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Epsilon Energy Ltd. (EPSN) Stock Fundamental Analysis & AI Rating 2026

EPSN Nasdaq Crude Petroleum & Natural Gas A0 CIK: 0001726126
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-09-30
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
74% Conf

📊 EPSN Key Takeaways

Revenue: $36.8M
Net Margin: 2.9%
Free Cash Flow: $20.9M
Current Ratio: 1.93x
Debt/Equity: 0.00x
EPS: $0.30
AI Rating: HOLD with 65% confidence
Epsilon Energy Ltd. (EPSN) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $36.8M, net profit margin of 2.9%, and return on equity (ROE) of 1.1%, Epsilon Energy Ltd. demonstrates mixed fundamentals in the Energy sector. Below is our complete EPSN stock analysis for 2026.

Is Epsilon Energy Ltd. (EPSN) a Good Investment?

Claude

Epsilon Energy demonstrates solid operational cash generation with a 56.8% FCF margin and strong interest coverage, indicating robust operational efficiency and minimal financial distress risk. However, profitability metrics are concerning with a 2.9% net margin, near-flat net income growth, and significantly declining EPS (-71% YoY), suggesting the company is not effectively converting revenue growth into shareholder returns. The balanced sheet is healthy with no debt, but the weak ROE (1.1%) and ROA (0.8%) indicate poor capital efficiency and raise questions about the sustainability of current operations.

ChatGPT

Epsilon Energy shows solid core financial health, with a debt-free balance sheet, strong liquidity, and operating cash flow that materially exceeds reported net income. However, growth is modest, net margin is thin, and returns on equity and assets remain weak, which limits the strength of the fundamental case despite healthy cash generation.

Why Buy Epsilon Energy Ltd. Stock? EPSN Key Strengths

Claude
  • + Exceptional free cash flow margin of 56.8% demonstrates strong operational cash generation relative to revenue
  • + Zero debt and Debt/Equity ratio of 0.0x provides substantial financial flexibility and eliminates default risk
  • + Outstanding interest coverage of 491.0x confirms minimal financial stress and strong debt servicing capability
  • + Healthy liquidity position with current ratio of 1.93x and cash of $12.8M ensures short-term solvency
ChatGPT
  • + Debt-free balance sheet with strong liquidity and minimal financial risk
  • + High operating cash flow and free cash flow generation relative to revenue
  • + Healthy operating margin indicates the core business remains profitable at the operating level

EPSN Stock Risks: Epsilon Energy Ltd. Investment Risks

Claude
  • ! Severe EPS decline of 71% YoY despite flat net income growth suggests significant equity dilution or share issuance
  • ! Weak profitability metrics with 2.9% net margin and minimal revenue growth of 2.6% YoY indicate limited earnings power
  • ! Extremely low return metrics (ROE 1.1%, ROA 0.8%) suggest poor capital allocation and marginal value creation for shareholders
  • ! Commodity price exposure in crude petroleum and natural gas sector creates earnings volatility and limited control over pricing
  • ! Heavy insider trading activity (16 Form 4 filings in 90 days) may indicate uncertainty or strategic shifts
ChatGPT
  • ! Net margin is low, leaving limited cushion against commodity or cost volatility
  • ! ROE and ROA are weak, suggesting inefficient capital utilization
  • ! Revenue growth is modest, raising questions about the durability and scalability of earnings growth

Key Metrics to Watch

Claude
  • * Net profit margin trend and ability to expand profitability relative to revenue growth
  • * Return on equity and return on assets to assess capital efficiency improvements
  • * Diluted shares outstanding changes to understand EPS accretion/dilution drivers independent of earnings
  • * Operating cash flow sustainability and capital allocation decisions
  • * Commodity price exposure and production volume trends in underlying crude and natural gas operations
ChatGPT
  • * Net margin and diluted EPS recovery
  • * Operating cash flow consistency relative to revenue and net income

Epsilon Energy Ltd. (EPSN) Financial Metrics & Key Ratios

Revenue
$36.8M
Net Income
$1.1M
EPS (Diluted)
$0.30
Free Cash Flow
$20.9M
Total Assets
$126.3M
Cash Position
$12.8M

💡 AI Analyst Insight

The 56.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

EPSN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 23.4%
Net Margin 2.9%
ROE 1.1%
ROA 0.8%
FCF Margin 56.8%

EPSN vs Energy Sector: How Epsilon Energy Ltd. Compares

How Epsilon Energy Ltd. compares to Energy sector averages

Net Margin
EPSN 2.9%
vs
Sector Avg 12.0%
EPSN Sector
ROE
EPSN 1.1%
vs
Sector Avg 14.0%
EPSN Sector
Current Ratio
EPSN 1.9x
vs
Sector Avg 1.3x
EPSN Sector
Debt/Equity
EPSN 0.0x
vs
Sector Avg 0.6x
EPSN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Epsilon Energy Ltd. Stock Overvalued? EPSN Valuation Analysis 2026

