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Carriage Services, Inc. CSV R2K

Consumer Cyclical · Personal Services · United States
https://www.carriageservices.com

Carriage Services, Inc. provides funeral and cemetery services, and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment provides consultation services; funeral home facilities for visitation and memorial services; transportation services; removal and preparation of remains; cremation services; and related funeral merchandise, as well as engages in the sale of caskets and urns. The Cemetery Operations segment sells interment rights for grave sites, lawn crypts, mausoleum spaces, and niches; related cemetery merchandise, including memorial markers, outer burial containers, and monuments; and interments, inurnments, and installation of cemetery merchandise services. Carriage Services, Inc. was founded in 1991 and is based in Houston, Texas.

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$41.19
-4.36% 1Y

Market & Price

Market Cap
$653.78M
Current Price
$41.19
High / Low (52W)
$51.53 / $40.53
Beta
0.89

Valuation

Stock P/E
14.98
Industry PE
22.37
Forward P/E
10.95
PEG Ratio
0.84
Book Value
$16.82
Price to Book
2.45
P/S
1.57
EV/EBITDA
9.81
Dividend Yield
1.09%

Profitability & Returns

ROCE
7.65%
ROE
17.99%
ROA
4.66%
Profit Margin
10.58%
Op Margin
24.08%
EPS (Latest Qtr)
$0.84
EPS (TTM)
$2.75

Balance Sheet & Liquidity

Debt/Equity
2.05
Quick Ratio
0.91
Current Ratio
1.15
Debt
$546.05M
Total Assets
$1.35B
Current Assets
$56.08M
Working Capital
$-1.14M

Ownership

Promoter Holding
10.63%
Chg in Prom Hold
-
FII / Inst Holding
81.30%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$1.20B
Total Revenue (TTM)
$416.49M
EBITDA
$122.04M
Free Cash Flow
$45.26M
Operating Cash Flow
$61.80M
Shares Outstanding
15.87M
Gross Margin
38.59%
Payout Ratio
16.36%

Growth (CAGR)

Revenue 5Y
4.09%
Profit 5Y
7.57%
Revenue (YoY)
-0.90%
Earnings (YoY)
-37.30%

PROS

  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 CSV Carriage Services, Inc. R2K 41.19 14.98 $653.78M 1.09% 7.65% 17.99% 4.09% 7.57%
2 AMZN Amazon.com, Inc. NDXSPXAI 270.64 31.65 $2.91T - 16.60% 24.29% 11.73% 984.47%
3 TSLA Tesla, Inc. NDXSPXAI 435.79 399.81 $1.64T - 5.29% 4.90% 5.19% -32.94%
4 HD The Home Depot, Inc. SPX 317.14 22.52 $316.23B 2.94% 28.92% 128.38% 1.52% -6.11%
5 MCD McDonald's Corporation SPX 279.20 23.04 $198.37B 2.66% 22.63% - 5.06% 11.50%
6 TJX The TJX Companies, Inc. SPX 154.75 30.11 $171.12B 1.24% 32.91% 61.25% 6.53% 16.24%
7 BKNG Booking Holdings Inc. NDXSPX 167.43 22.09 $129.74B 0.96% 67.24% - 16.35% 20.90%
8 LOW Lowe's Companies, Inc. SPX 214.36 18.12 $120.26B 2.24% 29.62% - -3.85% 1.11%
9 PDD PDD Holdings Inc. NDX 84.44 8.87 $120.19B - 28.69% 25.40% 49.00% 45.85%
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Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ------68.16M63.85M61.05M65.08M73.39M63.85M64.24M66.52M69.08M67.75M66.12M71.15M77.49M77.48M84.39M90.09M96.64M88.28M95.04M98.16M90.60M87.50M95.51M97.68M90.49M103.49M102.32M100.69M-107.07M102.15M102.74M105.48M106.12M
Cost of Revenue -----------------------------------69.23M66.21M66.50M68.83M67.48M
Gross Profit 17.36M19.69M21.30M18.81M18.23M21.31M23.09M18.67M15.48M19.56M24.19M16.82M17.11M17.82M21.60M19.25M18.06M20.68M23.17M25.16M27.87M29.72M35.06M28.93M33.16M34.48M27.71M25.60M31.05M31.20M27.41M37.26M36.99M35.49M-37.84M35.94M36.24M36.66M38.64M
Operating Expenses -----------------------------------12.05M11.94M12.18M12.48M13.09M
Operating Income 10.70M-11.66M12.59M11.74M-15.87M11.72M8.95M-17.13M9.98M10.27M-15.60M13.19M7.35M-2.15M18.27M16.49M-26.25M20.92M23.27M25.15M19.73M15.22M20.63M20.74M15.69M19.48M18.37M22.90M-25.79M24.00M24.07M24.17M25.55M
EBITDA -----------------------------------39.29M30.39M23.42M31.24M31.56M
Interest Expense -----------------------------------7.30M7.03M6.95M7.09M6.88M
Pretax Income -----------------------------------26.25M16.86M9.71M17.44M18.40M
Tax Provision -----------------------------------5.33M5.12M3.14M5.17M4.91M
Net Income --4.57M-------------------------8.84M8.29M4.64M6.97M6.26M9.87M-20.93M11.74M6.57M12.27M13.49M
Diluted EPS 0.240.310.270.300.330.220.390.240.171.310.520.150.11-0.140.360.270.030.14-0.230.360.310.46---------0.450.400.63-1.340.740.410.770.84

