CSV
BULLISH
$51.25
Live
Carriage Services, Inc. · NYSE
Target $60.0
(+17.1%)
$38.1
52W Range
$52.1
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 25, 2026
Market cap
$812.88M
P/E
15.77
ROE
22.2%
Profit margin
12.3%
Debt/Equity
2.17
Dividend yield
0.88%
AI Analysis
AI-powered fundamental assessment
Confidence
82%
Carriage Services exhibits a stable financial foundation with a Piotroski F-Score of 6/9 and a valuation that is highly attractive relative to its growth profile. While the Graham Number ($34.39) suggests a conservative floor, the Intrinsic Value ($95.88) and a PEG ratio of 0.84 indicate significant upside potential. The company demonstrates superior profitability compared to its sector, evidenced by a 22.23% ROE and a P/E ratio far below the consumer cyclical average. However, high leverage (Debt/Equity 2.17) and tight liquidity (Current Ratio 0.98) remain the primary constraints on a higher rating.
Key Strengths
Strong profitability with ROE of 22.23% and Operating Margin of 22.92%
Undervalued relative to growth with a PEG ratio of 0.84
P/E ratio (15.77) is significantly lower than the sector average (35.02)
Consistent earnings growth (16.8% YoY) and strong historical EPS beat record
Positive long-term price momentum (90.1% 3-year change)
Key Risks
High leverage with a Debt/Equity ratio of 2.17
Tight short-term liquidity indicated by a Current Ratio of 0.98
Bearish technical trend score (10/100) despite recent price gains
Low insider sentiment (40/100) and lack of recent insider buying
Low dividend yield (0.88%) providing minimal income support
AI Fair Value Estimate
Based on comprehensive analysis
$62.5
+22.0% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
69
Strong
88
72
85
58
40
AI Verdict
Strong Fundamental Value
Key drivers: High ROE, Low PEG ratio, Stable Piotroski score, Sector-beating margins
Confidence
85%
Value
88/100
P/E 15.77, PEG 0.84, Graham $34.39
Positives
- P/E well below sector average
- PEG < 1.0
- Trading below Intrinsic Value
Watchpoints
- Trading above Graham Number
Future
72/100
Ref Growth rates
Positives
- Double-digit earnings growth (16.8%)
- Positive Q/Q earnings growth (24.5%)
Watchpoints
- Modest revenue growth (8%)
Past
85/100
Ref Historical trends
Positives
- Strong 1Y, 3Y, and 5Y price appreciation
- Long history of EPS surprises
Watchpoints
- Recent quarters show narrowing surprise margins
Health
58/100
Ref Piotroski F-Score and Debt/Equity
Positives
- Piotroski F-Score 6/9 (Stable)
Watchpoints
- Debt/Equity 2.17
- Current Ratio < 1.0
Dividend
40/100
Ref Yield, Payout
Positives
- Very low payout ratio (13.85%) suggests room for growth
Watchpoints
- Low yield (0.88%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$51.25
Analyst Target
$60.0
Upside/Downside
+17.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for CSV and closest competitors.
Updated 2026-04-24
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
CSV
Carriage Services, Inc.
Primary
|
+44.9% | +90.1% | +32.6% | +13.3% | +16.3% | +5.3% |
|
BALY
Bally's Corporation
Peer
|
-6.3% | -6.3% | -7.7% | +65.5% | -4.6% | -1.6% |
|
WOOF
Petco Health and Wellness Company, Inc.
Peer
|
-87.9% | -69.8% | -2.3% | -19.2% | +7.2% | -1.6% |
|
SLDP
Solid Power, Inc.
Peer
|
-66.3% | +40.7% | +206.4% | -46.9% | +8.0% | +14.2% |
|
HDL
Super Hi International Holding Ltd.
Peer
|
-33.6% | -33.6% | -27.3% | -17.2% | -10.1% | +3.9% |
CSV
Carriage Services, Inc.
Primary
5Y
+44.9%
3Y
+90.1%
1Y
+32.6%
6M
+13.3%
1M
+16.3%
1W
+5.3%
BAL
Bally's Corporation
Peer
5Y
-6.3%
3Y
-6.3%
1Y
-7.7%
6M
+65.5%
1M
-4.6%
1W
-1.6%
WOO
Petco Health and Wellness Company, Inc.
Peer
5Y
-87.9%
3Y
-69.8%
1Y
-2.3%
6M
-19.2%
1M
+7.2%
1W
-1.6%
SLD
Solid Power, Inc.
Peer
5Y
-66.3%
3Y
+40.7%
1Y
+206.4%
6M
-46.9%
1M
+8.0%
1W
+14.2%
HDL
Super Hi International Holding Ltd.