Based on fundamental analysis, Epsilon Energy Ltd. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
1.1%
Sector avg: 14%
Net Profit Margin
2.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Epsilon Energy Ltd. Balance Sheet: EPSN Debt, Cash & Liquidity

Current Ratio
1.93x
Quick Ratio
1.93x
Debt/Equity
0.00x
Debt/Assets
20.6%
Interest Coverage
491.04x
Long-term Debt
N/A

EPSN Revenue & Earnings Growth: 5-Year Financial Trend

EPSN 5-year financial data: Year 2021: Revenue $42.4M, Net Income $875.2K, EPS $0.03. Year 2022: Revenue $70.0M, Net Income $11.6M, EPS $0.49. Year 2023: Revenue $70.0M, Net Income $35.4M, EPS $1.51. Year 2024: Revenue $31.5M, Net Income $6.9M, EPS $0.31. Year 2025: Revenue $51.6M, Net Income $1.9M, EPS $0.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Epsilon Energy Ltd.'s revenue has grown significantly by 22% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.09 reflects profitable operations.

EPSN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
56.8%
Free cash flow / Revenue

EPSN Quarterly Earnings & Performance

Quarterly financial performance data for Epsilon Energy Ltd. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $7.3M $366.0K $0.02
Q2 2025 $7.3M $815.7K $0.04
Q1 2025 $8.0M $1.5M $0.07
Q3 2024 $6.3M $366.0K $0.02
Q2 2024 $6.5M $430.6K $0.02
Q1 2024 $8.0M $1.5M $0.07
Q3 2023 $6.3M $388.8K $0.02
Q2 2023 $6.5M $430.6K $0.02

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Epsilon Energy Ltd. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$20.9M
Cash generated from operations
Dividends
None
No dividend program

EPSN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Epsilon Energy Ltd. (CIK: 0001726126)

📋 Recent SEC Filings

Date Form Document Action
Apr 17, 2026 DEF 14A epsn-20260520xdef14a.htm View →
Apr 6, 2026 4 xslF345X06/tm2611240-2_4seq1.xml View →
Apr 6, 2026 4 xslF345X06/tm2611240-1_4seq1.xml View →
Mar 31, 2026 4 xslF345X06/tm2610781-2_4seq1.xml View →
Mar 31, 2026 4 xslF345X06/tm2610781-1_4seq1.xml View →

Frequently Asked Questions about EPSN

What is the AI rating for EPSN?

Epsilon Energy Ltd. (EPSN) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EPSN's key strengths?

Claude: Exceptional free cash flow margin of 56.8% demonstrates strong operational cash generation relative to revenue. Zero debt and Debt/Equity ratio of 0.0x provides substantial financial flexibility and eliminates default risk. ChatGPT: Debt-free balance sheet with strong liquidity and minimal financial risk. High operating cash flow and free cash flow generation relative to revenue.

What are the risks of investing in EPSN?

Claude: Severe EPS decline of 71% YoY despite flat net income growth suggests significant equity dilution or share issuance. Weak profitability metrics with 2.9% net margin and minimal revenue growth of 2.6% YoY indicate limited earnings power. ChatGPT: Net margin is low, leaving limited cushion against commodity or cost volatility. ROE and ROA are weak, suggesting inefficient capital utilization.

What is EPSN's revenue and growth?

Epsilon Energy Ltd. reported revenue of $36.8M.

Does EPSN pay dividends?

Epsilon Energy Ltd. does not currently pay dividends.

Where can I find EPSN SEC filings?

Official SEC filings for Epsilon Energy Ltd. (CIK: 0001726126) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EPSN's EPS?

Epsilon Energy Ltd. has a diluted EPS of $0.30.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EPSN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Epsilon Energy Ltd. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EPSN stock overvalued or undervalued?

Valuation metrics for EPSN: ROE of 1.1% (sector avg: 14%), net margin of 2.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy EPSN stock in 2026?

Our dual AI analysis gives Epsilon Energy Ltd. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is EPSN's free cash flow?

Epsilon Energy Ltd.'s operating cash flow is $20.9M, with capital expenditures of N/A. FCF margin is 56.8%.

How does EPSN compare to other Energy stocks?

Vs Energy sector averages: Net margin 2.9% (avg: 12%), ROE 1.1% (avg: 14%), current ratio 1.93 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-09-30 | Powered by Claude AI