Evolution Petroleum

Acquisitions And Production Growth In SCOOP/STACK Will Strengthen Future Cash Flow

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

20 Aug 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-25.1%

7D

7.1%

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1Y

-25.1%

7D

7.1%

You can edit this narrative until Aug 20 11:10 AM. Then, changes will post as Updates.

Author's Valuation

US$5.117.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 20 Aug 25

Fair value Decreased 17%

Despite a sharp improvement in net profit margin and a substantial reduction in future P/E, the consensus analyst price target for Evolution Petroleum has been notably reduced from $6.15 to $5.10. What's in the News Acquired approximately 5,500 net royalty acres in the SCOOP/STACK area of Oklahoma for $17 million, adding ownership in 420 producing wells and over 650 drill locations, with the transaction expected to be immediately accretive to cash flow per share and supportive of the dividend strategy.

Shared on 01 May 25

Fair value Decreased 14%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$5.1

17.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

0.27%

Oil and Gas revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$12.79m

Earnings '28

x

17.61x

PE Ratio '28

=

US$225.27m

Market Cap '28

US$225.27m

Market Cap '28

/

36.05m

No. shares '28

=

US$6.25

Share Price '28

US$6.25 Share Price '28

Discounted to 2025 @ 7.06% p.a.

=

US$5.09

Fair Value '25