EPM Evolution Petroleum Corporation
XASE 3.58 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
EPM
$3.58
—
Key stats
$3.58
- 52-Week Range
- $3.19 – $5.03
- YTD
- -1.51%
- Straddle Price
- $1.60
- P/C Vol Ratio
- 1.50
- Market Cap
- $0.1B
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.29% |
| Beta vs SPY | 0.64 |
| Cost of Equity (CAPM) | 8.48% (VRP-adj) |
| WACC | 7.39% |
| Volatility Risk Premium | +130.6pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +13.7% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -4.0% |
| Book / Price | 49.3% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 41.7% |
| FCF Margin (TTM) | -7.8% |
| Debt / Equity | 0.94 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $3.64 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $3.64 |
| Bollinger Width / SMA20 | 311.1% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $0B |
Peers used for multiples: AROC, CNX, CRC, MGY, NAVI, NOG, SM, XOM
Blended Fair Value
$8.15
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $14.50 | 43% | |
| Peer P/E | n/a | 0% | median 15.4× · 5 peers |
| Peer EV/EBITDA | $3.40 | 16% | median 5.8× · 7 peers |
| Peer P/B | $2.30 | 21% | median 1.3× · 8 peers |
| Peer P/S | $4.64 | 21% | median 1.7× · 8 peers |
| Market Anchor (SMA50) | $3.64 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-10-05 · updated
About
- Industry (SIC)
- CRUDE PETROLEUM & NATURAL GAS (1311)
- Exchange
- XASE
- Market Cap
- $0.1B
Evolution Petroleum Corp is an independent energy company focused on owning and investing in onshore oil and natural gas properties across the United States. Its portfolio includes non-operated interests in various production fields such as CO2 enhanced oil recovery in Louisiana, secondary recovery production in Wyoming, and shale gas reservoirs in Texas and North Dakota. The company generates revenue from the production and sale of oil and natural gas, leveraging specialized technologies to extend reservoir life and enhance recoveries.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.53% | 6 |
| Feb | +9.70% | 6 |
| Mar | +3.51% | 6 |
| Apr | -4.11% | 6 |
| May | +6.70% | 6 |
| Jun | -0.99% | 6 |
| Jul | +4.74% | 6 |
| Aug | -2.48% | 6 |
| Sep | +0.86% | 6 |
| Oct | +0.03% | 6 |
| Nov | -4.87% | 5 |
| Dec | -5.67% | 5 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $3.64
SMA 50: $3.63
SMA 200: $4.03
Current: $3.58
EMA 12: $3.58
EMA 26: $3.62
MACD: -0.0340 | Signal: -0.0063
BEARISH
ADX (14): 8.82
RANGE
+DI: 17.58
−DI: 21.67
Momentum Oscillators
RSI (14): 47.48
NEUTRAL
Stoch %K: 33.98
Stoch %D: 30.53
Williams %R: -66.02
Volume & Volatility
BB Upper: $3.84
BB Lower: $3.43
NEUTRAL
OBV: -3,932,618
Vol SMA 20: 534,322
Vol ROC: -72.12%
ATR: $0.14
True Range: $0.12
HV 20: 44.0%
HV 30: 39.6%
HV 60: 47.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-04T00:00:00 – 2026-10-02T00:00:00
AI Analysis
LLM Stock Analysis Report: Evolution Petroleum (EPM)
Executive Summary
Overall Assessment: NEUTRAL with a confidence level of 6 out of 10.
Key Drivers:
- Technical signals indicate a neutral trend, with the MACD indicating bullish momentum.
- The RSI is in a neutral range, suggesting no strong buying or selling pressure.
- Volume analysis shows a moderate increase in trading activity, but no clear signs of institutional interest.
Primary Risks:
- Negative beta indicates that EPM tends to move opposite to the market, which may lead to increased volatility and risk.
- High implied volatility (IV) suggests that options traders are pricing in a significant amount of uncertainty, which could lead to larger price swings.
Investment Thesis: EPM is a mid-cap energy company with a diverse portfolio of oil and natural gas assets. The stock has experienced a moderate decline over the past few months, driven by concerns about the global energy market. Our analysis suggests that EPM's technical signals are neutral, indicating no strong buying or selling pressure. However, the negative beta and high IV suggest that the company is more sensitive to market fluctuations than other stocks in its sector.
