Evolution Petroleum Stock Alpha and Beta Analysis

EPM Stock  USD 4.96  0.06  1.20%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Evolution Petroleum. It also helps investors analyze the systematic and unsystematic risks associated with investing in Evolution Petroleum over a specified time horizon. Remember, high Evolution Petroleum's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Evolution Petroleum's market risk premium analysis include:
Beta
0.39
Alpha
(0.1)
Risk
1.62
Sharpe Ratio
(0.04)
Expected Return
(0.07)
Please note that although Evolution Petroleum alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Evolution Petroleum did 0.1  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Evolution Petroleum stock's relative risk over its benchmark. Evolution Petroleum has a beta of 0.39  . As returns on the market increase, Evolution Petroleum's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evolution Petroleum is expected to be smaller as well. As of the 15th of March 2025, Book Value Per Share is likely to grow to -1.95. In addition to that, Tangible Book Value Per Share is likely to grow to -1.95.

Evolution Petroleum Quarterly Cash And Equivalents

9.41 Million

Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Evolution Petroleum Backtesting, Evolution Petroleum Valuation, Evolution Petroleum Correlation, Evolution Petroleum Hype Analysis, Evolution Petroleum Volatility, Evolution Petroleum History and analyze Evolution Petroleum Performance.
To learn how to invest in Evolution Stock, please use our How to Invest in Evolution Petroleum guide.

Evolution Petroleum Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Evolution Petroleum market risk premium is the additional return an investor will receive from holding Evolution Petroleum long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Evolution Petroleum. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Evolution Petroleum's performance over market.
α-0.1   β0.39

Evolution Petroleum expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Evolution Petroleum's Buy-and-hold return. Our buy-and-hold chart shows how Evolution Petroleum performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

Evolution Petroleum Market Price Analysis

Market price analysis indicators help investors to evaluate how Evolution Petroleum stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Evolution Petroleum shares will generate the highest return on investment. By understating and applying Evolution Petroleum stock market price indicators, traders can identify Evolution Petroleum position entry and exit signals to maximize returns.

Evolution Petroleum Return and Market Media

The median price of Evolution Petroleum for the period between Sun, Dec 15, 2024 and Sat, Mar 15, 2025 is 5.25 with a coefficient of variation of 4.43. The daily time series for the period is distributed with a sample standard deviation of 0.23, arithmetic mean of 5.25, and mean deviation of 0.2. The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
1
Acquisition by Robert Herlin of 16807 shares of Evolution Petroleum subject to Rule 16b-3
12/26/2024
2
Technical Pivots with Risk Controls - Stock Traders Daily
01/22/2025
3
Northland Securities Lowers Evolution Petroleum Price Target to 6.50 - MarketBeat
02/07/2025
4
Is Evolution Petroleum Positioned for Stability in the Energy Sector
02/10/2025
5
Evolution Petroleum Corporation declares 0.12 dividend
02/11/2025
6
Earnings call transcript Evolution Petroleum misses Q4 2024 forecasts - Investing.com
02/12/2025
7
Q2 2025 Evolution Petroleum Corp Earnings Call Transcript
02/13/2025
8
Disposition of 5644 shares by Ryan Stash of Evolution Petroleum at 5.15 subject to Rule 16b-3
02/20/2025
9
Disposition of 8691 shares by Bunch John Mark of Evolution Petroleum at 5.13 subject to Rule 16b-3
02/21/2025
10
Disposition of 2965 shares by Kelly Beatty of Evolution Petroleum at 5.13 subject to Rule 16b-3
02/25/2025
11
Evolution Petroleum Announces Acquisition of Non-Operated Oil and Natural Gas Assets in New Mexico, Texas, and Louisiana
03/04/2025
12
Boss Energy Invests in Liverpool Project
03/10/2025

About Evolution Petroleum Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Evolution or other stocks. Alpha measures the amount that position in Evolution Petroleum has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
 2022 2023 2024 2025 (projected)
Dividend Yield0.06050.09170.08250.0867
Price To Sales Ratio2.072.041.841.75

Evolution Petroleum Upcoming Company Events

As portrayed in its financial statements, the presentation of Evolution Petroleum's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Evolution Petroleum's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Evolution Petroleum's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Evolution Petroleum. Please utilize our Beneish M Score to check the likelihood of Evolution Petroleum's management manipulating its earnings.
6th of February 2024
Upcoming Quarterly Report
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14th of May 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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10th of September 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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30th of June 2023
Last Financial Announcement
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Build Portfolio with Evolution Petroleum

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

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Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
When determining whether Evolution Petroleum is a strong investment it is important to analyze Evolution Petroleum's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Evolution Petroleum's future performance. For an informed investment choice regarding Evolution Stock, refer to the following important reports:
Check out Evolution Petroleum Backtesting, Evolution Petroleum Valuation, Evolution Petroleum Correlation, Evolution Petroleum Hype Analysis, Evolution Petroleum Volatility, Evolution Petroleum History and analyze Evolution Petroleum Performance.
To learn how to invest in Evolution Stock, please use our How to Invest in Evolution Petroleum guide.
You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Evolution Petroleum technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
A focus of Evolution Petroleum technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Evolution Petroleum trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...