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -------248.20M258.14M267.99M274.11M329.45M-370.17M382.52M404.20M417.44M
Cost of Revenue -------------250.95M258.23M260.81M270.76M
Gross Profit 46.12M47.44M50.94M61.23M64.28M70.01M77.51M79.65M76.80M75.95M79.58M105.92M-119.23M124.30M143.39M146.68M
Operating Expenses -------------37.47M42.12M59.01M48.65M
Operating Income 30.11M30.64M28.19M36.27M36.91M39.72M48.65M50.20M48.94M42.11M47.44M57.23M-81.75M82.17M84.38M98.03M
EBITDA -------------104.17M105.21M106.40M124.34M
Interest Expense -------------25.89M36.27M32.08M28.36M
Pretax Income -------------57.19M46.43M50.08M70.26M
Tax Provision -------------15.81M13.02M17.13M18.76M
Net Income 7.05M8.08M6.98M11.40M19.30M15.84M20.85M19.58M37.19M11.64M14.53M16.09M-41.38M33.41M32.95M51.51M
Diluted EPS 0.400.450.380.631.000.851.121.122.090.630.800.89-2.632.142.103.25

Compounded Sales Growth

5 Years:4.09%
1 Year:-0.90%

Compounded Profit Growth

5 Years:7.57%
1 Year:-37.30%

Stock Price Performance

1 Year:-4.36%
6 Months:-2.95%
3 Months:-10.39%
1 Month:-16.04%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --671.01M672.78M738.09M746.60M827.53M833.14M921.53M917.50M1.13B1.15B1.18B-1.19B1.27B1.28B1.35B
Current Assets --------------37.97M41.72M44.54M56.08M
Cash & Equivalents 5.01M3.62M1.28M1.14M1.70M1.38M3.29M535.00K952.00K952.00K644.00K716.00K889.00K-1.17M1.52M1.17M1.69M
Inventory --------------7.61M8.35M7.92M7.76M
Receivables --------------23.95M27.28M30.61M38.64M
Total Liabilities --551.14M545.80M603.07M590.63M647.65M675.54M709.34M723.88M696.01M903.19M905.32M-1.06B1.09B1.07B1.09B
Current Liabilities --25.16M32.37M42.17M47.62M32.95M37.22M44.27M42.72M34.96M35.59M48.37M-45.47M51.07M58.04M57.22M
Long Term Debt ---135.00M163.54M142.54M152.39M195.01M204.40M212.15M33.07M5.66M4.48M-587.52M579.16M536.87M528.34M
Total Debt --------------612.75M604.63M560.87M552.51M
Total Equity 103.51M108.22M119.67M126.78M134.82M155.97M179.88M157.59M175.73M197.66M221.49M226.57M240.50M-137.13M173.06M208.55M254.78M
Shares Outstanding --------------26.26M26.63M26.88M27.38M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 16.09M25.68M31.16M25.76M----45.23M48.99M43.22M82.92M-61.02M75.59M52.00M60.69M
Investing Cash Flow -12.40M-29.27M-29.22M-54.97M-----39.46M-51.50M-158.89M-34.42M--52.49M-57.00M-3.64M-35.17M
Financing Cash Flow -5.08M1.25M-2.08M29.77M-19.95M41.83M-5.88M-2.01M-8.10M2.19M115.74M-48.32M--8.51M-18.23M-48.72M-25.00M
Capital Expenditure -9.37M-10.22M-10.64M-10.44M-10.70M-16.07M-29.74M-16.85M-16.39M-13.53M-15.38M-15.20M--59.96M-62.54M-16.10M-79.65M
Free Cash Flow 6.72M15.46M20.51M15.32M----28.84M35.47M27.84M67.72M-1.07M13.05M35.90M-18.96M
Net Change in Cash -------------22.00K353.00K-358.00K523.00K
Share Buybacks 4.26M0736.00K4.53M0045.00M016.37M16.27M9.15M0140.04M36.66M00-

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------32.1%29.8%28.3%29.0%32.2%-32.2%32.5%35.5%35.1%
Operating Margin % -------20.2%19.0%15.7%17.3%17.4%-22.1%21.5%20.9%23.5%
Net Margin % -------7.9%14.4%4.3%5.3%4.9%-11.2%8.7%8.2%12.3%
ROE % 6.5%6.8%5.5%8.5%12.4%8.8%13.2%11.1%18.8%5.3%6.4%6.7%-30.2%19.3%15.8%20.2%
ROCE % -4.7%4.4%5.2%5.3%5.0%6.1%5.7%5.6%3.8%4.3%5.1%-7.1%6.8%6.9%7.6%

Shareholding Pattern

Insiders
10.63%
Institutions
81.30%
Public Float
90.96%

Top Institutional Holders

#Holder% HeldSharesValue
1 FMR, LLC 14.99% 2.38M $98.00M
2 Blackrock Inc. 6.43% 1.02M $42.06M
3 Vanguard Capital Management LLC 4.02% 638.12K $26.28M
4 Dimensional Fund Advisors LP 3.85% 610.35K $25.14M
5 LSV Asset Management 3.44% 546.73K $22.52M
6 Ameriprise Financial, Inc. 3.25% 516.06K $21.26M
7 Renaissance Technologies, LLC 2.70% 427.90K $17.63M
8 Two Sigma Investments, LP 2.30% 364.75K $15.02M
9 Geode Capital Management, LLC 2.24% 355.91K $14.66M
10 State Street Corporation 1.94% 307.73K $12.68M

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