Recent News Sentiment Impact: The recent news headlines have had a mixed impact on EPM's stock price. The positive sentiment from the dividend declaration and asset acquisition announcements has been somewhat offset by the negative sentiment from the Q4 performance estimates. Overall, we believe that the neutral technical signals will continue to dominate the stock's movement in the short term.
Technical Analysis
Trend Direction:
- Short-term: Neutral (1-4 weeks)
- Medium-term: Uptrend (1-3 months)
- Long-term: Range-bound (3-12 months)
Support/Resistance Levels: The key price levels from moving averages are:
- SMA 20: $3.65
- EMA 12: $3.71
Momentum Signals:
- RSI interpretation: Neutral (59.27, not oversold or overbought)
- MACD signal: Bullish momentum (0.02 / Signal: 0.02 / Histogram: 0.00)
- Bollinger Bands position: Neutral (price is touching the middle band)
Volume Analysis: The volume trends and institutional interest signals are:
- Volume SMA 20: 593513.35
- On-Balance Volume (OBV): -3160403.62 (showing a decline in buying pressure)
- Volume Rate of Change: 294.49% (indicating an increase in trading activity)
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been mixed, with positive sentiment from the dividend declaration and asset acquisition announcements being offset by negative sentiment from the Q4 performance estimates.
Sentiment Assessment: The aggregate news sentiment is NEUTRAL, reflecting the mixed tone of the recent headlines.
Catalyst Identification: Upcoming events that could impact EPM's stock price include:
- Fiscal Year End 2025 earnings release and conference call
- Asset acquisition announcements
Market Narrative: The market narrative suggests that EPM is a mid-cap energy company with a diverse portfolio of oil and natural gas assets. The company has experienced a moderate decline over the past few months, driven by concerns about the global energy market.
Risk & Volatility Assessment
Risk Assessment:
- Beta: -0.33 (negative beta indicates that EPM tends to move opposite to the market)
- Alpha: -0.21
- Correlation: -0.10
Volatility Regime: The current volatility regime is HIGH, reflecting the high implied volatility (IV) and options trading activity.
Options Market Signals:
- IV Rank: 50.1% (Medium)
- Current IV: 145.1%
- Expected Move: $1.30 (28 DTE), 7-DTE: $1.83
- Volume Flow: 4 calls vs 7 puts
- Open Interest: 2,865 calls vs 357 puts
- Put/Call Volume Ratio: 1.75 (Bearish sentiment)
Downside Protection: The support levels to monitor are:
- SMA 20: $3.65
- EMA 12: $3.71
Market Context & Positioning
Sector Performance: EPM's sector, energy, has experienced a moderate decline over the past few months.
Institutional Activity: There is no clear institutional interest signal, but the volume trends suggest some increased trading activity in recent weeks.
Correlation Analysis: The stock moves relatively independently of the market (R-squared interpretation: -0.10).
Relative Valuation: EPM's relative valuation suggests that it is positioned within a trading range.
Key Levels & Action Items
Critical Price Levels:
- Support/Resistance to monitor are SMA 20 ($3.65) and EMA 12 ($3.71)
Breakout/Breakdown Levels: The technical levels that could trigger significant moves are:
- Upper band: $3.87
- Lower band: $3.44
Time-Sensitive Catalysts: Upcoming events that could impact EPM's stock price include:
- Fiscal Year End 2025 earnings release and conference call
- Asset acquisition announcements
Risk Management: The stop-loss levels to consider are:
- Below SMA 20: $3.55
- Above EMA 12: $3.85
Generated
News
Revenue jumped 20% sequentially as oil prices surged 49% year over year.
