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Carriage Services, Inc. (CSV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS1439051079
CUSIP143905107
SectorConsumer Cyclical
IndustryPersonal Services

Highlights

Market Cap$409.42M
EPS$2.14
PE Ratio12.64
PEG Ratio0.80
Revenue (TTM)$382.52M
Gross Profit (TTM)$132.54M
EBITDA (TTM)$103.89M
Year Range$17.98 - $35.13
Target Price$36.75
Short %2.16%
Short Ratio2.92

Share Price Chart


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Carriage Services, Inc.

Popular comparisons: CSV vs. VOO, CSV vs. UNH

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Carriage Services, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%NovemberDecember2024FebruaryMarchApril
-0.17%
16.40%
CSV (Carriage Services, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Carriage Services, Inc. had a return of -6.34% year-to-date (YTD) and -17.11% in the last 12 months. Over the past 10 years, Carriage Services, Inc. had an annualized return of 4.01%, while the S&P 500 had an annualized return of 10.43%, indicating that Carriage Services, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-6.34%5.29%
1 month-8.37%-2.47%
6 months-0.17%16.40%
1 year-17.11%20.88%
5 years (annualized)5.21%11.60%
10 years (annualized)4.01%10.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.20%0.90%8.94%
2023-8.34%-23.54%5.10%10.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CSV is 33, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of CSV is 3333
Carriage Services, Inc.(CSV)
The Sharpe Ratio Rank of CSV is 3232Sharpe Ratio Rank
The Sortino Ratio Rank of CSV is 2929Sortino Ratio Rank
The Omega Ratio Rank of CSV is 3131Omega Ratio Rank
The Calmar Ratio Rank of CSV is 3737Calmar Ratio Rank
The Martin Ratio Rank of CSV is 3535Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


CSV
Sharpe ratio
The chart of Sharpe ratio for CSV, currently valued at -0.40, compared to the broader market-2.00-1.000.001.002.003.00-0.40
Sortino ratio
The chart of Sortino ratio for CSV, currently valued at -0.36, compared to the broader market-4.00-2.000.002.004.00-0.36
Omega ratio
The chart of Omega ratio for CSV, currently valued at 0.96, compared to the broader market0.501.001.500.96
Calmar ratio
The chart of Calmar ratio for CSV, currently valued at -0.24, compared to the broader market0.001.002.003.004.005.00-0.24
Martin ratio
The chart of Martin ratio for CSV, currently valued at -0.76, compared to the broader market0.0010.0020.0030.00-0.76
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Carriage Services, Inc. Sharpe ratio is -0.40. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.40
1.79
CSV (Carriage Services, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Carriage Services, Inc. granted a 1.93% dividend yield in the last twelve months. The annual payout for that period amounted to $0.45 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.45$0.45$0.45$0.41$0.34$0.30$0.30$0.23$0.15$0.10$0.10$0.10

Dividend yield

1.93%1.80%1.63%0.64%1.08%1.17%1.94%0.88%0.52%0.41%0.48%0.51%

Monthly Dividends

The table displays the monthly dividend distributions for Carriage Services, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.11$0.00
2023$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2022$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2021$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.11$0.00
2020$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.10$0.00
2019$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2018$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2017$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.08$0.00
2016$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.05$0.00
2015$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00
2014$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00
2013$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.9%
Carriage Services, Inc. has a dividend yield of 1.93%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%20.6%
Carriage Services, Inc. has a payout ratio of 20.55%, which is quite average when compared to the overall market. This suggests that Carriage Services, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-63.40%
-4.42%
CSV (Carriage Services, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Carriage Services, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Carriage Services, Inc. was 95.91%, occurring on Dec 21, 2000. Recovery took 4010 trading sessions.

The current Carriage Services, Inc. drawdown is 63.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.91%Jan 12, 1999493Dec 21, 20004010Dec 5, 20164503
-68.52%Dec 30, 2021471Nov 13, 2023
-51.02%Dec 16, 201984Apr 16, 2020148Nov 13, 2020232
-48.75%Dec 28, 2016501Dec 24, 2018245Dec 13, 2019746
-35.92%Jan 17, 1997200Oct 30, 1997170Jul 7, 1998370

Volatility

Volatility Chart

The current Carriage Services, Inc. volatility is 8.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
8.96%
3.35%
CSV (Carriage Services, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Carriage Services, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items