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CSV vs. CAG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CSV vs. CAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carriage Services, Inc. (CSV) and Conagra Brands, Inc. (CAG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CSV achieves a -11.34% return, which is significantly higher than CAG's -24.02% return. Over the past 10 years, CSV has outperformed CAG with an annualized return of 6.12%, while CAG has yielded a comparatively lower -6.51% annualized return.


CSV

1D
-4.89%
1M
-21.03%
YTD
-11.34%
6M
-11.25%
1Y
-14.53%
3Y*
13.16%
5Y*
0.93%
10Y*
6.12%

CAG

1D
-2.18%
1M
-9.17%
YTD
-24.02%
6M
-23.36%
1Y
-39.73%
3Y*
-24.56%
5Y*
-16.05%
10Y*
-6.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CSV vs. CAG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CSV
Carriage Services, Inc.
-11.34%7.27%61.83%-7.71%-56.70%107.92%24.25%67.51%-38.90%-9.44%
CAG
Conagra Brands, Inc.
-24.02%-33.32%1.46%-22.82%17.52%-2.55%8.69%65.50%-41.99%-2.55%

Correlation

The correlation between CSV and CAG is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Aug 12, 1996

0.12

The correlation between CSV and CAG shifts across timeframes, from 0.12 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CSV:

$588.87M

CAG:

$6.02B

EPS

CSV:

$2.81

CAG:

-$0.09

PS Ratio

CSV:

1.40

CAG:

0.54

PB Ratio

CSV:

2.21

CAG:

0.74

Total Revenue (TTM)

CSV:

$416.49M

CAG:

$11.18B

Gross Profit (TTM)

CSV:

$147.10M

CAG:

$2.70B

EBITDA (TTM)

CSV:

$108.36M

CAG:

$792.70M

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Return for Risk

CSV vs. CAG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSV
CSV Risk / Return Rank: 1515
Overall Rank
CSV Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
CSV Sortino Ratio Rank: 1616
Sortino Ratio Rank
CSV Omega Ratio Rank: 1717
Omega Ratio Rank
CSV Calmar Ratio Rank: 2222
Calmar Ratio Rank
CSV Martin Ratio Rank: 44
Martin Ratio Rank

CAG
CAG Risk / Return Rank: 11
Overall Rank
CAG Sharpe Ratio Rank: 11
Sharpe Ratio Rank
CAG Sortino Ratio Rank: 11
Sortino Ratio Rank
CAG Omega Ratio Rank: 33
Omega Ratio Rank
CAG Calmar Ratio Rank: 00
Calmar Ratio Rank
CAG Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSV vs. CAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and Conagra Brands, Inc. (CAG). 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.


CSVCAGDifference
Sharpe ratioReturn per unit of total volatility

+0.85

Sortino ratioReturn per unit of downside risk

+1.49

Omega ratioGain probability vs. loss probability

0.92

0.76

+0.16

Calmar ratioReturn relative to maximum drawdown

-0.53

-1.02

+0.49

Martin ratioReturn relative to average drawdown

-1.57

-1.97

+0.40

CSV vs. CAG - Sharpe Ratio Comparison

The current CSV Sharpe Ratio is -0.58, which is higher than the CAG Sharpe Ratio of -1.43. The chart below compares the historical Sharpe Ratios of CSV and CAG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CSVCAGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.58

-1.43

+0.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

-0.69

+0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

-0.25

+0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

0.24

-0.17

Drawdowns

CSV vs. CAG - Drawdown Comparison

The maximum CSV drawdown since its inception was -95.90%, which is greater than CAG's maximum drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for CSV and CAG.


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Drawdown Indicators


CSVCAGDifference

Max Drawdown

Largest peak-to-trough decline

-95.90%

-62.52%

-33.38%

Max Drawdown (1Y)

Largest decline over 1 year

-27.58%

-39.25%

+11.67%

Max Drawdown (3Y)

Largest decline over 3 years

-40.56%

-56.93%

+16.37%

Max Drawdown (5Y)

Largest decline over 5 years

-68.52%

-62.52%

-6.00%

Max Drawdown (10Y)

Largest decline over 10 years

-68.52%

-62.52%

-6.00%

Current Drawdown

Current decline from peak

-39.86%

-62.52%

+22.66%

Average Drawdown

Average peak-to-trough decline

-51.42%

-15.74%

-35.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.28%

20.74%

-11.46%

Volatility

CSV vs. CAG - Volatility Comparison

Carriage Services, Inc. (CSV) has a higher volatility of 9.08% compared to Conagra Brands, Inc. (CAG) at 7.94%. This indicates that CSV's price experiences larger fluctuations and is considered to be riskier than CAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CSVCAGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.08%

7.94%

+1.14%

Volatility (6M)

Calculated over the trailing 6-month period

18.51%

21.94%

-3.43%

Volatility (1Y)

Calculated over the trailing 1-year period

25.08%

27.90%

-2.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.71%

23.33%

+13.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.88%

26.18%

+10.70%

Dividends

CSV vs. CAG - Dividend Comparison

CSV's dividend yield for the trailing twelve months is around 1.21%, less than CAG's 11.13% yield.


PositionTTM20252024202320222021202020192018201720162015
CAG
Conagra Brands, Inc.
11.13%8.09%5.05%4.75%3.32%3.44%2.52%2.48%3.98%2.19%29.36%2.37%
CSV
Carriage Services, Inc.
1.21%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. CAG - Financials Comparison

This section allows you to compare key financial metrics between Carriage Services, Inc. and Conagra Brands, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20222023202420252026
106.12M
2.79B
(CSV) Total Revenue
(CAG) Total Revenue
Values in USD except per share items

CSV vs. CAG - Profitability Comparison

The chart below illustrates the profitability comparison between Carriage Services, Inc. and Conagra Brands, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

24.0%26.0%28.0%30.0%32.0%34.0%36.0%20222023202420252026
36.4%
23.6%
Portfolio components
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%.

CAG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Conagra Brands, Inc. reported a gross profit of 657.70M and revenue of 2.79B. Therefore, the gross margin over that period was 23.6%.

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%.

CAG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Conagra Brands, Inc. reported an operating income of 280.10M and revenue of 2.79B, 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%.

CAG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Conagra Brands, Inc. reported a net income of 199.80M and revenue of 2.79B, resulting in a net margin of 7.2%.


Frequently Asked Questions


CSV and CAG have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CSV has higher volatility (9.08%) compared to CAG (7.94%). In terms of maximum drawdown, CSV dropped -95.90% vs CAG's -62.52%.

CSV currently has the higher Sharpe Ratio (-0.58 vs -1.43), 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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