EPM vs. CVI
EPM (Evolution Petroleum Corporation) and CVI (CVR Energy, Inc.) are both stocks. Both are in the Energy sector — EPM in Oil & Gas E&P, CVI in Oil & Gas Refining & Marketing. Over the past 10 years, EPM returned 3.10%/yr vs 25.08%/yr for CVI. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
EPM vs. CVI - Performance Comparison
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Returns By Period
In the year-to-date period, EPM achieves a 9.85% return, which is significantly lower than CVI's 42.62% return. Over the past 10 years, EPM has underperformed CVI with an annualized return of 3.10%, while CVI has yielded a comparatively higher 25.08% annualized return.
EPM
- 1D
- 0.82%
- 1M
- 0.82%
- 6M
- -1.30%
- YTD
- 9.85%
- 1Y
- -11.85%
- 3Y*
- -19.58%
- 5Y*
- 5.47%
- 10Y*
- 3.10%
- ALL TIME*
- -19.05%
CVI
- 1D
- -6.46%
- 1M
- 25.07%
- 6M
- 59.55%
- YTD
- 42.62%
- 1Y
- 44.78%
- 3Y*
- 9.60%
- 5Y*
- 43.11%
- 10Y*
- 25.08%
- ALL TIME*
- 12.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $38.24M | $32.51M | $30.51M | |
| $1.27M | $1.20M | $1.46M |
EPM vs. CVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 9.85% | -25.17% | -2.04% | -17.30% | 58.73% | 86.00% | -44.78% | -14.47% | 4.19% | -28.70% |
CVI CVR Energy, Inc. | 42.62% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
Correlation
The correlation between EPM and CVI is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2007 | 0.32 |
The correlation between EPM and CVI shifts across timeframes, from 0.30 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPM:
$131.82M
CVI:
$3.58B
EPM:
-$0.11
CVI:
$1.17
EPM:
1.50
CVI:
0.42
EPM:
2.14
CVI:
6.82
EPM:
$83.24M
CVI:
$8.47B
EPM:
$3.92M
CVI:
-$2.08B
EPM:
$2.18M
CVI:
$696.00M
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Return for Risk
EPM vs. CVI — Risk / Return Rank
EPM
CVI
EPM vs. CVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) and CVR Energy, Inc. (CVI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPM | CVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.15 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.40 | 0.74 | -1.14 |
| Martin ratioReturn relative to average drawdown | -0.81 | 1.55 | -2.36 |
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Drawdowns
EPM vs. CVI - Drawdown Comparison
The maximum EPM drawdown since its inception was -99.99%, which is greater than CVI's maximum drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for EPM and CVI.
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Drawdown Indicators
| EPM | CVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -92.39% | -7.60% |
Max Drawdown (1Y)Largest decline over 1 year | -38.29% | -48.21% | +9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -58.87% | -56.17% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -59.45% | -56.17% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -80.49% | -80.26% | -0.23% |
Current DrawdownCurrent decline from peak | -99.87% | -9.32% | -90.55% |
Average DrawdownAverage peak-to-trough decline | -96.49% | -35.04% | -61.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.67% | 22.98% | -4.31% |
Volatility
EPM vs. CVI - Volatility Comparison
The current volatility for Evolution Petroleum Corporation (EPM) is 12.09%, while CVR Energy, Inc. (CVI) has a volatility of 17.75%. This indicates that EPM experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPM | CVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.09% | 17.75% | -5.66% |
Volatility (6M)Calculated over the trailing 6-month period | 30.91% | 40.57% | -9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.40% | 53.74% | -14.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.33% | 57.94% | -12.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.05% | 59.25% | -9.20% |
Dividends
EPM vs. CVI - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 13.04%, more than CVI's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 1.32% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
EPM Evolution Petroleum Corporation | 13.04% | 13.56% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% |
Financials
EPM vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between Evolution Petroleum Corporation and CVR Energy, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EPM vs. CVI - Profitability Comparison
EPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Evolution Petroleum Corporation reported a gross profit of -11.45M and revenue of 20.17M. Therefore, the gross margin over that period was -56.8%.
CVI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, CVR Energy, Inc. reported a gross profit of -2.25B and revenue of 2.74B. Therefore, the gross margin over that period was -82.3%.
EPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Evolution Petroleum Corporation reported an operating income of -558.00K and revenue of 20.17M, resulting in an operating margin of -2.8%.
CVI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, CVR Energy, Inc. reported an operating income of 78.00M and revenue of 2.74B, resulting in an operating margin of 2.9%.
EPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Evolution Petroleum Corporation reported a net income of -8.93M and revenue of 20.17M, resulting in a net margin of -44.3%.
CVI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, CVR Energy, Inc. reported a net income of 46.00M and revenue of 2.74B, resulting in a net margin of 1.7%.
Frequently Asked Questions
EPM and CVI have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVI has higher volatility (17.75%) compared to EPM (12.09%). In terms of maximum drawdown, EPM dropped -99.99% vs CVI's -92.39%.
CVI currently has the higher Sharpe Ratio (0.67 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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