CARRIAGE SERVICES INC (CSV) Stock Fundamental Analysis

NYSE:CSV • US1439051079

45.51 USD
-0.56 (-1.22%)
At close: Mar 2, 2026
45.51 USD
0 (0%)
After Hours: 3/2/2026, 8:11:32 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

CSV gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 75 industry peers in the Diversified Consumer Services industry. While CSV has a great profitability rating, there are quite some concerns on its financial health. CSV is not valued too expensively and it also shows a decent growth rate. Finally CSV also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year CSV was profitable.
  • CSV had a positive operating cash flow in the past year.
  • CSV had positive earnings in 4 of the past 5 years.
  • CSV had a positive operating cash flow in 4 of the past 5 years.
CSV Yearly Net Income VS EBIT VS OCF VS FCFCSV Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M

1.2 Ratios

  • CSV's Return On Assets of 3.60% is in line compared to the rest of the industry. CSV outperforms 58.67% of its industry peers.
  • The Return On Equity of CSV (19.97%) is better than 85.33% of its industry peers.
  • The Return On Invested Capital of CSV (5.12%) is better than 61.33% of its industry peers.
  • CSV had an Average Return On Invested Capital over the past 3 years of 4.77%. This is significantly below the industry average of 11.20%.
  • The 3 year average ROIC (4.77%) for CSV is below the current ROIC(5.12%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 3.6%
ROE 19.97%
ROIC 5.12%
ROA(3y)2.87%
ROA(5y)2.56%
ROE(3y)21.63%
ROE(5y)19.48%
ROIC(3y)4.77%
ROIC(5y)5.01%
CSV Yearly ROA, ROE, ROICCSV Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

  • CSV has a better Profit Margin (11.80%) than 76.00% of its industry peers.
  • CSV's Profit Margin has improved in the last couple of years.
  • The Operating Margin of CSV (23.32%) is better than 92.00% of its industry peers.
  • CSV's Operating Margin has improved in the last couple of years.
  • CSV has a Gross Margin of 35.07%. This is in the lower half of the industry: CSV underperforms 60.00% of its industry peers.
  • CSV's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 23.32%
PM (TTM) 11.8%
GM 35.07%
OM growth 3Y-5.95%
OM growth 5Y1.81%
PM growth 3Y-2.97%
PM growth 5Y8.75%
GM growth 3Y0.98%
GM growth 5Y4.08%
CSV Yearly Profit, Operating, Gross MarginsCSV Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so CSV is destroying value.
  • There is no outstanding debt for CSV. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
CSV Yearly Shares OutstandingCSV Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 5M 10M 15M
CSV Yearly Total Debt VS Total AssetsCSV Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

2.2 Solvency

  • Based on the Altman-Z score of 1.22, we must say that CSV is in the distress zone and has some risk of bankruptcy.
  • CSV's Altman-Z score of 1.22 is in line compared to the rest of the industry. CSV outperforms 56.00% of its industry peers.
  • The Debt to FCF ratio of CSV is 14.19, which is on the high side as it means it would take CSV, 14.19 years of fcf income to pay off all of its debts.
  • CSV has a better Debt to FCF ratio (14.19) than 61.33% of its industry peers.
  • CSV has a Debt/Equity ratio of 2.25. This is a high value indicating a heavy dependency on external financing.
  • CSV's Debt to Equity ratio of 2.25 is on the low side compared to the rest of the industry. CSV is outperformed by 70.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.25
Debt/FCF 14.19
Altman-Z 1.22
ROIC/WACC0.68
WACC7.48%
CSV Yearly LT Debt VS Equity VS FCFCSV Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

2.3 Liquidity

  • A Current Ratio of 0.88 indicates that CSV may have some problems paying its short term obligations.
  • CSV's Current ratio of 0.88 is on the low side compared to the rest of the industry. CSV is outperformed by 62.67% of its industry peers.
  • CSV has a Quick Ratio of 0.88. This is a bad value and indicates that CSV is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.75, CSV is doing worse than 64.00% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.88
Quick Ratio 0.75
CSV Yearly Current Assets VS Current LiabilitesCSV Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 21.21% over the past year.
  • The Earnings Per Share has been growing by 11.22% on average over the past years. This is quite good.
EPS 1Y (TTM)21.21%
EPS 3Y7.3%
EPS 5Y11.22%
EPS Q2Q%20.97%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%7.96%

