Seeking Alpha report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Why EPM Stock advanced +1.11% Today — RQD Quant Desk Flash
Evolution Petroleum Corporation Inc. (EPM) carries a Roarable Rating of D (Sell) with 48/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is EPM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Evolution Petroleum Corporation Inc. (NYSE: EPM) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $3.65 (+1.11% 1D, market cap $146.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 11/20. Across 211 tracked Energy issuers, EPM ranks #144 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does EPM compare to SJT and AMPY in the Energy sector?
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Within the Energy sector (Oil & Gas Production), EPM carries a Roarable D (48/100 RQD), trailing P/E of 105.4x, gross margin of 42.5%, and ROIC of 5.2%. By comparison, SJT (San Juan Basin Royalty Trust) holds a D grade (47/100 RQD, P/E N/A, ROIC —, cap $145.0M) and AMPY (Amplify Energy Corp.) posts a D+ grade (54/100 RQD, P/E 4.1x, ROIC 15.3%, cap $159.2M). Among the 5-stock peer group, AMPY leads on earnings multiple (4.1x) while AMPY leads on capital efficiency (15.3% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for EPM?
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Per EPM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-06-30, CIK 0001006655), Evolution Petroleum Corporation Inc. generated $85.8M in revenue (-0.0% YoY), $1.5M in net income, and $33.1M in free cash flow against $169.3M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Energy with deep daily trading liquidity. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Where to Enter $EPM, Where to Set Your Hard Stop-Loss & Today's Top 3 High-Conviction Trades
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 38.5% FCF Margin ($33.1M FCF) & 42.5% Gross Margin
SEC Form 4 / 13F Thermometer: 55% Net Buy • Cannibal Buyback (-0.96% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-13 pts vs max)
⚔️ Adversarial Opposing Case: What Could Spark a EPM Turnaround Squeeze
While EPM currently carries a cautious 48/100 (D) rating due to Whale & Options Positioning (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Energy with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.69) and Max Pain ($3.83) forces dealer call-delta covering toward $5.24.
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-0.96% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why EPM Stock advanced +1.11% Today — RQD Quant Desk Flash
Evolution Petroleum Corporation Inc. (EPM) advanced +1.11% to $3.65, trading at 26% of its 52-week range ($3.19 – $4.99). Stretched risk/reward at 105x P/E (5% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 26% of its 52-week range ($3.19 – $4.99) with RSI-14 at 40.9 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.8% around $3.65 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 42.5% gross margin and $33.1M annual free cash flow.
Yahoo Finance report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
https://www.siam.in/ report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
https://www.dars.gov.et/ report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
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DVN heads into Q3 earnings with rising estimates, strong production prospects and Coterra merger synergies.
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring EPM)
- ✓Walkthrough of EPM's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
EPM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -0.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on EPM today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for EPM. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EPM)
1. Head-to-Head Energy Peer Comparison (EPM vs. SJT, AMPY, ANNA, MINE)
Industry: Oil & Gas Production (106 Tracked Issuers)Across 211 tracked Energy securities in the Roarable RQD universe, Evolution Petroleum Corporation Inc. (EPM) ranks #144 by composite RQD confidence (48/100, grade D) and #180 by equity capitalization ($146.7M). Within this direct 5-issuer industry benchmark cohort, AMPY leads on earnings valuation at 4.1x trailing P/E, while AMPY leads on capital efficiency and profitability with 15.3% ROIC and 93.2% gross margin. AMPY currently holds the highest overall quantitative score in the immediate peer group at 54/100 (D+) compared with EPM at 48/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| EPM
ACTIVE
Evolution Petroleum Corporation Inc. | D | 48/100 | 105.4x | 42.5% | 5.2% | +1.11% | $146.7M | Benchmark Subject |
| SJT San Juan Basin Royalty Trust | D | 47/100 | — | — | — | +5.47% | $145.0M | /sjt-vs-epm → |
| AMPY Amplify Energy Corp. | D+ | 54/100 | 4.1x | 93.2% | 15.3% | -2.08% | $159.2M | /ampy-vs-epm → |
| ANNA AleAnna Inc. (Class A) | D | 50/100 | — | — | 8.5% | -1.68% | $159.3M | /anna-vs-epm → |
| MINE Mayfair Gold Corp. | D | 45/100 | — | — | — | -4.90% | $170.2M | /mine-vs-epm → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-06-30 • CIK 0001006655 ↗In its most recent audited fiscal period (FY2025, filed 2025-06-30), Evolution Petroleum Corporation Inc. (EPM) reported GAAP revenue of $85.8M (-0.0% vs. FY2024 revenue of $85.9M , and -33.2% cumulative change since FY2023) , GAAP net income of $1.5M, operating cash flow of $33.1M, and free cash flow of $33.1M (+45.4% YoY). On the balance sheet, EPM closed FY2025 with $169.3M in total assets against $0 in total debt (Altman Z-Score: 1.64, Piotroski F-Score: 5/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-06-30 | $85.8M | $1.5M | $33.1M | $33.1M | $169.3M | — |
| FY2024 (FY) | 2024-06-30 | $85.9M | $4.1M | $22.7M | $22.7M | $160.2M | — |
| FY2023 (FY) | 2023-06-30 | $128.5M | $35.2M | $51.3M | $51.3M | — | — |
3. EPM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs EPM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Evolution Petroleum Corporation Inc. (NYSE: EPM) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $3.65 (+1.11% 1D, market cap $146.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 11/20. Across 211 tracked Energy issuers, EPM ranks #144 in composite RQD confidence.
