Oil & Gas Exploration & Production
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EPM vs BATL
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Exploration & Production
EPM vs BATL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Exploration & Production | Oil & Gas Exploration & Production |
| Market Cap | $165M | $47M |
| Revenue (TTM) | $86M | $165M |
| Net Income (TTM) | $3M | $12M |
| Gross Margin | 22.8% | 72.8% |
| Operating Margin | 4.1% | -4.0% |
| Forward P/E | 50.5x | 12.4x |
| Total Debt | $38M | $23M |
| Cash & Equiv. | $3M | $28M |
EPM vs BATL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Evolution Petroleum… (EPM) | 100 | 193.0 | +93.0% |
| Battalion Oil Corpo… (BATL) | 100 | 49.4 | -50.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EPM vs BATL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EPM is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth -0.0%, EPS growth -72.3%, 3Y rev CAGR -7.6%
- 69.4% 10Y total return vs BATL's -72.1%
- -0.0% revenue growth vs BATL's -14.9%
BATL carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta -1.71, yield 100.0%
- Lower volatility, beta -1.71, current ratio 0.90x
- Beta -1.71, yield 100.0%, current ratio 0.90x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -0.0% revenue growth vs BATL's -14.9% | |
| Value | Lower P/E (12.4x vs 50.5x) | |
| Quality / Margins | 7.2% margin vs EPM's 3.6% | |
| Dividends | 100.0% yield, 4-year raise streak, vs EPM's 10.4% | |
| Momentum (1Y) | +128.8% vs EPM's +27.5% | |
| Efficiency (ROA) | 2.4% ROA vs EPM's 1.8%, ROIC -3.4% vs 2.8% |
EPM vs BATL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EPM vs BATL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — EPM and BATL each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BATL is the larger business by revenue, generating $165M annually — 1.9x EPM's $86M. Profitability is closely matched — net margins range from 7.2% (BATL) to 3.6% (EPM). On growth, EPM holds the edge at +2.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $86M | $165M |
| EBITDAEarnings before interest/tax | $26M | $74M |
| Net IncomeAfter-tax profit | $3M | $12M |
| Free Cash FlowCash after capex | $13M | $39M |
| Gross MarginGross profit ÷ Revenue | +22.8% | +72.8% |
| Operating MarginEBIT ÷ Revenue | +4.1% | -4.0% |
| Net MarginNet income ÷ Revenue | +3.6% | +7.2% |
| FCF MarginFCF ÷ Revenue | +15.3% | +23.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.0% | -37.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +152.2% | +59.0% |
Valuation Metrics
BATL leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $165M | $47M |
| Enterprise ValueMkt cap + debt − cash | $200M | $42M |
| Trailing P/EPrice ÷ TTM EPS | 141.87x | -1.28x |
| Forward P/EPrice ÷ next-FY EPS est. | 50.48x | 12.43x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 7.64x | — |
| Price / SalesMarket cap ÷ Revenue | 1.92x | 0.29x |
| Price / BookPrice ÷ Book value/share | 2.19x | — |
| Price / FCFMarket cap ÷ FCF | 14.45x | 1.20x |
Profitability & Efficiency
BATL leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
BATL delivers a 14.5% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $5 for EPM. On the Piotroski fundamental quality scale (0–9), BATL scores 8/9 vs EPM's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.6% | +14.5% |
| ROA (TTM)Return on assets | +1.8% | +2.4% |
| ROICReturn on invested capital | +2.8% | -3.4% |
| ROCEReturn on capital employed | +2.9% | -1.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.52x | — |
| Net DebtTotal debt minus cash | $35M | -$5M |
| Cash & Equiv.Liquid assets | $3M | $28M |
| Total DebtShort + long-term debt | $38M | $23M |
| Interest CoverageEBIT ÷ Interest expense | 2.40x | 0.57x |
Total Returns (Dividends Reinvested)
EPM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EPM five years ago would be worth $17,855 today (with dividends reinvested), compared to $2,252 for BATL. Over the past 12 months, BATL leads with a +128.8% total return vs EPM's +27.5%. The 3-year compound annual growth rate (CAGR) favors EPM at -1.6% vs BATL's -23.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +32.7% | +140.3% |
| 1-Year ReturnPast 12 months | +27.5% | +128.8% |
| 3-Year ReturnCumulative with dividends | -4.8% | -54.3% |
| 5-Year ReturnCumulative with dividends | +78.6% | -77.5% |
| 10-Year ReturnCumulative with dividends | +69.4% | -72.1% |
| CAGR (3Y)Annualised 3-year return | -1.6% | -23.0% |
Risk & Volatility
Evenly matched — EPM and BATL each lead in 1 of 2 comparable metrics.