3.2 Future

  • The Earnings Per Share is expected to grow by 10.31% on average over the next years. This is quite good.
  • CSV is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.38% yearly.
EPS Next Y9.29%
EPS Next 2Y10.31%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year3.37%
Revenue Next 2Y4.38%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
CSV Yearly Revenue VS EstimatesCSV Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 100M 200M 300M 400M
CSV Yearly EPS VS EstimatesCSV Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1 2 3

More info and screens

Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 14.22 indicates a correct valuation of CSV.
  • 73.33% of the companies in the same industry are more expensive than CSV, based on the Price/Earnings ratio.
  • Compared to an average S&P500 Price/Earnings ratio of 27.13, CSV is valued a bit cheaper.
  • CSV is valuated correctly with a Price/Forward Earnings ratio of 13.01.
  • Based on the Price/Forward Earnings ratio, CSV is valued a bit cheaper than the industry average as 80.00% of the companies are valued more expensively.
  • CSV is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.11, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 14.22
Fwd PE 13.01
CSV Price Earnings VS Forward Price EarningsCSV Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, CSV is valued a bit cheaper than 64.00% of the companies in the same industry.
  • 66.67% of the companies in the same industry are more expensive than CSV, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 18.5
EV/EBITDA 10.58
CSV Per share dataCSV EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • CSV has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.53
PEG (5Y)1.27
EPS Next 2Y10.31%
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. Dividend

5.1 Amount

  • CSV has a yearly dividend return of 0.98%, which is pretty low.
  • CSV's Dividend Yield is rather good when compared to the industry average which is at 0.38. CSV pays more dividend than 86.67% of the companies in the same industry.
  • With a Dividend Yield of 0.98, CSV pays less dividend than the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 0.98%

5.2 History

  • The dividend of CSV is nicely growing with an annual growth rate of 8.45%!
  • CSV has been paying a dividend for at least 10 years, so it has a reliable track record.
  • CSV has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)8.45%
Div Incr Years0
Div Non Decr Years13
CSV Yearly Dividends per shareCSV Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.1 0.2 0.3 0.4

5.3 Sustainability

  • 14.40% of the earnings are spent on dividend by CSV. This is a low number and sustainable payout ratio.
  • The dividend of CSV is growing, but earnings are growing more, so the dividend growth is sustainable.
DP14.4%
EPS Next 2Y10.31%
EPS Next 3YN/A
CSV Yearly Income VS Free CF VS DividendCSV Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M
CSV Dividend Payout.CSV Dividend Payout, showing the Payout Ratio.CSV Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

CARRIAGE SERVICES INC

NYSE:CSV (3/2/2026, 8:11:32 PM)

After market: 45.51 0 (0%)

45.51

-0.56 (-1.22%)

