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

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.

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Returns By Period

In the year-to-date period, CSV achieves a -9.11% return, which is significantly lower than SCI's -5.32% return. Over the past 10 years, CSV has underperformed SCI with an annualized return of 6.74%, while SCI has yielded a comparatively higher 12.70% 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%

SCI

1D
0.74%
1M
-5.02%
YTD
-5.32%
6M
-6.23%
1Y
-5.26%
3Y*
6.55%
5Y*
8.80%
10Y*
12.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CSV vs. SCI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CSV
Carriage Services, Inc.
-9.11%7.27%61.83%-7.71%-56.70%107.92%24.25%67.51%-38.90%-9.44%
SCI
Service Corporation International
-5.32%-0.70%18.42%0.74%-1.04%46.81%8.58%16.22%9.73%33.69%

Correlation

The correlation between CSV and SCI is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.59

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

0.57

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

0.54

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

0.50

Correlation (All Time)
Calculated using the full available price history since Aug 9, 1996

0.26

Over the past year, CSV and SCI have become more correlated (0.59) than their long-term average of 0.26, meaning their price movements have been converging.

Fundamentals

Market Cap

CSV:

$603.70M

SCI:

$10.24B

EPS

CSV:

$2.81

SCI:

$4.41

PE Ratio

CSV:

13.62

SCI:

16.60

PS Ratio

CSV:

1.44

SCI:

2.40

PB Ratio

CSV:

2.26

SCI:

6.46

Total Revenue (TTM)

CSV:

$416.49M

SCI:

$4.33B

Gross Profit (TTM)

CSV:

$147.10M

SCI:

$1.14B

EBITDA (TTM)

CSV:

$108.36M

SCI:

$1.16B

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Return for Risk

CSV vs. SCI — Risk / Return Rank

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

CSV
CSV Risk / Return Rank: 2222
Overall Rank
CSV Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
CSV Sortino Ratio Rank: 2020
Sortino Ratio Rank
CSV Omega Ratio Rank: 2121
Omega Ratio Rank
CSV Calmar Ratio Rank: 2727
Calmar Ratio Rank
CSV Martin Ratio Rank: 1818
Martin Ratio Rank

SCI
SCI Risk / Return Rank: 3030
Overall Rank
SCI Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SCI Sortino Ratio Rank: 2828
Sortino Ratio Rank
SCI Omega Ratio Rank: 2727
Omega Ratio Rank
SCI Calmar Ratio Rank: 3434
Calmar Ratio Rank
SCI Martin Ratio Rank: 2727
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. SCI - Risk-Adjusted Trends 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.

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.


CSVSCIDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.34

Omega ratioGain probability vs. loss probability

0.94

0.98

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.43

-0.24

-0.18

Martin ratioReturn relative to average drawdown

-1.09

-0.77

-0.32

CSV vs. SCI - Sharpe Ratio Comparison

The current CSV Sharpe Ratio is -0.46, which is lower than the SCI Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of CSV and SCI, 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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Drawdowns

CSV vs. SCI - Drawdown Comparison

The maximum CSV drawdown since its inception was -95.90%, roughly equal to the maximum SCI drawdown of -96.51%. Use the drawdown chart below to compare losses from any high point for CSV and SCI.


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Drawdown Indicators


CSVSCIDifference

Max Drawdown

Largest peak-to-trough decline

-95.90%

-96.51%

+0.61%

Max Drawdown (1Y)

Largest decline over 1 year

-27.58%

-21.61%

-5.97%

Max Drawdown (3Y)

Largest decline over 3 years

-40.56%

-21.61%

-18.95%

Max Drawdown (5Y)

Largest decline over 5 years

-68.52%

-27.14%

-41.38%

Max Drawdown (10Y)

Largest decline over 10 years

-68.52%

-34.03%

-34.49%

Current Drawdown

Current decline from peak

-38.34%

-16.22%

-22.12%

Average Drawdown

Average peak-to-trough decline

-51.39%

-39.41%

-11.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.78%

6.82%

+3.96%

Volatility

CSV vs. SCI - Volatility Comparison

Carriage Services, Inc. (CSV) has a higher volatility of 9.96% compared to Service Corporation International (SCI) at 9.46%. 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.


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Volatility by Period


CSVSCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.96%

9.46%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

19.31%

18.87%

+0.44%

Volatility (1Y)

Calculated over the trailing 1-year period

25.70%

22.89%

+2.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.80%

24.95%

+11.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.94%

25.27%

+11.67%

Dividends

CSV vs. SCI - Dividend Comparison

CSV's dividend yield for the trailing twelve months is around 1.18%, less than SCI's 1.86% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
SCI
Service Corporation International
1.86%1.67%1.50%1.64%1.48%1.24%1.59%1.56%1.69%1.55%1.80%1.69%

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


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
106.12M
1.10B
(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

24.0%26.0%28.0%30.0%32.0%34.0%36.0%20222023202420252026
36.4%
26.1%
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%.

SCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Service Corporation International reported a gross profit of 286.45M and revenue of 1.10B. Therefore, the gross margin over that period was 26.1%.

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%.

SCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Service Corporation International reported an operating income of 243.81M and revenue of 1.10B, resulting in an operating margin of 22.2%.

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%.

SCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Service Corporation International reported a net income of 226.54M and revenue of 1.10B, resulting in a net margin of 20.7%.


Frequently Asked Questions


CSV and SCI have a correlation of 0.59, 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 SCI (9.46%). In terms of maximum drawdown, CSV dropped -95.90% vs SCI's -96.51%.

SCI currently has the higher Sharpe Ratio (-0.23 vs -0.46), 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.

Portfolio Optimizer

Find the right allocation for CSV and SCI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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