PortfoliosLab logo
CSV vs. ELV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CSV and ELV is 0.29, 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.


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.

Loading data...

Key characteristics

Sharpe Ratio

CSV:

2.29

ELV:

-0.78

Sortino Ratio

CSV:

3.38

ELV:

-1.02

Omega Ratio

CSV:

1.42

ELV:

0.86

Calmar Ratio

CSV:

1.11

ELV:

-0.73

Martin Ratio

CSV:

12.91

ELV:

-1.14

Ulcer Index

CSV:

5.06%

ELV:

21.99%

Daily Std Dev

CSV:

28.79%

ELV:

30.08%

Max Drawdown

CSV:

-95.91%

ELV:

-67.19%

Current Drawdown

CSV:

-30.59%

ELV:

-30.96%

Fundamentals

Market Cap

CSV:

$681.39M

ELV:

$85.98B

EPS

CSV:

$2.99

ELV:

$25.69

PE Ratio

CSV:

14.52

ELV:

14.81

PEG Ratio

CSV:

0.92

ELV:

0.69

PS Ratio

CSV:

1.67

ELV:

0.47

PB Ratio

CSV:

3.05

ELV:

2.02

Total Revenue (TTM)

CSV:

$409.90M

ELV:

$183.12B

Gross Profit (TTM)

CSV:

$146.10M

ELV:

$114.62B

EBITDA (TTM)

CSV:

$120.25M

ELV:

$10.09B

Returns By Period

In the year-to-date period, CSV achieves a 9.77% return, which is significantly higher than ELV's 4.49% return. Over the past 10 years, CSV has underperformed ELV with an annualized return of 6.97%, while ELV has yielded a comparatively higher 10.36% annualized return.


CSV

YTD

9.77%

1M

9.16%

6M

7.87%

1Y

65.42%

3Y*

4.08%

5Y*

20.00%

10Y*

6.97%

ELV

YTD

4.49%

1M

-8.74%

6M

-4.90%

1Y

-23.25%

3Y*

-7.86%

5Y*

6.80%

10Y*

10.36%

*Annualized

Compare stocks, funds, or ETFs

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


Carriage Services, Inc.

Elevance Health Inc

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

CSV vs. ELV — Risk-Adjusted Performance Rank

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

CSV
The Risk-Adjusted Performance Rank of CSV is 9494
Overall Rank
The Sharpe Ratio Rank of CSV is 9797
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 9696
Martin Ratio Rank

ELV
The Risk-Adjusted Performance Rank of ELV is 1212
Overall Rank
The Sharpe Ratio Rank of ELV is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of ELV is 1111
Sortino Ratio Rank
The Omega Ratio Rank of ELV is 1111
Omega Ratio Rank
The Calmar Ratio Rank of ELV is 77
Calmar Ratio Rank
The Martin Ratio Rank of ELV is 1919
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.

CSV vs. ELV - Risk-Adjusted Performance 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.


The current CSV Sharpe Ratio is 2.29, 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.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

CSV vs. ELV - Dividend Comparison

CSV's dividend yield for the trailing twelve months is around 1.03%, less than ELV's 1.72% yield.


TTM20242023202220212020201920182017201620152014
CSV
Carriage Services, Inc.
1.03%1.13%1.80%1.63%0.64%1.08%1.17%1.94%0.88%0.52%0.41%0.48%
ELV
Elevance Health Inc
1.72%1.77%1.26%1.00%0.98%1.18%1.06%1.14%1.20%1.81%1.79%1.39%

Drawdowns

CSV vs. ELV - Drawdown Comparison

The maximum CSV drawdown since its inception was -95.91%, 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.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

CSV vs. ELV - Volatility Comparison

The current volatility for Carriage Services, Inc. (CSV) is 7.03%, while Elevance Health Inc (ELV) has a volatility of 14.56%. 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.


Loading data...

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


0.0010.00B20.00B30.00B40.00B50.00B20212022202320242025
107.07M
48.89B
(CSV) Total Revenue
(ELV) Total Revenue
Values in USD except per share items

CSV vs. ELV - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
35.3%
89.8%
(CSV) Gross Margin
(ELV) Gross Margin
CSV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Carriage Services, Inc. reported a gross profit of 37.84M and revenue of 107.07M. Therefore, the gross margin over that period was 35.3%.

ELV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a gross profit of 43.91B and revenue of 48.89B. Therefore, the gross margin over that period was 89.8%.

CSV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Carriage Services, Inc. reported an operating income of 31.56M and revenue of 107.07M, resulting in an operating margin of 29.5%.

ELV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported an operating income of 3.14B and revenue of 48.89B, resulting in an operating margin of 6.4%.

CSV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Carriage Services, Inc. reported a net income of 20.93M and revenue of 107.07M, resulting in a net margin of 19.5%.

ELV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a net income of 2.18B and revenue of 48.89B, resulting in a net margin of 4.5%.