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

Company Info

ISIN

US1439051079

CUSIP

143905107

IPO Date

Aug 8, 1996

Highlights

Market Cap

$632.66M

EPS (TTM)

$2.99

PE Ratio

13.31

PEG Ratio

0.84

Total Revenue (TTM)

$311.31M

Gross Profit (TTM)

$146.10M

EBITDA (TTM)

$112.26M

Year Range

$25.53 - $42.63

Target Price

$52.00

Short %

2.39%

Short Ratio

2.49

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Carriage Services, Inc. (CSV) returned 4.69% year-to-date (YTD) and 59.64% over the past 12 months. Over the past 10 years, CSV returned 6.74% annually, underperforming the S&P 500 benchmark at 10.45%.


CSV

YTD

4.69%

1M

12.30%

6M

5.92%

1Y

59.64%

5Y*

22.94%

10Y*

6.74%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of CSV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.76%-1.78%-3.39%3.12%4.12%4.69%
2024-1.20%0.90%8.94%-5.40%5.58%-0.19%19.45%3.78%-0.97%13.89%8.78%-1.73%61.83%
202317.72%4.99%-10.02%-5.93%-8.50%24.12%-0.31%-4.45%-8.34%-23.54%5.10%10.71%-7.71%
2022-21.91%-1.98%8.37%-19.58%-5.62%-1.78%-8.50%-2.08%-9.18%-24.10%3.53%9.50%-56.70%
20215.75%-0.20%6.77%5.65%3.44%-3.62%0.57%24.68%-3.55%15.38%0.80%24.55%107.92%
2020-7.54%-10.37%-23.64%-7.00%25.25%-3.20%22.02%0.52%0.77%15.69%5.80%15.10%24.25%
201925.48%8.44%-8.38%-8.83%4.22%4.34%0.58%11.62%-3.90%26.03%-6.36%6.44%67.51%
20183.58%2.51%1.62%-5.89%-3.10%-2.39%1.79%-8.59%-5.36%-11.55%-10.20%-9.04%-38.90%
2017-9.39%-0.51%5.24%0.85%-3.70%2.55%-9.53%0.62%4.53%1.17%-0.78%0.35%-9.44%
2016-7.93%-7.01%4.85%13.05%-3.54%0.59%2.66%-3.37%0.90%-0.04%15.04%5.53%19.61%
20154.06%5.58%3.83%-0.96%5.35%-4.02%0.63%-4.39%-5.93%-0.37%14.91%-2.39%15.53%
20149.58%-4.42%-10.72%-11.79%14.35%-6.75%-5.84%15.72%-7.03%15.18%-3.63%9.06%7.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, CSV is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CSV is 9494
Overall Rank
The Sharpe Ratio Rank of CSV is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of CSV is 9696
Sortino Ratio Rank
The Omega Ratio Rank of CSV is 9494
Omega Ratio Rank
The Calmar Ratio Rank of CSV is 8585
Calmar Ratio Rank
The Martin Ratio Rank of CSV is 9797
Martin 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Carriage Services, Inc. Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 2.12
  • 5-Year: 0.57
  • 10-Year: 0.18
  • All Time: 0.08

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Carriage Services, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Carriage Services, Inc. provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.45 per share. The company has been increasing its dividends for 13 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.45$0.45$0.45$0.45$0.41$0.34$0.30$0.30$0.23$0.15$0.10$0.10

Dividend yield

1.08%1.13%1.80%1.63%0.64%1.08%1.17%1.94%0.88%0.52%0.41%0.48%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.11$0.00$0.00$0.11$0.23
2024$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.45
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$0.45
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$0.45
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$0.41
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$0.34
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$0.30
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$0.30
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$0.23
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$0.15
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$0.10
2014$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.10

Dividend Yield & Payout


Dividend Yield

Carriage Services, Inc. has a dividend yield of 1.08%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Carriage Services, Inc. has a payout ratio of 15.79%, which is below the market average. This means Carriage Services, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 4012 trading sessions.

The current Carriage Services, Inc. drawdown is 33.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.91%Jan 12, 1999493Dec 21, 20004012Dec 5, 20164505
-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 chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Carriage Services, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 14.3% positive surprise.


0.300.400.500.600.700.800.901.0020212022202320242025
0.96
0.84
Actual
Estimate

Valuation

The Valuation section provides an overview of how Carriage Services, Inc. is priced in the market compared to other companies in the Personal Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for CSV, comparing it with other companies in the Personal Services industry. Currently, CSV has a P/E ratio of 13.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CSV compared to other companies in the Personal Services industry. CSV currently has a PEG ratio of 0.8. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CSV relative to other companies in the Personal Services industry. Currently, CSV has a P/S ratio of 1.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for CSV in comparison with other companies in the Personal Services industry. Currently, CSV has a P/B value of 2.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items