Evolution Stock Performance

EPM
 Stock
  

USD 6.93  0.27  3.75%   

On a scale of 0 to 100, Evolution Petroleum holds a performance score of 3. The firm shows a Beta (market volatility) of 1.5207, which means a somewhat significant risk relative to the market. Let's try to break down what Evolution's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Evolution Petroleum will likely underperform. Although it is important to respect Evolution Petroleum historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Evolution Petroleum technical indicators, you can presently evaluate if the expected return of 0.2% will be sustainable into the future. Please utilizes Evolution Petroleum semi variance, and the relationship between the treynor ratio and daily balance of power to make a quick decision on whether Evolution Petroleum price patterns will revert.
  
Evolution Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Evolution Petroleum are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Even with relatively unfluctuating basic indicators, Evolution Petroleum may actually be approaching a critical reversion point that can send shares even higher in January 2023. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0652
Payout Ratio
0.39
Last Split Factor
1:40
Forward Annual Dividend Rate
0.48
Dividend Date
2022-12-30
Ex Dividend Date
2022-12-14

Evolution Price Channel

Begin Period Cash Flow5277000.00
DescriptionEvolution 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 interests in a CO2 enhanced oil recovery project i
Total Cashflows From Investing Activities-54873000.00

Evolution Petroleum Relative Risk vs. Return Landscape

If you would invest  672.00  in Evolution Petroleum on September 6, 2022 and sell it today you would earn a total of  48.00  from holding Evolution Petroleum or generate 7.14% return on investment over 90 days. Evolution Petroleum is generating 0.1962% of daily returns assuming volatility of 4.3221% on return distribution over 90 days investment horizon. In other words, 37% of stocks are less volatile than Evolution, and above 97% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Evolution Petroleum is expected to generate 0.35 times more return on investment than the market. However, the company is 2.89 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.11 per unit of risk.

Evolution Petroleum Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Evolution Petroleum's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Evolution Petroleum, and traders can use it to determine the average amount a Evolution Petroleum's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0454

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Estimated Market Risk
 4.32
  actual daily
 
 37 %
of total potential
 
3737
Expected Return
 0.2
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.05
  actual daily
 
 3 %
of total potential
 
33
Based on monthly moving average Evolution Petroleum is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Evolution Petroleum by adding it to a well-diversified portfolio.

About Evolution Petroleum Performance

To evaluate Evolution Petroleum Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Evolution Petroleum generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Evolution Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Evolution Petroleum market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Evolution's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Investment 58.42  63.03 
Return on Average Assets 29.03  31.33 
Return on Average Equity 50.15  54.11 
Return on Invested Capital 0.45  0.48 
Return on Sales 0.38  0.35 

Things to note about Evolution Petroleum

Checking the ongoing alerts about Evolution Petroleum for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Evolution Petroleum help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Evolution Petroleum Alerts

Equity Alerts and Improvement Suggestions

Evolution Petroleum has very high historical volatility over the last 90 days
Evolution Petroleum has a strong financial position based on the latest SEC filings
About 62.0% of the company shares are held by institutions such as insurance companies
Latest headline from MacroaxisInsider: Payment of 4869 shares by Ryan Stash of Evolution Petroleum subject to Rule 16b-3
Continue to Investing Opportunities. You can also try ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running Evolution Petroleum price analysis, check to measure Evolution Petroleum's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evolution Petroleum is operating at the current time. Most of Evolution Petroleum's value examination focuses on studying past and present price action to predict the probability of Evolution Petroleum's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Evolution Petroleum's price. Additionally, you may evaluate how the addition of Evolution Petroleum to your portfolios can decrease your overall portfolio volatility.
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Is Evolution Petroleum's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Evolution Petroleum. If investors know Evolution will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Evolution Petroleum listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
1.13
Market Capitalization
242.8 M
Quarterly Revenue Growth YOY
1.11
Return On Assets
0.27
Return On Equity
0.55
The market value of Evolution Petroleum is measured differently than its book value, which is the value of Evolution that is recorded on the company's balance sheet. Investors also form their own opinion of Evolution Petroleum's value that differs from its market value or its book value, called intrinsic value, which is Evolution Petroleum's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Evolution Petroleum's market value can be influenced by many factors that don't directly affect Evolution Petroleum's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Evolution Petroleum's value and its price as these two are different measures arrived at by different means. Investors typically determine Evolution Petroleum value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Evolution Petroleum's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.