HGBL vs. EPM
Compare and contrast key facts about Heritage Global Inc. (HGBL) and Evolution Petroleum Corporation (EPM).
Performance
HGBL vs. EPM - Performance Comparison
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HGBL vs. EPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGBL Heritage Global Inc. | 11.29% | -32.97% | -33.45% | 18.30% | 25.67% | -29.70% | 171.43% | 115.64% | 22.83% | -21.28% |
EPM Evolution Petroleum Corporation | 28.43% | -25.17% | -2.04% | -17.30% | 58.73% | 86.00% | -44.78% | -14.47% | 4.19% | -28.70% |
Fundamentals
HGBL:
$48.90M
EPM:
$150.62M
HGBL:
$0.10
EPM:
$0.16
HGBL:
13.61
EPM:
27.18
HGBL:
0.19
EPM:
0.38
HGBL:
0.96
EPM:
1.75
HGBL:
0.73
EPM:
2.23
HGBL:
$50.98M
EPM:
$85.64M
HGBL:
$43.03M
EPM:
$8.08M
HGBL:
$6.45M
EPM:
$14.91M
Returns By Period
In the year-to-date period, HGBL achieves a 11.29% return, which is significantly lower than EPM's 28.43% return. Over the past 10 years, HGBL has outperformed EPM with an annualized return of 19.12%, while EPM has yielded a comparatively lower 5.90% annualized return.
HGBL
- 1D
- 1.47%
- 1M
- 5.34%
- YTD
- 11.29%
- 6M
- -13.75%
- 1Y
- -38.67%
- 3Y*
- -21.93%
- 5Y*
- -13.98%
- 10Y*
- 19.12%
EPM
- 1D
- 1.37%
- 1M
- 1.94%
- YTD
- 28.43%
- 6M
- -3.23%
- 1Y
- -4.74%
- 3Y*
- -5.09%
- 5Y*
- 12.74%
- 10Y*
- 5.90%
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Return for Risk
HGBL vs. EPM — Risk / Return Rank
HGBL
EPM
HGBL vs. EPM - Risk-Adjusted Trends 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.
| HGBL | EPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.98 | -0.13 | -0.85 |
Sortino ratioReturn per unit of downside risk | -1.47 | 0.06 | -1.53 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.01 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.76 | -0.11 | -0.65 |
Martin ratioReturn relative to average drawdown | -1.22 | -0.25 | -0.98 |
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
| HGBL | EPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.98 | -0.13 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.28 | 0.28 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.12 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | -0.11 | +0.34 |
Correlation
The correlation between HGBL and EPM is 0.07, 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
HGBL vs. EPM - Dividend Comparison
HGBL has not paid dividends to shareholders, while EPM's dividend yield for the trailing twelve months is around 10.84%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 10.84% | 13.56% | 9.18% | 8.26% | 5.83% | 4.55% | 6.14% | 7.31% | 5.87% | 4.23% | 2.15% | 4.16% |
Drawdowns
HGBL vs. EPM - Drawdown Comparison
The maximum HGBL drawdown since its inception was -74.19%, smaller than the maximum EPM drawdown of -99.99%. Use the drawdown chart below to compare losses from any high point for HGBL and EPM.
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Drawdown Indicators
| HGBL | EPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.19% | -99.99% | +25.80% |
Max Drawdown (1Y)Largest decline over 1 year | -49.57% | -38.29% | -11.28% |
Max Drawdown (5Y)Largest decline over 5 years | -70.97% | -59.45% | -11.52% |
Max Drawdown (10Y)Largest decline over 10 years | -74.19% | -80.49% | +6.30% |
Current DrawdownCurrent decline from peak | -65.76% | -99.85% | +34.09% |
Average DrawdownAverage peak-to-trough decline | -36.66% | -96.47% | +59.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.97% | 17.04% | +13.93% |
Volatility
HGBL vs. EPM - Volatility Comparison
Heritage Global Inc. (HGBL) has a higher volatility of 13.29% compared to Evolution Petroleum Corporation (EPM) at 8.70%. 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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Volatility by Period
| HGBL | EPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.29% | 8.70% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 31.19% | 25.43% | +5.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.41% | 35.68% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.85% | 45.62% | +4.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 87.98% | 49.92% | +38.06% |
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