EPM vs. CVI
Compare and contrast key facts about Evolution Petroleum Corporation (EPM) and CVR Energy, Inc. (CVI).
Performance
EPM vs. CVI - Performance Comparison
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EPM vs. CVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 26.69% | -25.17% | -2.04% | -17.30% | 58.73% | 86.00% | -44.78% | -14.47% | 4.19% | -28.70% |
CVI CVR Energy, Inc. | 26.15% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
Fundamentals
EPM:
$148.58M
CVI:
$3.18B
EPM:
$0.16
CVI:
$0.27
EPM:
26.81
CVI:
117.64
EPM:
0.37
CVI:
0.24
EPM:
1.73
CVI:
0.44
EPM:
2.20
CVI:
4.35
EPM:
$85.64M
CVI:
$7.16B
EPM:
$8.08M
CVI:
-$5.38B
EPM:
$14.91M
CVI:
$529.00M
Returns By Period
The year-to-date returns for both stocks are quite close, with EPM having a 26.69% return and CVI slightly lower at 26.15%. Over the past 10 years, EPM has underperformed CVI with an annualized return of 5.66%, while CVI has yielded a comparatively higher 16.72% annualized return.
EPM
- 1D
- -4.59%
- 1M
- -1.65%
- YTD
- 26.69%
- 6M
- -5.32%
- 1Y
- -5.48%
- 3Y*
- -3.43%
- 5Y*
- 12.43%
- 10Y*
- 5.66%
CVI
- 1D
- -6.09%
- 1M
- 26.75%
- YTD
- 26.15%
- 6M
- -12.25%
- 1Y
- 86.75%
- 3Y*
- 9.41%
- 5Y*
- 31.43%
- 10Y*
- 16.72%
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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.
| EPM | CVI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.15 | 1.60 | -1.76 |
Sortino ratioReturn per unit of downside risk | 0.03 | 2.27 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.27 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.76 | -1.94 |
Martin ratioReturn relative to average drawdown | -0.39 | 4.03 | -4.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EPM | CVI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.15 | 1.60 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.53 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.28 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.20 | -0.32 |
Correlation
The correlation between EPM and CVI is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EPM vs. CVI - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 10.98%, more than CVI's 8.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 10.98% | 13.56% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% |
CVI CVR Energy, Inc. | 8.32% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
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 (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 | -99.85% | -19.79% | -80.06% |
Average DrawdownAverage peak-to-trough decline | -96.47% | -35.35% | -61.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.02% | 21.07% | -4.05% |
Volatility
EPM vs. CVI - Volatility Comparison
The current volatility for Evolution Petroleum Corporation (EPM) is 8.60%, while CVR Energy, Inc. (CVI) has a volatility of 20.86%. 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 | 8.60% | 20.86% | -12.26% |
Volatility (6M)Calculated over the trailing 6-month period | 25.42% | 37.43% | -12.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.67% | 54.44% | -18.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.64% | 59.48% | -13.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.93% | 58.93% | -9.00% |
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