Correlation
The correlation between HGBL and EPM 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.
HGBL vs. EPM
Compare and contrast key facts about Heritage Global Inc. (HGBL) and Evolution Petroleum Corporation (EPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGBL or EPM.
Performance
HGBL vs. EPM - Performance Comparison
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Key characteristics
HGBL:
-0.06
EPM:
-0.36
HGBL:
0.27
EPM:
-0.33
HGBL:
1.04
EPM:
0.96
HGBL:
-0.02
EPM:
-0.14
HGBL:
-0.06
EPM:
-1.03
HGBL:
27.91%
EPM:
13.70%
HGBL:
45.58%
EPM:
37.22%
HGBL:
-99.98%
EPM:
-100.00%
HGBL:
-99.40%
EPM:
-99.96%
Fundamentals
HGBL:
$76.90M
EPM:
$154.04M
HGBL:
$0.13
EPM:
-$0.04
HGBL:
0.00
EPM:
0.00
HGBL:
1.65
EPM:
1.79
HGBL:
1.10
EPM:
2.15
HGBL:
$46.66M
EPM:
$85.96M
HGBL:
$28.11M
EPM:
$16.56M
HGBL:
$10.04M
EPM:
$23.60M
Returns By Period
In the year-to-date period, HGBL achieves a 17.84% return, which is significantly higher than EPM's -12.05% return. Over the past 10 years, HGBL has outperformed EPM with an annualized return of 21.19%, while EPM has yielded a comparatively lower 0.41% annualized return.
HGBL
17.84%
9.00%
23.86%
-4.39%
22.36%
8.95%
21.19%
EPM
-12.05%
6.90%
-19.80%
-14.67%
-8.40%
20.37%
0.41%
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Risk-Adjusted Performance
HGBL vs. EPM — Risk-Adjusted Performance Rank
HGBL
EPM
HGBL vs. EPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heritage Global Inc. (HGBL) and Evolution Petroleum Corporation (EPM). 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
HGBL vs. EPM - Dividend Comparison
HGBL has not paid dividends to shareholders, while EPM's dividend yield for the trailing twelve months is around 10.69%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
HGBL vs. EPM - Drawdown Comparison
The maximum HGBL drawdown since its inception was -99.98%, roughly equal to the maximum EPM drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for HGBL and EPM.
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Volatility
HGBL vs. EPM - Volatility Comparison
Heritage Global Inc. (HGBL) has a higher volatility of 11.41% compared to Evolution Petroleum Corporation (EPM) at 8.14%. This indicates that HGBL's price experiences larger fluctuations and is considered to be riskier than EPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HGBL vs. EPM - Financials Comparison
This section allows you to compare key financial metrics between Heritage Global Inc. and Evolution Petroleum Corporation. 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
HGBL vs. EPM - Profitability Comparison
HGBL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Heritage Global Inc. reported a net income of 1.06M and revenue of 13.46M, resulting in a net margin of 7.9%.
EPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Evolution Petroleum Corporation reported a net income of -2.18M and revenue of 22.56M, resulting in a net margin of -9.7%.