Risk & Volatility
BATL is the less volatile stock with a -1.71 beta — it tends to amplify market swings less than EPM's 0.38 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EPM currently trades 82.6% from its 52-week high vs BATL's 9.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.38x | -1.71x |
| 52-Week HighHighest price in past year | $5.70 | $29.70 |
| 52-Week LowLowest price in past year | $3.19 | $1.00 |
| % of 52W HighCurrent price vs 52-week peak | +82.6% | +9.6% |
| RSI (14)Momentum oscillator 0–100 | 54.2 | 37.6 |
| Avg Volume (50D)Average daily shares traded | 402K | 16.6M |
Analyst Outlook
BATL leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates EPM as "Buy" and BATL as "Buy". For income investors, BATL offers the higher dividend yield at 100.00% vs EPM's 10.42%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $5.15 | — |
| # AnalystsCovering analysts | 9 | 2 |
| Dividend YieldAnnual dividend ÷ price | +10.4% | +100.0% |
| Dividend StreakConsecutive years of raises | 4 | 4 |
| Dividend / ShareAnnual DPS | $0.49 | $2.96 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | 0.0% |
BATL leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). EPM leads in 1 (Total Returns). 2 tied.
EPM vs BATL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EPM or BATL a better buy right now?
For growth investors, Evolution Petroleum Corporation (EPM) is the stronger pick with -0.
0% revenue growth year-over-year, versus -14. 9% for Battalion Oil Corporation (BATL). Evolution Petroleum Corporation (EPM) offers the better valuation at 141. 9x trailing P/E (50. 5x forward), making it the more compelling value choice. Analysts rate Evolution Petroleum Corporation (EPM) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — EPM or BATL?
On forward P/E, Battalion Oil Corporation is actually cheaper at 12.
4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — EPM or BATL?
Over the past 5 years, Evolution Petroleum Corporation (EPM) delivered a total return of +78.
6%, compared to -77. 5% for Battalion Oil Corporation (BATL). Over 10 years, the gap is even starker: EPM returned +69. 4% versus BATL's -72. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EPM or BATL?
By beta (market sensitivity over 5 years), Battalion Oil Corporation (BATL) is the lower-risk stock at -1.
71β versus Evolution Petroleum Corporation's 0. 38β — meaning EPM is approximately -122% more volatile than BATL relative to the S&P 500.
05Which is growing faster — EPM or BATL?
By revenue growth (latest reported year), Evolution Petroleum Corporation (EPM) is pulling ahead at -0.
0% versus -14. 9% for Battalion Oil Corporation (BATL). On earnings-per-share growth, the picture is similar: Battalion Oil Corporation grew EPS 42. 6% year-over-year, compared to -72. 3% for Evolution Petroleum Corporation. Over a 3-year CAGR, EPM leads at -7. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — EPM or BATL?
Battalion Oil Corporation (BATL) is the more profitable company, earning 7.
2% net margin versus 1. 7% for Evolution Petroleum Corporation — meaning it keeps 7. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EPM leads at 4. 9% versus -4. 0% for BATL. At the gross margin level — before operating expenses — BATL leads at 72. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is EPM or BATL more undervalued right now?
On forward earnings alone, Battalion Oil Corporation (BATL) trades at 12.
4x forward P/E versus 50. 5x for Evolution Petroleum Corporation — 38. 0x cheaper on a one-year earnings basis.
08Which pays a better dividend — EPM or BATL?
All stocks in this comparison pay dividends.
Battalion Oil Corporation (BATL) offers the highest yield at 100. 0%, versus 10. 4% for Evolution Petroleum Corporation (EPM).
09Is EPM or BATL better for a retirement portfolio?
For long-horizon retirement investors, Battalion Oil Corporation (BATL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -1.
71), 100. 0% yield). Both have compounded well over 10 years (BATL: -72. 1%, EPM: +69. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between EPM and BATL?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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