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

Performance

CSV vs. ELV - Performance Comparison

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

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CSV vs. ELV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CSV
Carriage Services, Inc.
8.23%7.27%61.83%-7.71%-56.70%107.92%24.25%67.51%-38.90%-9.44%
ELV
Elevance Health Inc
-15.97%-3.14%-20.72%-6.89%11.83%46.12%7.74%16.33%18.11%58.72%

Fundamentals

Market Cap

CSV:

$718.09M

ELV:

$64.93B

EPS

CSV:

$3.29

ELV:

$25.22

PE Ratio

CSV:

13.87

ELV:

11.61

PS Ratio

CSV:

2.21

ELV:

0.33

PB Ratio

CSV:

2.82

ELV:

1.48

Total Revenue (TTM)

CSV:

$322.03M

ELV:

$198.69B

Gross Profit (TTM)

CSV:

$146.59M

ELV:

$111.58B

EBITDA (TTM)

CSV:

$116.52M

ELV:

$9.57B

Returns By Period

In the year-to-date period, CSV achieves a 8.23% return, which is significantly higher than ELV's -15.97% return. Both investments have delivered pretty close results over the past 10 years, with CSV having a 9.08% annualized return and ELV not far behind at 9.02%.


CSV

1D
1.85%
1M
-0.89%
YTD
8.23%
6M
3.04%
1Y
19.07%
3Y*
15.96%
5Y*
6.17%
10Y*
9.08%

ELV

1D
2.80%
1M
-7.95%
YTD
-15.97%
6M
-8.37%
1Y
-31.26%
3Y*
-12.58%
5Y*
-2.35%
10Y*
9.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CSV vs. ELV — Risk / Return Rank

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

CSV
CSV Risk / Return Rank: 6565
Overall Rank
CSV Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
CSV Sortino Ratio Rank: 6464
Sortino Ratio Rank
CSV Omega Ratio Rank: 5858
Omega Ratio Rank
CSV Calmar Ratio Rank: 6767
Calmar Ratio Rank
CSV Martin Ratio Rank: 6464
Martin Ratio Rank

ELV
ELV Risk / Return Rank: 1313
Overall Rank
ELV Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ELV Sortino Ratio Rank: 1313
Sortino Ratio Rank
ELV Omega Ratio Rank: 1212
Omega Ratio Rank
ELV Calmar Ratio Rank: 1414
Calmar Ratio Rank
ELV Martin Ratio Rank: 1818
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. ELV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and Elevance Health Inc (ELV). 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.


CSVELVDifference

Sharpe ratio

Return per unit of total volatility

0.81

-0.78

+1.59

Sortino ratio

Return per unit of downside risk

1.31

-0.88

+2.19

Omega ratio

Gain probability vs. loss probability

1.15

0.87

+0.28

Calmar ratio

Return relative to maximum drawdown

1.22

-0.79

+2.01

Martin ratio

Return relative to average drawdown

2.36

-1.24

+3.60

CSV vs. ELV - Sharpe Ratio Comparison

The current CSV Sharpe Ratio is 0.81, which is higher than the ELV Sharpe Ratio of -0.78. The chart below compares the historical Sharpe Ratios of CSV and ELV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CSVELVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

-0.78

+1.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

-0.08

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

0.29

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.41

-0.32

Correlation

The correlation between CSV and ELV is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CSV vs. ELV - Dividend Comparison

CSV's dividend yield for the trailing twelve months is around 0.99%, less than ELV's 2.34% yield.


TTM20252024202320222021202020192018201720162015
CSV
Carriage Services, Inc.
0.99%1.06%1.13%1.80%1.63%0.64%1.08%1.17%1.94%0.88%0.52%0.41%
ELV
Elevance Health Inc
2.34%1.95%1.77%1.26%1.00%0.98%1.18%1.06%1.14%1.20%1.81%1.79%

Drawdowns

CSV vs. ELV - Drawdown Comparison

The maximum CSV drawdown since its inception was -95.90%, which is greater than ELV's maximum drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for CSV and ELV.


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Drawdown Indicators


CSVELVDifference

Max Drawdown

Largest peak-to-trough decline

-95.90%

-67.19%

-28.71%

Max Drawdown (1Y)

Largest decline over 1 year

-15.44%

-39.06%

+23.62%

Max Drawdown (5Y)

Largest decline over 5 years

-68.52%

-50.38%

-18.14%

Max Drawdown (10Y)

Largest decline over 10 years

-68.52%

-50.38%

-18.14%

Current Drawdown

Current decline from peak

-26.59%

-46.22%

+19.63%

Average Drawdown

Average peak-to-trough decline

-51.57%

-15.15%

-36.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.00%

24.89%

-16.89%

Volatility

CSV vs. ELV - Volatility Comparison

The current volatility for Carriage Services, Inc. (CSV) is 7.01%, while Elevance Health Inc (ELV) has a volatility of 8.34%. This indicates that CSV experiences smaller price fluctuations and is considered to be less risky than ELV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CSVELVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.01%

8.34%

-1.33%

Volatility (6M)

Calculated over the trailing 6-month period

16.66%

27.00%

-10.34%

Volatility (1Y)

Calculated over the trailing 1-year period

23.61%

40.26%

-16.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.47%

28.50%

+7.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.73%

30.70%

+6.03%

Financials

CSV vs. ELV - Financials Comparison

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


0.0010.00B20.00B30.00B40.00B50.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
10.16M
49.31B
(CSV) Total Revenue
(ELV) Total Revenue
Values in USD except per share items