Chartmill FA Rating
GICS IndustryGroupConsumer Services
GICS IndustryDiversified Consumer Services
Earnings (Last)02-25
Earnings (Next)04-28
Inst Owners79.41%
Inst Owner Change-2.4%
Ins Owners2.39%
Ins Owner Change1.79%
Market Cap716.78M
Revenue(TTM)N/A
Net Income(TTM)48.34M
Analysts84.44
Price Target61.2 (34.48%)
Short Float %2.31%
Short Ratio4.04
Dividend
Industry RankSector Rank
Dividend Yield 0.98%
Yearly Dividend0.45
Dividend Growth(5Y)8.45%
DP14.4%
Div Incr Years0
Div Non Decr Years13
Ex-Date02-02
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)1.1%
Min EPS beat(2)0.83%
Max EPS beat(2)1.38%
EPS beat(4)4
Avg EPS beat(4)9.16%
Min EPS beat(4)0.83%
Max EPS beat(4)20.36%
EPS beat(8)8
Avg EPS beat(8)23.5%
EPS beat(12)10
Avg EPS beat(12)14.96%
EPS beat(16)11
Avg EPS beat(16)8.07%
Revenue beat(2)2
Avg Revenue beat(2)0.59%
Min Revenue beat(2)0.53%
Max Revenue beat(2)0.66%
Revenue beat(4)4
Avg Revenue beat(4)0.8%
Min Revenue beat(4)0.01%
Max Revenue beat(4)2.02%
Revenue beat(8)8
Avg Revenue beat(8)3.17%
Revenue beat(12)11
Avg Revenue beat(12)2.66%
Revenue beat(16)12
Avg Revenue beat(16)1.72%
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-1.51%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.91%
Revenue NQ rev (1m)0.38%
Revenue NQ rev (3m)0.14%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.15%
Valuation
Industry RankSector Rank
PE 14.22
Fwd PE 13.01
P/S 1.75
P/FCF 18.5
P/OCF 12.83
P/B 2.96
P/tB N/A
EV/EBITDA 10.58
EPS(TTM)3.2
EY7.03%
EPS(NY)3.5
Fwd EY7.68%
FCF(TTM)2.46
FCFY5.41%
OCF(TTM)3.55
OCFY7.79%
SpS26.01
BVpS15.37
TBVpS-14.86
PEG (NY)1.53
PEG (5Y)1.27
Graham Number33.27
Profitability
Industry RankSector Rank
ROA 3.6%
ROE 19.97%
ROCE 7.43%
ROIC 5.12%
ROICexc 5.13%
ROICexgc 8.15%
OM 23.32%
PM (TTM) 11.8%
GM 35.07%
FCFM 9.46%
ROA(3y)2.87%
ROA(5y)2.56%
ROE(3y)21.63%
ROE(5y)19.48%
ROIC(3y)4.77%
ROIC(5y)5.01%
ROICexc(3y)4.78%
ROICexc(5y)5.02%
ROICexgc(3y)7.7%
ROICexgc(5y)8.1%
ROCE(3y)6.93%
ROCE(5y)7.28%
ROICexgc growth 3Y-6.67%
ROICexgc growth 5Y6.94%
ROICexc growth 3Y-6.46%
ROICexc growth 5Y7.65%
OM growth 3Y-5.95%
OM growth 5Y1.81%
PM growth 3Y-2.97%
PM growth 5Y8.75%
GM growth 3Y0.98%
GM growth 5Y4.08%
F-Score6
Asset Turnover0.31
Health
Industry RankSector Rank
Debt/Equity 2.25
Debt/FCF 14.19
Debt/EBITDA 4.53
Cap/Depr 68.51%
Cap/Sales 4.17%
Interest Coverage 3.57
Cash Conversion 46.35%
Profit Quality 80.14%
Current Ratio 0.88
Quick Ratio 0.75
Altman-Z 1.22
F-Score6
WACC7.48%
ROIC/WACC0.68
Cap/Depr(3y)90.07%
Cap/Depr(5y)92.54%
Cap/Sales(3y)5.25%
Cap/Sales(5y)5.4%
Profit Quality(3y)122.9%
Profit Quality(5y)194.26%
High Growth Momentum
Growth
EPS 1Y (TTM)21.21%
EPS 3Y7.3%
EPS 5Y11.22%
EPS Q2Q%20.97%
EPS Next Y9.29%
EPS Next 2Y10.31%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%7.96%
Revenue Next Year3.37%
Revenue Next 2Y4.38%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-11.46%
EBIT growth 3Y-3.65%
EBIT growth 5Y10.04%
EBIT Next Year63.24%
EBIT Next 3Y22.87%
EBIT Next 5YN/A
FCF growth 1Y-28.28%
FCF growth 3Y-15.44%
FCF growth 5Y5.22%
OCF growth 1Y-23.31%
OCF growth 3Y-14.86%
OCF growth 5Y3.77%

CARRIAGE SERVICES INC / CSV FAQ

What is the fundamental rating for CSV stock?

ChartMill assigns a fundamental rating of 5 / 10 to CSV.


What is the valuation status for CSV stock?

ChartMill assigns a valuation rating of 5 / 10 to CARRIAGE SERVICES INC (CSV). This can be considered as Fairly Valued.


Can you provide the profitability details for CARRIAGE SERVICES INC?

CARRIAGE SERVICES INC (CSV) has a profitability rating of 7 / 10.


What are the PE and PB ratios of CARRIAGE SERVICES INC (CSV) stock?

The Price/Earnings (PE) ratio for CARRIAGE SERVICES INC (CSV) is 14.22 and the Price/Book (PB) ratio is 2.96.


What is the expected EPS growth for CARRIAGE SERVICES INC (CSV) stock?

The Earnings per Share (EPS) of CARRIAGE SERVICES INC (CSV) is expected to grow by 9.29% in the next year.