Correlation
The correlation between EPM and HGBL is 0.20, 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. HGBL
Compare and contrast key facts about Evolution Petroleum Corporation (EPM) and Heritage Global Inc. (HGBL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPM or HGBL.
Performance
EPM vs. HGBL - Performance Comparison
Loading data...
Key characteristics
EPM:
-0.36
HGBL:
-0.06
EPM:
-0.33
HGBL:
0.27
EPM:
0.96
HGBL:
1.04
EPM:
-0.14
HGBL:
-0.02
EPM:
-1.03
HGBL:
-0.06
EPM:
13.70%
HGBL:
27.91%
EPM:
37.22%
HGBL:
45.58%
EPM:
-100.00%
HGBL:
-99.98%
EPM:
-99.96%
HGBL:
-99.40%
Fundamentals
EPM:
$154.73M
HGBL:
$76.90M
EPM:
-$0.04
HGBL:
$0.13
EPM:
0.00
HGBL:
0.00
EPM:
1.80
HGBL:
1.65
EPM:
2.16
HGBL:
1.10
EPM:
$85.96M
HGBL:
$46.66M
EPM:
$16.56M
HGBL:
$28.11M
EPM:
$23.60M
HGBL:
$10.04M
Returns By Period
In the year-to-date period, EPM achieves a -12.05% return, which is significantly lower than HGBL's 17.84% return. Over the past 10 years, EPM has underperformed HGBL with an annualized return of 0.41%, while HGBL has yielded a comparatively higher 21.19% annualized return.
EPM
-12.05%
7.16%
-19.80%
-13.16%
-8.40%
20.37%
0.41%
HGBL
17.84%
7.92%
23.86%
-2.68%
22.36%
8.95%
21.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EPM vs. HGBL — Risk-Adjusted Performance Rank
EPM
HGBL
EPM vs. HGBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) and Heritage Global Inc. (HGBL). 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.
Loading data...
Dividends
EPM vs. HGBL - Dividend Comparison
EPM's dividend yield for the trailing twelve months is around 10.69%, while HGBL has not paid dividends to shareholders.
| 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% |
HGBL Heritage Global Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EPM vs. HGBL - Drawdown Comparison
The maximum EPM drawdown since its inception was -100.00%, roughly equal to the maximum HGBL drawdown of -99.98%. Use the drawdown chart below to compare losses from any high point for EPM and HGBL.
Loading data...
Volatility
EPM vs. HGBL - Volatility Comparison
The current volatility for Evolution Petroleum Corporation (EPM) is 8.14%, while Heritage Global Inc. (HGBL) has a volatility of 11.41%. This indicates that EPM experiences smaller price fluctuations and is considered to be less risky than HGBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
EPM vs. HGBL - Financials Comparison
This section allows you to compare key financial metrics between Evolution Petroleum Corporation and Heritage Global 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. HGBL - 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%.
HGBL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Heritage Global Inc. reported a gross profit of 11.78M and revenue of 13.46M. Therefore, the gross margin over that period was 87.6%.
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%.
HGBL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Heritage Global Inc. reported an operating income of 1.40M and revenue of 13.46M, resulting in an operating margin of 10.4%.
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%.
HGBL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Heritage Global Inc. reported a net income of 1.06M and revenue of 13.46M, resulting in a net margin of 7.9%.