Earnings History
8 of 8 under expected move
Avg Expected Move
19.90%
Avg Actual Move
3.63%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-11-12 | After-Close | 10.85% | 5.61% | 0.52x | Within |
| 2025-02-11 | After-Close | 9.05% | 0.38% | 0.04x | Within |
| 2025-05-13 | After-Close | 14.14% | 2.26% | 0.16x | Within |
| 2025-09-16 | After-Close | 12.39% | 0.37% | 0.03x | Within |
| 2025-11-12 | Pre-Market | 11.44% | 4.36% | 0.38x | Within |
| 2026-02-10 | Pre-Market | 40.19% | 2.31% | 0.06x | Within |
| 2026-05-12 | After-Close | 17.75% | 12.11% | 0.68x | Within |
| 2026-09-15 | After-Close | 43.36% | 1.63% | 0.04x | Within |
EPM Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- -0.36
- Correlation (SPY)
- -11.0%
- R²
- 0.01
- Ann. Volatility
- 42.8%
- SPY Volatility
- 13.0%
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
EPM Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 34,251,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
2 filers$215.65K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $156.40K | 72.53% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $59.25K | 27.47% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|
EPM Insider Trading (Form 4)
Latest: 2026-09-21Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | John Mark Bunch | COO | Award (A) | +91,120 | — | EDGAR | |
| 2026-09-21 | Kelly William Loyd | PRESIDENT & CEO | Award (A) | +168,049 | — | EDGAR | |
| 2026-09-21 | Kelly Beatty | CHIEF ACCOUNTING OFFICER | Award (A) | +34,357 | — | EDGAR | |
| 2026-09-21 | Ryan Stash | SVP & CFO | Award (A) | +97,561 | — | EDGAR | |
| 2026-09-03 | Ryan Stash | SVP & CFO | Tax (F) | −6,163 | $3.69 | -$22.7K | EDGAR |
| 2026-09-03 | Kelly Beatty | CHIEF ACCOUNTING OFFICER | Tax (F) | −2,897 | $3.69 | -$10.7K | EDGAR |
| 2026-09-03 | Kelly William Loyd | PRESIDENT & CEO | Tax (F) | −12,300 | $3.69 | -$45.4K | EDGAR |
| 2026-09-03 | John Mark Bunch | COO | Tax (F) | −6,757 | $3.69 | -$24.9K | EDGAR |
| 2026-07-02 | Ryan Stash | SVP & CFO | Disp (D) | −27,321 | — | EDGAR | |
| 2026-07-02 | John Mark Bunch | COO | Disp (D) | −28,518 | — | EDGAR | |
| 2026-07-02 | Kelly Beatty | CHIEF ACCOUNTING OFFICER | Disp (D) | −5,891 | — | EDGAR | |
| 2026-07-02 | Kelly William Loyd | PRESIDENT & CEO | Disp (D) | −52,595 | — | EDGAR | |
| 2026-02-24 | John Mark Bunch | COO | Tax (F) | −8,910 | $4.43 | -$39.5K | EDGAR |
| 2025-12-08 | Robert S Herlin | Director | Award (A) | +24,214 | — | EDGAR | |
| 2025-12-08 | William Dozier | Director | Award (A) | +24,214 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
EPM Insider Holdings
9 insiders · @ $3.58
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Robert S Herlin | Director | 1,836,715 | $6.57M | -$15.08M | 53 | 2025-12-08 |
| 2 | Kelly William Loyd | PRESIDENT & CEO | 585,277 | $2.09M | $0 | 26 | 2026-09-21 |
| 3 | Ryan Stash | SVP & CFO | 370,974 | $1.33M | -$27.0K | 22 | 2026-09-21 |
| 4 | Edward John DiPaolo | Director | 338,837 | $1.21M | -$610.0K | 21 | 2025-12-08 |
| 5 | John Mark Bunch | COO | 270,411 | $966.7K | $0 | 13 | 2026-09-21 |
| 6 | William Dozier | Director | 264,224 | $944.6K | -$1.71M | 24 | 2025-12-08 |
| 7 | Marjorie Anne Hargrave | Director | 117,992 | $421.8K | $0 | 6 | 2025-12-08 |
| 8 | Kelly Beatty | CHIEF ACCOUNTING OFFICER | 103,199 | $368.9K | $0 | 15 | 2026-09-21 |
| 9 | Myra C Bierria | Director | 86,122 | $307.9K | $0 | 4 | 2025-12-08 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/B Ratio | 2.4 |
| P/S Ratio | 1.7 |
| EV/EBITDA | 7.4 |
| TTM Revenue | $0.1B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.08 |
| ROE | -4.0% |
| Dividend Yield | 11.81% |
| Debt/Equity | 0.94 |