Epsilon Energy Ltd. (EPSN) vs San Juan Basin Royalty Trust (SJT)

Epsilon Energy Ltd. and San Juan Basin Royalty Trust are both Oil & Gas E&P companies. Epsilon Energy Ltd. is the larger, with a market value of $182.6M against $158.5M — 1.2× the size. Epsilon Energy Ltd. grew revenue faster over the last twelve months: 53.7% against −97.4%. Epsilon Energy Ltd. has the higher net margin (−5.18% vs −71,072.7%) and the higher return on invested capital (0.26% vs −18.3%). Both pay a dividend; San Juan Basin Royalty Trust yields more (22.9% vs 5.10%). Across the 19 metrics below, Epsilon Energy Ltd. leads on 12 and San Juan Basin Royalty Trust on 7.

Valuation

Metric EPSN SJT Oil & Gas E&P median
P/E n/m n/m 10.57
P/S 2.66 144,911.62 1.80
P/B 1.39 91.98 1.27
Price to free cash flow n/m n/m 9.99
EV/EBITDA 17.30 n/m 5.08
EV/Sales 3.10 145,766.62 2.39
Earnings yield (3.36%) (0.49%) 6.06%
Free cash flow yield (17.15%) 0.00% 6.17%

Profitability

Metric EPSN SJT Oil & Gas E&P median
Gross margin 96.60% 100.00% 80.41%
Operating margin 0.99% (71,072.73%) 21.39%
Net margin (5.18%) (71,072.73%) 14.17%
Free cash flow margin (45.69%) 0.00% 9.71%
Return on equity (3.05%) (36.81%) 10.05%
Return on assets (1.95%) (29.00%) 5.81%
Return on invested capital 0.26% (18.28%) 6.32%

Growth

Metric EPSN SJT Oil & Gas E&P median
Revenue growth (TTM) 53.71% (97.42%) 9.94%
EPS growth (last fiscal year) (333.33%) (109.09%) —
Revenue growth, 5-year CAGR 16.13% (73.35%) 18.67%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric EPSN SJT Oil & Gas E&P median
Debt to equity 0.31 0.55 0.28
Current ratio 0.96 0.00 0.96
Net debt to EBITDA 24.47 (0.94) 0.91

Dividend

Metric EPSN SJT Oil & Gas E&P median
Dividend yield 5.10% 22.89% 4.93%
Payout ratio 0.25 1.00 0.07

Size

Metric EPSN SJT Oil & Gas E&P median
Market cap 182.61m 158.47m 923.59m

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