Evolution Petroleum (EPM) Return on Invested Capital [ROIC] (2018 - 2026)
Evolution Petroleum (EPM) reported Return on Invested Capital [ROIC] of 3.16% for fiscal Q1 2027 (quarter ended Sep 30, 2026), up 1.25 percentage points from 1.91% a year earlier and up 0.81 percentage points from the prior quarter.
Evolution Petroleum (EPM) Return on Invested Capital [ROIC] (2018 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Evolution Petroleum posted Return on Invested Capital [ROIC] of 2.37%, down 0.48 percentage points from FY2025.
- Return on Invested Capital [ROIC] has declined for four consecutive fiscal years, though with a five-year change of +26.34 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Invested Capital [ROIC] came in at 2.85% in FY2025 (-2.66 pp), 5.52% in FY2024 (-31.60 pp), 37.12% in FY2023 (-9.21 pp) and 46.33% in FY2022 (+70.30 pp).
- The fiscal Q1 2027 figure ranks as the highest quarterly Return on Invested Capital [ROIC] since fiscal Q2 2025.
- Year over year, Return on Invested Capital [ROIC] gained in 1 of the last six quarters, with an average year-over-year change of -1.33 percentage points.
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at 2.35% (Q4 2026), 1.09% (Q3 2026) and 1.90% (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | ExxonMobil Holdings | 696.20 Bn | 661.07 Bn | 47.44 Bn | 13.86% |
| 2 | Shell | 563.81 Bn | 425.16 Bn | - | - |
| 3 | Chevron | 432.14 Bn | 404.83 Bn | 31.26 Bn | 12.13% |
| 4 | TotalEnergies SE | 200.31 Bn | 75.66 Bn | 31.61 Bn | - |
| 5 | Eni Spa | 181.16 Bn | 124.34 Bn | - | 9.03% |
| 6 | Conocophillips | 168.32 Bn | 137.35 Bn | 12.63 Bn | 25.32% |
| 7 | Equinor Asa | 107.41 Bn | 20.34 Bn | 4.49 Bn | 57.33% |
| 8 | Canadian Natural Resources | 103.54 Bn | 97.44 Bn | 9.35 Bn | - |
| 9 | Phillips 66 | 103.32 Bn | 88.28 Bn | 10.69 Bn | 25.31% |
| 10 | Evolution Petroleum | 136.17 Mn | 120.52 Mn | 10.21 Mn | 3.16% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 3.16% |
| Jun 30, 2026 | 2.35% |
| Mar 31, 2026 | 1.09% |
| Dec 31, 2025 | 1.90% |
| Sep 30, 2025 | 1.91% |
| Jun 30, 2025 | 2.98% |
| Mar 31, 2025 | 3.07% |
| Dec 31, 2024 | 3.84% |
| Sep 30, 2024 | 4.81% |
| Jun 30, 2024 | 4.75% |
| Sep 30, 2022 | 44.01% |
| Jun 30, 2022 | 39.71% |
| Mar 31, 2022 | 29.45% |
| Dec 31, 2021 | 24.43% |
| Sep 30, 2021 | -6.64% |
| Mar 31, 2019 | 19.49% |
| Dec 31, 2018 | 20.37% |
| Sep 30, 2018 | 25.03% |
| Jun 30, 2018 | 21.12% |
Evolution Petroleum Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=EPM&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "EPM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=EPM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();