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CSV vs. SCI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
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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CSV vs. SCI - 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%
SCI
Service Corporation International
6.28%-0.70%18.42%0.74%-1.04%46.81%8.58%16.22%9.73%33.69%

Fundamentals

Market Cap

CSV:

$718.09M

SCI:

$11.64B

EPS

CSV:

$3.29

SCI:

$4.53

PE Ratio

CSV:

13.87

SCI:

18.23

PEG Ratio

CSV:

0.74

SCI:

1.31

PS Ratio

CSV:

2.21

SCI:

2.73

PB Ratio

CSV:

2.82

SCI:

7.11

Total Revenue (TTM)

CSV:

$322.03M

SCI:

$4.31B

Gross Profit (TTM)

CSV:

$146.59M

SCI:

$1.14B

EBITDA (TTM)

CSV:

$116.52M

SCI:

$1.16B

Returns By Period

In the year-to-date period, CSV achieves a 8.23% return, which is significantly higher than SCI's 6.28% return. Over the past 10 years, CSV has underperformed SCI with an annualized return of 9.08%, while SCI has yielded a comparatively higher 14.74% annualized return.


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%

SCI

1D
1.19%
1M
-1.56%
YTD
6.28%
6M
0.01%
1Y
4.61%
3Y*
8.01%
5Y*
11.29%
10Y*
14.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 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

SCI
SCI Risk / Return Rank: 4848
Overall Rank
SCI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SCI Sortino Ratio Rank: 4141
Sortino Ratio Rank
SCI Omega Ratio Rank: 4141
Omega Ratio Rank
SCI Calmar Ratio Rank: 5353
Calmar Ratio Rank
SCI Martin Ratio Rank: 5454
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.


CSVSCIDifference

Sharpe ratio

Return per unit of total volatility

0.81

0.21

+0.60

Sortino ratio

Return per unit of downside risk

1.31

0.44

+0.87

Omega ratio

Gain probability vs. loss probability

1.15

1.06

+0.09

Calmar ratio

Return relative to maximum drawdown

1.22

0.45

+0.78

Martin ratio

Return relative to average drawdown

2.36

1.08

+1.29

CSV vs. SCI - Sharpe Ratio Comparison

The current CSV Sharpe Ratio is 0.81, which is higher than the SCI Sharpe Ratio of 0.21. 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.


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Sharpe Ratios by Period


CSVSCIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

0.21

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.46

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

0.59

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.19

-0.10

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.


Dividends

CSV vs. SCI - Dividend Comparison

CSV's dividend yield for the trailing twelve months is around 0.99%, less than SCI's 1.60% 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%
SCI
Service Corporation International
1.60%1.67%1.50%1.64%1.48%1.24%1.59%1.56%1.69%1.55%1.80%1.69%

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

-15.44%

-11.55%

-3.89%

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

-26.59%

-4.59%

-22.00%

Average Drawdown

Average peak-to-trough decline

-51.57%

-39.58%

-11.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.00%

4.79%

+3.21%

Volatility

CSV vs. SCI - Volatility Comparison

The current volatility for Carriage Services, Inc. (CSV) is 7.01%, while Service Corporation International (SCI) has a volatility of 7.82%. This indicates that CSV experiences smaller price fluctuations and is considered to be less risky 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

7.01%

7.82%

-0.81%

Volatility (6M)

Calculated over the trailing 6-month period

16.66%

15.84%

+0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

23.61%

21.93%

+1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.47%

24.67%

+11.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.73%

25.01%

+11.72%

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


0.00200.00M400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
10.16M
1.11B
(CSV) Total Revenue
(SCI) Total Revenue
Values in USD except per share items