Oil & Gas Exploration & Production
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WTI vs EPM
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Exploration & Production
WTI vs EPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Exploration & Production | Oil & Gas Exploration & Production |
| Market Cap | $568M | $165M |
| Revenue (TTM) | $501M | $86M |
| Net Income (TTM) | $-150M | $3M |
| Gross Margin | 21.2% | 22.8% |
| Operating Margin | -10.5% | 4.1% |
| Forward P/E | — | 50.5x |
| Total Debt | $351M | $38M |
| Cash & Equiv. | $141M | $3M |
WTI vs EPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| W&T Offshore, Inc. (WTI) | 100 | 146.4 | +46.4% |
| Evolution Petroleum… (EPM) | 100 | 193.0 | +93.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WTI vs EPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WTI is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.01, current ratio 1.02x
- Beta 0.01, yield 1.1%, current ratio 1.02x
- Beta 0.01 vs EPM's 0.38
EPM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 4 yrs, beta 0.38, yield 10.4%
- Rev growth -0.0%, EPS growth -72.3%, 3Y rev CAGR -7.6%
- 66.1% 10Y total return vs WTI's 65.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -0.0% revenue growth vs WTI's -4.5% | |
| Value | Better valuation composite | |
| Quality / Margins | 3.6% margin vs WTI's -29.9% | |
| Stability / Safety | Beta 0.01 vs EPM's 0.38 | |
| Dividends | 10.4% yield, 4-year raise streak, vs WTI's 1.1% | |
| Momentum (1Y) | +232.8% vs EPM's +26.6% | |
| Efficiency (ROA) | 1.8% ROA vs WTI's -15.1%, ROIC 2.8% vs -32.5% |
WTI vs EPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WTI vs EPM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
EPM leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WTI is the larger business by revenue, generating $501M annually — 5.9x EPM's $86M. EPM is the more profitable business, keeping 3.6% of every revenue dollar as net income compared to WTI's -29.9%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $501M | $86M |
| EBITDAEarnings before interest/tax | $80M | $26M |
| Net IncomeAfter-tax profit | -$150M | $3M |
| Free Cash FlowCash after capex | $45M | $13M |
| Gross MarginGross profit ÷ Revenue | +21.2% | +22.8% |
| Operating MarginEBIT ÷ Revenue | -10.5% | +4.1% |
| Net MarginNet income ÷ Revenue | -29.9% | +3.6% |
| FCF MarginFCF ÷ Revenue | +8.9% | +15.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.1% | +2.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -12.5% | +152.2% |
Valuation Metrics
Evenly matched — WTI and EPM each lead in 2 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, EPM's 7.6x EV/EBITDA is more attractive than WTI's 8.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $568M | $165M |
| Enterprise ValueMkt cap + debt − cash | $779M | $200M |
| Trailing P/EPrice ÷ TTM EPS | -3.78x | 141.87x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 50.48x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 8.03x | 7.64x |
| Price / SalesMarket cap ÷ Revenue | 1.13x | 1.92x |
| Price / BookPrice ÷ Book value/share | — | 2.19x |
| Price / FCFMarket cap ÷ FCF | 20.47x | 14.45x |
Profitability & Efficiency
EPM leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), EPM scores 5/9 vs WTI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +4.6% |
| ROA (TTM)Return on assets | -15.1% | +1.8% |
| ROICReturn on invested capital | -32.5% | +2.8% |
| ROCEReturn on capital employed | -6.7% | +2.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | — | 0.52x |
| Net DebtTotal debt minus cash | $210M | $35M |
| Cash & Equiv.Liquid assets | $141M | $3M |
| Total DebtShort + long-term debt | $351M | $38M |
| Interest CoverageEBIT ÷ Interest expense | -1.80x | 2.40x |
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 $19,194 today (with dividends reinvested), compared to $11,496 for WTI. Over the past 12 months, WTI leads with a +232.8% total return vs EPM's +26.6%. The 3-year compound annual growth rate (CAGR) favors EPM at -1.6% vs WTI's -3.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +137.9% | +32.7% |
| 1-Year ReturnPast 12 months | +232.8% | +26.6% |
| 3-Year ReturnCumulative with dividends | -9.3% | -4.8% |
| 5-Year ReturnCumulative with dividends | +15.0% | +91.9% |
| 10-Year ReturnCumulative with dividends | +65.4% | +66.1% |
| CAGR (3Y)Annualised 3-year return | -3.2% | -1.6% |
Risk & Volatility
WTI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WTI is the less volatile stock with a 0.01 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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | 0.38x |
| 52-Week HighHighest price in past year | $4.49 | $5.70 |
| 52-Week LowLowest price in past year | $1.15 | $3.19 |
| % of 52W HighCurrent price vs 52-week peak | +85.1% | +82.6% |
| RSI (14)Momentum oscillator 0–100 | 62.0 | 66.3 |
| Avg Volume (50D)Average daily shares traded | 9.5M | 402K |
Analyst Outlook
EPM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WTI as "Hold" and EPM as "Buy". For income investors, EPM offers the higher dividend yield at 10.42% vs WTI's 1.06%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | — | $5.15 |
| # AnalystsCovering analysts | 15 | 9 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +10.4% |
| Dividend StreakConsecutive years of raises | 2 | 4 |
| Dividend / ShareAnnual DPS | $0.04 | $0.49 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
EPM leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WTI leads in 1 (Risk & Volatility). 1 tied.
WTI vs EPM: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WTI or EPM 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 -4. 5% for W&T Offshore, Inc. (WTI). 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 is the better long-term investment — WTI or EPM?
Over the past 5 years, Evolution Petroleum Corporation (EPM) delivered a total return of +91.
9%, compared to +15. 0% for W&T Offshore, Inc. (WTI). Over 10 years, the gap is even starker: EPM returned +66. 1% versus WTI's +65. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — WTI or EPM?
By beta (market sensitivity over 5 years), W&T Offshore, Inc.
(WTI) is the lower-risk stock at 0. 01β versus Evolution Petroleum Corporation's 0. 38β — meaning EPM is approximately 3310% more volatile than WTI relative to the S&P 500.
04Which is growing faster — WTI or EPM?
By revenue growth (latest reported year), Evolution Petroleum Corporation (EPM) is pulling ahead at -0.
0% versus -4. 5% for W&T Offshore, Inc. (WTI). On earnings-per-share growth, the picture is similar: W&T Offshore, Inc. grew EPS -71. 2% 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.
05Which has better profit margins — WTI or EPM?
Evolution Petroleum Corporation (EPM) is the more profitable company, earning 1.
7% net margin versus -29. 9% for W&T Offshore, Inc. — meaning it keeps 1. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EPM leads at 4. 9% versus -10. 5% for WTI. At the gross margin level — before operating expenses — EPM leads at 16. 9%, 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.
06Which pays a better dividend — WTI or EPM?
All stocks in this comparison pay dividends.
Evolution Petroleum Corporation (EPM) offers the highest yield at 10. 4%, versus 1. 1% for W&T Offshore, Inc. (WTI).
07Is WTI or EPM better for a retirement portfolio?
For long-horizon retirement investors, W&T Offshore, Inc.
(WTI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 01), 1. 1% yield). Both have compounded well over 10 years (WTI: +65. 4%, EPM: +66. 1%), 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.
08What are the main differences between WTI and EPM?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: WTI is a small-cap quality compounder stock; EPM is a small-cap income-oriented stock. 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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