Correlation
The correlation between CSV and UNH 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.
CSV vs. UNH
Compare and contrast key facts about Carriage Services, Inc. (CSV) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSV or UNH.
Performance
CSV vs. UNH - Performance Comparison
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Key characteristics
CSV:
2.37
UNH:
-0.85
CSV:
3.35
UNH:
-1.07
CSV:
1.41
UNH:
0.81
CSV:
1.09
UNH:
-0.72
CSV:
12.74
UNH:
-2.26
CSV:
5.06%
UNH:
17.83%
CSV:
28.84%
UNH:
44.51%
CSV:
-95.91%
UNH:
-82.68%
CSV:
-30.72%
UNH:
-51.92%
Fundamentals
CSV:
$683.43M
UNH:
$270.43B
CSV:
$2.98
UNH:
$23.88
CSV:
14.54
UNH:
12.48
CSV:
0.92
UNH:
0.79
CSV:
1.68
UNH:
0.66
CSV:
3.05
UNH:
2.85
CSV:
$409.90M
UNH:
$407.42B
CSV:
$146.10M
UNH:
$87.53B
CSV:
$120.25M
UNH:
$32.14B
Returns By Period
In the year-to-date period, CSV achieves a 9.56% return, which is significantly higher than UNH's -40.80% return. Over the past 10 years, CSV has underperformed UNH with an annualized return of 6.94%, while UNH has yielded a comparatively higher 11.23% annualized return.
CSV
9.56%
7.83%
8.10%
67.70%
3.98%
19.95%
6.94%
UNH
-40.80%
-27.14%
-50.59%
-37.50%
-14.97%
1.03%
11.23%
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Risk-Adjusted Performance
CSV vs. UNH — Risk-Adjusted Performance Rank
CSV
UNH
CSV vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and UnitedHealth Group Incorporated (UNH). 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.
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Dividends
CSV vs. UNH - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.04%, less than UNH's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.04% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% | 0.48% |
UNH UnitedHealth Group Incorporated | 2.82% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
CSV vs. UNH - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.91%, which is greater than UNH's maximum drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for CSV and UNH.
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Volatility
CSV vs. UNH - Volatility Comparison
The current volatility for Carriage Services, Inc. (CSV) is 7.18%, while UnitedHealth Group Incorporated (UNH) has a volatility of 25.85%. This indicates that CSV experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CSV vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Carriage Services, Inc. and UnitedHealth Group Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CSV vs. UNH - Profitability Comparison
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%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a gross profit of 23.77B and revenue of 109.58B. Therefore, the gross margin over that period was 21.7%.
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%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.
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%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.