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Side-by-side financial comparison of EVOLUTION PETROLEUM CORP (EPM) and NexPoint Real Estate Finance, Inc. (NREF). Click either name above to swap in a different company.
EVOLUTION PETROLEUM CORP is the larger business by last-quarter revenue ($20.7M vs $11.1M, roughly 1.9× NexPoint Real Estate Finance, Inc.). NexPoint Real Estate Finance, Inc. runs the higher net margin — 216.6% vs 5.2%, a 211.5% gap on every dollar of revenue. On growth, EVOLUTION PETROLEUM CORP posted the faster year-over-year revenue change (2.0% vs -48.8%).
NexPoint Real Estate Finance, Inc. is a US-based commercial real estate finance firm that offers structured financing solutions for multifamily, office, industrial, and hospitality properties. It focuses on originating, managing and servicing a diversified portfolio of mortgage loans and real estate-related investments to deliver stable risk-adjusted returns to stakeholders.
EPM vs NREF — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.7M | $11.1M |
| Net Profit | $1.1M | $24.0M |
| Gross Margin | 44.3% | — |
| Operating Margin | 3.2% | — |
| Net Margin | 5.2% | 216.6% |
| Revenue YoY | 2.0% | -48.8% |
| Net Profit YoY | 158.4% | 58.7% |
| EPS (diluted) | $0.03 | $0.47 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $20.7M | $11.1M | ||
| Q3 25 | $21.3M | $12.5M | ||
| Q2 25 | $21.1M | $12.1M | ||
| Q1 25 | $22.6M | $11.5M | ||
| Q4 24 | $20.3M | $21.7M | ||
| Q3 24 | $21.9M | $12.5M | ||
| Q2 24 | $21.2M | $6.7M | ||
| Q1 24 | $23.0M | $-12.8M |
| Q4 25 | $1.1M | $24.0M | ||
| Q3 25 | $824.0K | $50.9M | ||
| Q2 25 | $3.4M | $22.3M | ||
| Q1 25 | $-2.2M | $26.0M | ||
| Q4 24 | $-1.8M | $15.2M | ||
| Q3 24 | $2.1M | $23.3M | ||
| Q2 24 | $1.2M | $12.1M | ||
| Q1 24 | $289.0K | $-14.6M |
| Q4 25 | 44.3% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 46.1% | — | ||
| Q1 25 | 40.7% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 46.3% | — | ||
| Q1 24 | 45.2% | — |
| Q4 25 | 3.2% | — | ||
| Q3 25 | -0.4% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 7.0% | — | ||
| Q4 24 | -3.0% | — | ||
| Q3 24 | 8.5% | — | ||
| Q2 24 | 11.3% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 5.2% | 216.6% | ||
| Q3 25 | 3.9% | 407.0% | ||
| Q2 25 | 16.2% | 184.5% | ||
| Q1 25 | -9.7% | 225.6% | ||
| Q4 24 | -9.0% | 69.9% | ||
| Q3 24 | 9.4% | 186.4% | ||
| Q2 24 | 5.8% | 179.7% | ||
| Q1 24 | 1.3% | 114.3% |
| Q4 25 | $0.03 | $0.47 | ||
| Q3 25 | $0.02 | $1.14 | ||
| Q2 25 | $0.10 | $0.54 | ||
| Q1 25 | $-0.07 | $0.70 | ||
| Q4 24 | $-0.06 | $0.71 | ||
| Q3 24 | $0.06 | $0.74 | ||
| Q2 24 | $0.04 | $0.40 | ||
| Q1 24 | $0.01 | $-0.83 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.8M | $31.1M |
| Total DebtLower is stronger | — | $771.2M |
| Stockholders' EquityBook value | $67.5M | $388.0M |
| Total Assets | $169.3M | $5.3B |
| Debt / EquityLower = less leverage | — | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.8M | $31.1M | ||
| Q3 25 | $714.0K | $17.9M | ||
| Q2 25 | $2.5M | $9.1M | ||
| Q1 25 | $5.6M | $19.2M | ||
| Q4 24 | $11.7M | $3.9M | ||
| Q3 24 | $6.9M | $34.7M | ||
| Q2 24 | $6.4M | $4.3M | ||
| Q1 24 | $3.1M | $13.5M |
| Q4 25 | — | $771.2M | ||
| Q3 25 | — | $720.9M | ||
| Q2 25 | — | $815.6M | ||
| Q1 25 | — | $831.5M | ||
| Q4 24 | — | $799.3M | ||
| Q3 24 | — | $815.5M | ||
| Q2 24 | — | $861.0M | ||
| Q1 24 | — | $843.3M |
| Q4 25 | $67.5M | $388.0M | ||
| Q3 25 | $69.1M | $375.4M | ||
| Q2 25 | $71.8M | $348.2M | ||
| Q1 25 | $71.7M | $343.7M | ||
| Q4 24 | $76.3M | $336.5M | ||
| Q3 24 | $79.6M | $335.8M | ||
| Q2 24 | $81.1M | $327.5M | ||
| Q1 24 | $83.5M | $327.1M |
| Q4 25 | $169.3M | $5.3B | ||
| Q3 25 | $169.1M | $5.3B | ||
| Q2 25 | $160.3M | $5.4B | ||
| Q1 25 | $156.4M | $5.4B | ||
| Q4 24 | $160.2M | $5.4B | ||
| Q3 24 | $157.9M | $5.7B | ||
| Q2 24 | $162.9M | $6.6B | ||
| Q1 24 | $166.5M | $7.1B |
| Q4 25 | — | 1.99× | ||
| Q3 25 | — | 1.92× | ||
| Q2 25 | — | 2.34× | ||
| Q1 25 | — | 2.42× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 2.43× | ||
| Q2 24 | — | 2.63× | ||
| Q1 24 | — | 2.58× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $5.4M | $-4.5M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 5.09× | -0.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.4M | $-4.5M | ||
| Q3 25 | $7.8M | $8.1M | ||
| Q2 25 | $10.5M | $3.3M | ||
| Q1 25 | $7.3M | $16.0M | ||
| Q4 24 | $7.7M | $4.4M | ||
| Q3 24 | $7.6M | $14.7M | ||
| Q2 24 | $8.0M | $-7.5M | ||
| Q1 24 | $3.4M | $17.7M |
| Q4 25 | 5.09× | -0.19× | ||
| Q3 25 | 9.47× | 0.16× | ||
| Q2 25 | 3.06× | 0.15× | ||
| Q1 25 | — | 0.62× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | 3.69× | 0.63× | ||
| Q2 24 | 6.47× | -0.62× | ||
| Q1 24 | 11.64× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPM
| Crude Oil | $10.7M | 52% |
| Natural Gas Reserves | $7.4M | 36% |
| Natural Gas Liquids Reserves | $2.5M | 12% |
NREF
Segment breakdown not available.
