CSV vs. ALG
CSV (Carriage Services, Inc.) and ALG (Alamo Group Inc.) are both stocks. CSV operates in Personal Services (Consumer Cyclical), while ALG operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, CSV returned 6.74%/yr vs 10.88%/yr for ALG. At a 0.21 correlation, their price movements are largely independent.
Performance
CSV vs. ALG - Performance Comparison
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Returns By Period
In the year-to-date period, CSV achieves a -9.11% return, which is significantly lower than ALG's -3.71% return. Over the past 10 years, CSV has underperformed ALG with an annualized return of 6.74%, while ALG has yielded a comparatively higher 10.88% annualized return.
CSV
- 1D
- 0.26%
- 1M
- -12.51%
- YTD
- -9.11%
- 6M
- -10.44%
- 1Y
- -11.72%
- 3Y*
- 13.63%
- 5Y*
- 2.29%
- 10Y*
- 6.74%
ALG
- 1D
- -0.19%
- 1M
- 7.35%
- YTD
- -3.71%
- 6M
- -6.20%
- 1Y
- -24.42%
- 3Y*
- -3.32%
- 5Y*
- 1.90%
- 10Y*
- 10.88%
CSV vs. ALG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | -9.11% | 7.27% | 61.83% | -7.71% | -56.70% | 107.92% | 24.25% | 67.51% | -38.90% | -9.44% |
ALG Alamo Group Inc. | -3.71% | -9.12% | -11.07% | 49.19% | -3.27% | 7.09% | 10.41% | 63.18% | -31.19% | 49.01% |
Correlation
The correlation between CSV and ALG is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 1996 | 0.21 |
The correlation between CSV and ALG shifts across timeframes, from 0.21 (all time) to 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CSV:
$603.70M
ALG:
$1.95B
CSV:
$2.81
ALG:
$8.37
CSV:
13.62
ALG:
19.24
CSV:
0.72
ALG:
2.29
CSV:
1.44
ALG:
1.19
CSV:
2.26
ALG:
1.66
CSV:
$416.49M
ALG:
$1.63B
CSV:
$147.10M
ALG:
$399.78M
CSV:
$108.36M
ALG:
$232.00M
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Return for Risk
CSV vs. ALG — Risk / Return Rank
CSV
ALG
CSV vs. ALG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and Alamo Group Inc. (ALG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSV | ALG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.88 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | -0.68 | +0.25 |
| Martin ratioReturn relative to average drawdown | -1.09 | -1.11 | +0.02 |
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Drawdowns
CSV vs. ALG - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.90%, which is greater than ALG's maximum drawdown of -69.23%. Use the drawdown chart below to compare losses from any high point for CSV and ALG.
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Drawdown Indicators
| CSV | ALG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.90% | -69.23% | -26.67% |
Max Drawdown (1Y)Largest decline over 1 year | -27.58% | -36.30% | +8.72% |
Max Drawdown (3Y)Largest decline over 3 years | -40.56% | -36.30% | -4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -68.52% | -36.30% | -32.22% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | -42.47% | -26.05% |
Current DrawdownCurrent decline from peak | -38.34% | -30.34% | -8.00% |
Average DrawdownAverage peak-to-trough decline | -51.39% | -19.65% | -31.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.78% | 22.01% | -11.23% |
Volatility
CSV vs. ALG - Volatility Comparison
Carriage Services, Inc. (CSV) has a higher volatility of 9.96% compared to Alamo Group Inc. (ALG) at 6.75%. This indicates that CSV's price experiences larger fluctuations and is considered to be riskier than ALG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSV | ALG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 6.75% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 19.31% | 27.18% | -7.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 31.66% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.80% | 29.48% | +7.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.94% | 31.23% | +5.71% |
Dividends
CSV vs. ALG - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.18%, more than ALG's 0.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALG Alamo Group Inc. | 0.79% | 0.71% | 0.56% | 0.42% | 0.51% | 0.38% | 0.38% | 0.38% | 0.57% | 0.35% | 0.47% | 0.61% |
CSV Carriage Services, Inc. | 1.18% | 1.06% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% |
Financials
CSV vs. ALG - Financials Comparison
This section allows you to compare key financial metrics between Carriage Services, Inc. and Alamo Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CSV vs. ALG - Profitability Comparison
CSV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carriage Services, Inc. reported a gross profit of 38.64M and revenue of 106.12M. Therefore, the gross margin over that period was 36.4%.
ALG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alamo Group Inc. reported a gross profit of 104.81M and revenue of 417.15M. Therefore, the gross margin over that period was 25.1%.
CSV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carriage Services, Inc. reported an operating income of 25.28M and revenue of 106.12M, resulting in an operating margin of 23.8%.
ALG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alamo Group Inc. reported an operating income of 42.16M and revenue of 417.15M, resulting in an operating margin of 10.1%.
CSV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carriage Services, Inc. reported a net income of 13.49M and revenue of 106.12M, resulting in a net margin of 12.7%.
ALG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alamo Group Inc. reported a net income of 29.18M and revenue of 417.15M, resulting in a net margin of 7.0%.
Frequently Asked Questions
CSV and ALG have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSV has higher volatility (9.96%) compared to ALG (6.75%). In terms of maximum drawdown, CSV dropped -95.90% vs ALG's -69.23%.
CSV currently has the higher Sharpe Ratio (-0.46 vs -0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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