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Upturn AI SWOT - About
Evolution Petroleum Corporation Inc (EPM)
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Upturn Advisory Summary
09/12/2025: 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 $5.1
1 Year Target Price $5.1
| 1 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.52% | Avg. Invested days 29 | 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 09/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 179.09M USD | Price to earnings Ratio - | 1Y Target Price 5.1 |
Price to earnings Ratio - | 1Y Target Price 5.1 | ||
Volume (30-day avg) 3 | Beta 0.64 | 52 Weeks Range 3.96 - 5.73 | Updated Date 09/14/2025 |
52 Weeks Range 3.96 - 5.73 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 9.16% | Basic EPS (TTM) -0.04 |
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 - |
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 104.17 | Enterprise Value 209073880 | Price to Sales(TTM) 2.08 |
Enterprise Value 209073880 | Price to Sales(TTM) 2.08 | ||
Enterprise Value to Revenue 2.43 | Enterprise Value to EBITDA 8.86 | Shares Outstanding 34307600 | Shares Floating 30139106 |
Shares Outstanding 34307600 | Shares Floating 30139106 | ||
Percent Insiders 9.71 | Percent Institutions 57.32 |
Upturn AI SWOT
Evolution Petroleum Corporation Inc
Company Overview
History and Background
Evolution Petroleum Corporation, founded in 2003, focuses on acquiring and optimizing producing oil and gas properties. Initially involved in several projects, it strategically shifted towards a concentrated portfolio of long-life assets.
Core Business Areas
- Enhanced Oil Recovery (EOR): Evolution specializes in using EOR techniques, primarily CO2 flooding, to increase oil production from mature fields.
- Oil and Gas Production: The company acquires, develops, and operates oil and gas properties, focusing on increasing reserves and production through efficient operational practices.
Leadership and Structure
The leadership team consists of experienced professionals in the oil and gas industry, including the CEO, CFO, and VP of Operations. The company is structured with operational and financial departments reporting to the executive team.
Top Products and Market Share
Key Offerings
- Crude Oil: Evolution's primary product is crude oil produced from its operated properties. Market share data is difficult to determine exactly as it varies within the specific fields they operate in. Competitors are all other oil production companies. Revenue is dependent on market prices and production volumes.
Market Dynamics
Industry Overview
The oil and gas industry is characterized by fluctuating commodity prices, technological advancements in extraction methods, and increasing environmental regulations. The EOR segment is becoming increasingly important for maximizing production from existing reserves.
Positioning
Evolution positions itself as a specialist in enhancing oil recovery from mature fields, focusing on operational efficiency and cost control to maximize profitability. They are a smaller player compared to major oil companies.
Total Addressable Market (TAM)
The TAM for EOR technologies is estimated to be in the billions of dollars globally. Evolution is positioned to capture a portion of this market by focusing on specific geographic areas and reservoir types.
Upturn SWOT Analysis
Strengths
- Expertise in Enhanced Oil Recovery (EOR)
- Focused portfolio of long-life assets
- Experienced management team
- Strong operational efficiency
Weaknesses
- Small market capitalization
- Reliance on a limited number of properties
- Sensitivity to commodity price fluctuations
- Limited geographic diversification
Opportunities
- Acquisition of additional mature oil fields suitable for EOR
- Expansion into new geographic areas
- Further optimization of existing operations
- Technological advancements in EOR methods
Threats
- Declining oil prices
- Increased regulatory scrutiny
- Competition from larger oil companies
- Geopolitical instability
Competitors and Market Share
Key Competitors
- EOG
- PXD
- DVN
Competitive Landscape
Evolution Petroleum has a smaller scale compared to its larger competitors such as EOG, and Devon, thus is limited to particular acquisitions. The focus on EOR provides a competitive advantage but makes the company sensitive to fluctuations in oil prices.
Growth Trajectory and Initiatives
Historical Growth: Analyzing the last 5-10 years of performance for past trends is required.
Future Projections: Future projections can be found using estimates from market analysts.
Recent Initiatives: Review recent company presentations and press releases to see what initiatives were recently launched.
Summary
Evolution Petroleum Corporation is a niche player in the oil and gas sector specializing in enhanced oil recovery. Their concentrated asset base allows for operational efficiencies, but it also increases vulnerability to commodity price volatility. Successful execution of their EOR strategies is critical for future growth, particularly as larger competitors enter the EOR space. Expansion through strategic acquisitions could drive long-term value, but regulatory changes and potential for further declines in oil prices pose ongoing risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Yahoo Finance
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data is dynamic and subject to change.
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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