Correlation
The correlation between EPM and CVI is 0.34, 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.
EPM vs. CVI
Compare and contrast key facts about Evolution Petroleum Corporation (EPM) and CVR Energy, Inc. (CVI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPM or CVI.
Performance
EPM vs. CVI - Performance Comparison
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Key characteristics
EPM:
-0.36
CVI:
-0.05
EPM:
-0.33
CVI:
0.11
EPM:
0.96
CVI:
1.02
EPM:
-0.14
CVI:
-0.18
EPM:
-1.03
CVI:
-0.40
EPM:
13.70%
CVI:
25.18%
EPM:
37.22%
CVI:
54.33%
EPM:
-100.00%
CVI:
-92.39%
EPM:
-99.96%
CVI:
-27.89%
Fundamentals
EPM:
$154.73M
CVI:
$2.36B
EPM:
-$0.04
CVI:
-$1.97
EPM:
0.00
CVI:
-2.16
EPM:
1.80
CVI:
0.32
EPM:
2.16
CVI:
4.07
EPM:
$85.96M
CVI:
$7.39B
EPM:
$16.56M
CVI:
-$32.00M
EPM:
$23.60M
CVI:
$127.00M
Returns By Period
In the year-to-date period, EPM achieves a -12.05% return, which is significantly lower than CVI's 39.60% return. Over the past 10 years, EPM has underperformed CVI with an annualized return of 0.41%, while CVI has yielded a comparatively higher 5.06% annualized return.
EPM
-12.05%
7.16%
-19.80%
-13.16%
-8.40%
20.37%
0.41%
CVI
39.60%
38.71%
35.20%
-2.90%
1.71%
14.92%
5.06%
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Risk-Adjusted Performance
EPM vs. CVI — Risk-Adjusted Performance Rank
EPM
CVI
EPM vs. CVI - Risk-Adjusted Performance 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.
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Dividends
EPM vs. CVI - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 10.69%, less than CVI's 11.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPM Evolution Petroleum Corporation | 10.69% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% | 5.38% |
CVI CVR Energy, Inc. | 11.80% | 8.00% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% |
Drawdowns
EPM vs. CVI - Drawdown Comparison
The maximum EPM drawdown since its inception was -100.00%, 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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Volatility
EPM vs. CVI - Volatility Comparison
The current volatility for Evolution Petroleum Corporation (EPM) is 8.14%, while CVR Energy, Inc. (CVI) has a volatility of 18.63%. 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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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 May 2025, Evolution Petroleum Corporation reported a gross profit of 4.16M and revenue of 22.56M. Therefore, the gross margin over that period was 18.4%.
CVI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CVR Energy, Inc. reported a gross profit of -93.00M and revenue of 1.65B. Therefore, the gross margin over that period was -5.7%.
EPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Evolution Petroleum Corporation reported an operating income of 1.59M and revenue of 22.56M, resulting in an operating margin of 7.0%.
CVI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CVR Energy, Inc. reported an operating income of -131.00M and revenue of 1.65B, resulting in an operating margin of -8.0%.
EPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Evolution Petroleum Corporation reported a net income of -2.18M and revenue of 22.56M, resulting in a net margin of -9.7%.
CVI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CVR Energy, Inc. reported a net income of -123.00M and revenue of 1.65B, resulting in a net margin of -7.5%.