How does EPM compare to SJT and AMPY in the Energy sector?
Within the Energy sector (Oil & Gas Production), EPM carries a Roarable D (48/100 RQD), trailing P/E of 105.4x, gross margin of 42.5%, and ROIC of 5.2%. By comparison, SJT (San Juan Basin Royalty Trust) holds a D grade (47/100 RQD, P/E N/A, ROIC —, cap $145.0M) and AMPY (Amplify Energy Corp.) posts a D+ grade (54/100 RQD, P/E 4.1x, ROIC 15.3%, cap $159.2M). Among the 5-stock peer group, AMPY leads on earnings multiple (4.1x) while AMPY leads on capital efficiency (15.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for EPM?
Per EPM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-06-30, CIK 0001006655), Evolution Petroleum Corporation Inc. generated $85.8M in revenue (-0.0% YoY), $1.5M in net income, and $33.1M in free cash flow against $169.3M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Energy with deep daily trading liquidity. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Where is EPM trading relative to its 50-day, 200-day, and 52-week technical levels?
EPM last traded at $3.65 (+1.11% on volume of 293,794 shares), positioning the stock -1.08% below its 50-day simple moving average ($3.69) and -10.10% below its 200-day simple moving average ($4.06). Across its 52-week range of $3.19 to $4.99, EPM sits at the 25.6% percentile with a 14-day RSI of 40.9 (NEUTRAL RANGE) and an implied next-earnings move of ±5.8% ($3.44 to $3.86).
EPM — Evolution Petroleum Corporation Inc.: What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Evolution Petroleum Corporation Inc. (EPM) earns a live Roarable RQD composite score of 48/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $3.65 (+1.11% 1D, market capitalization $146.7M).
- Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of 5.2%, gross margin of 42.5%, operating margin of 4.9%, and free cash flow yield of 21.29%.
- Whale 13F & Options Flow (7/20) + Insider Conviction (11/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (9/20) + Forensic Balance Sheet (10/20): Incorporates a 1.00x equity beta, Altman Z-Score of 1.64, Piotroski F-Score of 5/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Evolution Petroleum Corporation Inc. Is a NYSE-listed issuer in the Energy sector, operating in the Oil & Gas Production industry. The market capitalization is $0.2B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-06-30), Evolution Petroleum Corporation Inc. (EPM) reported $85.8M in annual revenue (up from $85.9M in FY2024, -0.0% YoY) and $1.5M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($128.5M revenue, $35.2M net income) through FY2025, EPM scaled operating cash flow to $33.1M and free cash flow to $33.1M, backed by $169.3M in total assets against $0 in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (D • RQD 48/100): Established market leader in Energy with deep daily trading liquidity. Free cash flow yield of 21.29% and institutional whale pillar of 7/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 7/20, sustained execution supports upside toward the upper end of the $3.19 – $4.99 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 105.4x trailing P/E and 36.3x EV/EBITDA against 4.9% operating margins and a 1.00x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
No upstream or downstream dependencies, sector correlations, or proprietary signal links are recorded (supply_chain: NONE). Upstream suppliers, downstream customers, commodity price linkages, and 2nd-order bottlenecks: — A prospective investor should note that the absence of mapped links means this brief cannot assess how commodity-price or input-cost shifts would propagate through EPM's operations.
- Key Question #1: Can EPM sustain or expand its 4.9% operating margin and 5.2% ROIC against Oil & Gas Production peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $85.8M and free cash flow of $33.1M, how will capital allocation balance growth reinvestment against $0 in total debt?
- Key Question #3: How sensitive is EPM's 98.0x forward P/E multiple to Energy capital spending cycles and macro interest-rate shifts (Beta 1.00x)?
EPM Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Evolution Petroleum Corporation Inc. (EPM) • Click "Debate This Headline" to argue it in the Roar Pit below
Seeking Alpha report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
https://www.siam.in/ report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
https://www.dars.gov.et/ report covering Evolution Petroleum Corporation Inc. (EPM) market action, institutional positioning, and fundamental catalysts.
EPM Bull vs. Bear Conversation Board — What's Your Call at $3.65?
A 21.29% FCF yield and a 10.53% dividend yield indicate substantial cash generation relative to the current share price.
Picked up a starter position in EPM in my $100K Virtual Cash book at $3.80. A 21.29% FCF yield and a 10.53% dividend yield indicate substantial cash generation relative to the current share price.. Trading inside a $3.19–$4.99 52-week range with 21.29% FCF yield gives solid downside support if Oil & Gas Production multiples expand this quarter.
@MeanReversion_88 Fair point on 105.4x trailing P/E, but you're ignoring the forward operating leverage in Oil & Gas Production. If gross margin (42.5%) holds, EPS grows into the multiple faster than bears think.
A 1.64 Altman Z-Score, 5.2% ROIC, and weak 13F flow score (9/20) signal financial and institutional-support risk alongside a 105.4 trai
Careful chasing EPM at $3.80. A 1.64 Altman Z-Score, 5.2% ROIC, and weak 13F flow score (9/20) signal financial and institutional-support risk alongside a 105.4 trailing P/E.. Gross margin is 42.5%, but operating margin is 4.9%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $2.93 on multiple compression.