Peer
5Y
-33.6%
3Y
-33.6%
1Y
-27.3%
6M
-17.2%
1M
-10.1%
1W
+3.9%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
15.77
Forward P/E
13.74
PEG Ratio
0.84
P/B Ratio
3.17
P/S Ratio
1.95
EV/Revenue
3.25
EV/EBITDA
11.15
Market Cap
$812.88M
Profitability
Profit margins and return metrics
Profit Margin
12.34%
Operating Margin
22.91%
Gross Margin
38.29%
ROE
22.23%
ROA
4.67%
Growth
Revenue and earnings growth rates
Revenue Growth
+8.0%
Earnings Growth
+16.8%
Q/Q Revenue Growth
+7.97%
Q/Q Earnings Growth
+24.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
2.17
High debt
Current Ratio
0.98
Weak
Quick Ratio
0.78
Poor
Cash/Share
$0.11
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.1B
Gross Margin
34.8%
Op. Margin
22.9%
Net Margin
11.6%
Total Assets
$1.3B
Liabilities
$1.1B
Equity
$0.3B
Debt/Equity
4.28x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
26%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-06
$N/A
2026-02-25
$0.75
-7.2% surprise
2025-11-05
$0.75
+3.0% surprise
2025-08-06
$0.74
+1.8% surprise
Consumer Cyclical Sector Comparison
Comparing CSV against 335 companies in the Consumer Cyclical sector
(21 bullish, 103 neutral, 211 bearish)
P/E Ratio
15.77
This Stock
vs
34.91
Sector Avg
-54.8%
(Discount)
Return on Equity (ROE)
22.23%
This Stock
vs
-52.44%
Sector Avg
-142.4%
(Below Avg)
Profit Margin
12.34%
This Stock
vs
-6.55%
Sector Avg
-288.4%
(Weaker)
Debt to Equity
2.17
This Stock
vs
1.46
Sector Avg
+49.0%
(Higher)
Revenue Growth
8.0%
This Stock
vs
31.93%
Sector Avg
-74.9%
(Slower)
Current Ratio
0.98
This Stock
vs
2.43
Sector Avg
-59.7%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
CSV
Carriage Services, Inc.
|
BULLISH | $812.88M | 15.77 | 22.2% | 12.3% | $51.25 | |
|
BALY
Bally's Corporation
|
BEARISH | $811.18M | - | -115.6% | -17.4% | $16.5 | Compare |
|
WOOF
Petco Health and Wellness...
|
BEARISH | $850.22M | 99.67 | 0.8% | 0.2% | $2.99 | Compare |
|
SLDP
Solid Power, Inc.
|
BEARISH | $756.63M | - | -22.6% | -% | $3.37 | Compare |
|
HDL
Super Hi International Holding Ltd.
|
NEUTRAL | $870.78M | 14.8 | 9.6% | 4.3% | $14.8 | Compare |
CSV
Carriage Services, Inc.
BULLISH
Mkt Cap
$813M
P/E
15.8
ROE
22.2%
Price
$51.25
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-31 | WEBB SOMER | Director | Stock Award | 541 | $24,702 |
| 2026-03-31 | SANDERS JULIE | Director | Stock Award | 174 | $7,945 |
| 2026-03-31 | ROBINSON EDMONDO | Director | Stock Award | 557 | $25,433 |
| 2026-03-31 | BRUDNICKI GREG M | Unknown | Stock Award | 109 | $4,977 |
| 2026-02-25 | QUEZADA CARLOS R | Chief Executive Officer | Stock Award | 20,417 | $899,981 |
| 2026-02-25 | PUDENZ SHANE THOMAS | Divisional Officer | Stock Award | 6,210 | $273,737 |
| 2026-02-25 | FRANCH ROB PAUL | Officer | Stock Award | 6,210 | $273,737 |
| 2026-02-25 | SHANLEY KATHRYN | Officer | Stock Award | 6,006 | $264,744 |
| 2026-02-25 | MAZZU SAM A. III | General Counsel | Stock Award | 1,559 | $68,721 |
| 2026-02-25 | ENWRIGHT JOHN | Chief Financial Officer | Stock Award | 8,507 | $374,989 |
| 2026-02-25 | METZGER STEVEN D | President | Stock Award | 13,398 | $590,584 |
| 2025-12-31 | WEBB SOMER | Director | Stock Award | 584 | $24,703 |
| 2025-12-31 | SANDERS JULIE | Director | Stock Award | 188 | $7,952 |
| 2025-12-31 | ROBINSON EDMONDO | Director | Stock Award | 601 | $25,422 |
| 2025-12-31 | BRUDNICKI GREG M | Affiliated Person | Stock Award | 118 | $4,991 |
WEBB SOMER
Director
2026-03-31
541 shares
·
$24,702
SANDERS JULIE
Director
2026-03-31
174 shares
·
$7,945
ROBINSON EDMONDO
Director
2026-03-31
557 shares
·
$25,433
BRUDNICKI GREG M
Unknown
2026-03-31
109 shares
·
$4,977
QUEZADA CARLOS R
Chief Executive Officer
2026-02-25
20,417 shares
·
$899,981
PUDENZ SHANE THOMAS
Divisional Officer
2026-02-25
6,210 shares
·
$273,737
FRANCH ROB PAUL
Officer
2026-02-25
6,210 shares
·
$273,737
SHANLEY KATHRYN
Officer
2026-02-25
6,006 shares
·
$264,744
MAZZU SAM A. III
General Counsel
2026-02-25
1,559 shares
·
$68,721
ENWRIGHT JOHN
Chief Financial Officer
2026-02-25
8,507 shares
·
$374,989
METZGER STEVEN D
President
2026-02-25
13,398 shares
·
$590,584
WEBB SOMER
Director
2025-12-31
584 shares
·
$24,703
SANDERS JULIE
Director
2025-12-31
188 shares
·
$7,952
ROBINSON EDMONDO
Director
2025-12-31
601 shares
·
$25,422
BRUDNICKI GREG M
Affiliated Person
2025-12-31
118 shares
·
$4,991
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
NONE
5 analysts
Barrington Research
2026-02-17
Outperform
Outperform
Barrington Research
2026-01-05
Outperform
Outperform
Barrington Research
2025-12-01
Outperform
Outperform
Barrington Research
2025-11-07
Outperform
Outperform
Past News Coverage
Recent headlines mentioning CSV from our newsroom.
Newest → oldest
No matching news yet.