding, which it applies to mature oilfields. Its strength lies in technical expertise and efficient operations, focusing on maximizing production from existing reservoirs. However, the company faces challenges related to oil price volatility and competition from larger oil and gas producers. Future success depends on strategic acquisitions and successful EOR project execution. The company is susceptible to oil price fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Analyst Reports
- Industry News and Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Market share estimates are approximate. Financial data is subject to change. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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