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

Correlation

The correlation between CSV and SCI is 0.25, 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. SCI - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

CSV:

2.29

SCI:

0.48

Sortino Ratio

CSV:

3.38

SCI:

0.94

Omega Ratio

CSV:

1.42

SCI:

1.13

Calmar Ratio

CSV:

1.11

SCI:

0.83

Martin Ratio

CSV:

12.91

SCI:

1.70

Ulcer Index

CSV:

5.06%

SCI:

7.94%

Daily Std Dev

CSV:

28.79%

SCI:

24.62%

Max Drawdown

CSV:

-95.91%

SCI:

-96.50%

Current Drawdown

CSV:

-30.59%

SCI:

-11.30%

Fundamentals

Market Cap

CSV:

$681.39M

SCI:

$11.02B

EPS

CSV:

$2.99

SCI:

$3.64

PE Ratio

CSV:

14.52

SCI:

21.27

PEG Ratio

CSV:

0.92

SCI:

1.70

PS Ratio

CSV:

1.67

SCI:

2.62

PB Ratio

CSV:

3.05

SCI:

6.68

Total Revenue (TTM)

CSV:

$409.90M

SCI:

$4.22B

Gross Profit (TTM)

CSV:

$146.10M

SCI:

$1.11B

EBITDA (TTM)

CSV:

$120.25M

SCI:

$1.20B

Returns By Period

In the year-to-date period, CSV achieves a 9.77% return, which is significantly higher than SCI's -1.88% return. Over the past 10 years, CSV has underperformed SCI with an annualized return of 6.97%, while SCI has yielded a comparatively higher 12.22% annualized return.


CSV

YTD

9.77%

1M

9.16%

6M

7.87%

1Y

65.42%

3Y*

4.08%

5Y*

20.00%

10Y*

6.97%

SCI

YTD

-1.88%

1M

-2.38%

6M

-11.29%

1Y

11.74%

3Y*

5.35%

5Y*

16.51%

10Y*

12.22%

*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.

Service Corporation International

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

Risk-Adjusted Performance

CSV vs. SCI — 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

SCI
The Risk-Adjusted Performance Rank of SCI is 6969
Overall Rank
The Sharpe Ratio Rank of SCI is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of SCI is 6363
Sortino Ratio Rank
The Omega Ratio Rank of SCI is 6363
Omega Ratio Rank
The Calmar Ratio Rank of SCI is 8080
Calmar Ratio Rank
The Martin Ratio Rank of SCI is 7070
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. SCI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and Service Corporation International (SCI). 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 SCI Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of CSV and SCI, 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. SCI - Dividend Comparison

CSV's dividend yield for the trailing twelve months is around 1.03%, less than SCI's 1.56% 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%
SCI
Service Corporation International
1.56%1.50%1.64%1.48%1.24%1.59%1.56%1.69%1.55%1.80%1.69%1.50%

Drawdowns

CSV vs. SCI - Drawdown Comparison

The maximum CSV drawdown since its inception was -95.91%, roughly equal to the maximum SCI drawdown of -96.50%. Use the drawdown chart below to compare losses from any high point for CSV and SCI.


Loading data...

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

Volatility

CSV vs. SCI - Volatility Comparison

Carriage Services, Inc. (CSV) has a higher volatility of 7.03% compared to Service Corporation International (SCI) at 6.66%. This indicates that CSV's price experiences larger fluctuations and is considered to be riskier than SCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

CSV vs. SCI - Financials Comparison

This section allows you to compare key financial metrics between Carriage Services, Inc. and Service Corporation International. 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B20212022202320242025
107.07M
1.07B
(CSV) Total Revenue
(SCI) Total Revenue
Values in USD except per share items

CSV vs. SCI - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%20212022202320242025
35.3%
27.1%
(CSV) Gross Margin
(SCI) 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%.

SCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Service Corporation International reported a gross profit of 291.42M and revenue of 1.07B. Therefore, the gross margin over that period was 27.1%.

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%.

SCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Service Corporation International reported an operating income of 251.69M and revenue of 1.07B, resulting in an operating margin of 23.4%.

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%.

SCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Service Corporation International reported a net income of 142.88M and revenue of 1.07B, resulting in a net margin of 13.3%.