CARRIAGE SERVICES INC (CSV) Fundamental Analysis & Valuation

NYSE:CSV • US1439051079

Current stock price

49.19 USD
+0.09 (+0.18%)
At close:
49.19 USD
0 (0%)
After Hours:

This CSV fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. CSV Profitability Analysis

1.1 Basic Checks

  • In the past year CSV was profitable.
  • In the past year CSV had a positive cash flow from operations.
  • In the past 5 years CSV has always been profitable.
  • In the past 5 years CSV always reported a positive cash flow from operatings.
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 2025 20M 40M 60M 80M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 3.77%, CSV is in line with its industry, outperforming 58.90% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 19.94%, CSV belongs to the top of the industry, outperforming 84.93% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 5.29%, CSV is in the better half of the industry, outperforming 60.27% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for CSV is significantly below the industry average of 15.24%.
  • The 3 year average ROIC (4.93%) for CSV is below the current ROIC(5.29%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 3.77%
ROE 19.94%
ROIC 5.29%
ROA(3y)2.98%
ROA(5y)3.04%
ROE(3y)18.22%
ROE(5y)22.14%
ROIC(3y)4.93%
ROIC(5y)5.12%
CSV Yearly ROA, ROE, ROICCSV Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

1.3 Margins

  • The Profit Margin of CSV (12.17%) is better than 76.71% of its industry peers.
  • CSV's Profit Margin has improved in the last couple of years.
  • The Operating Margin of CSV (23.48%) is better than 91.78% of its industry peers.
  • CSV's Operating Margin has been stable in the last couple of years.
  • CSV has a worse Gross Margin (35.14%) than 61.64% of its industry peers.
  • CSV's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 23.48%
PM (TTM) 12.17%
GM 35.14%
OM growth 3Y2.07%
OM growth 5Y-0.34%
PM growth 3Y2.91%
PM growth 5Y20.17%
GM growth 3Y2.94%
GM growth 5Y1.79%
CSV Yearly Profit, Operating, Gross MarginsCSV Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

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2

2. CSV Health Analysis

2.1 Basic Checks

  • CSV has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for CSV has been increased compared to 1 year ago.
  • Compared to 5 years ago, CSV has less shares outstanding
  • Compared to 1 year ago, CSV has an improved debt to assets ratio.
CSV Yearly Shares OutstandingCSV Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 200M 400M 600M 800M 1B

2.2 Solvency

  • Based on the Altman-Z score of 1.29, we must say that CSV is in the distress zone and has some risk of bankruptcy.
  • CSV has a Altman-Z score of 1.29. This is comparable to the rest of the industry: CSV outperforms 57.53% of its industry peers.
  • CSV has a debt to FCF ratio of 13.45. This is a negative value and a sign of low solvency as CSV would need 13.45 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 13.45, CSV is in the better half of the industry, outperforming 60.27% of the companies in the same industry.
  • A Debt/Equity ratio of 2.11 is on the high side and indicates that CSV has dependencies on debt financing.
  • CSV has a Debt to Equity ratio of 2.11. This is in the lower half of the industry: CSV underperforms 72.60% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.11
Debt/FCF 13.45
Altman-Z 1.29
ROIC/WACC0.71
WACC7.42%
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 2025 100M 200M 300M 400M 500M

2.3 Liquidity

  • CSV has a Current Ratio of 0.98. 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 Current ratio, with a value of 0.98, CSV is in line with its industry, outperforming 42.47% of the companies in the same industry.
  • A Quick Ratio of 0.84 indicates that CSV may have some problems paying its short term obligations.
  • The Quick ratio of CSV (0.84) is worse than 61.64% of its industry peers.
Industry RankSector Rank
Current Ratio 0.98
Quick Ratio 0.84
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 2025 20M 40M 60M

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4

3. CSV Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 21.21% over the past year.
  • Measured over the past years, CSV shows a quite strong growth in Earnings Per Share. The EPS has been growing by 11.22% on average per year.
  • The Revenue for CSV has decreased by -17.78% in the past year. This is quite bad
  • Measured over the past years, CSV shows a small growth in Revenue. The Revenue has been growing by 4.85% on average per year.
EPS 1Y (TTM)21.21%
EPS 3Y7.3%
EPS 5Y11.22%
EPS Q2Q%20.97%
Revenue 1Y (TTM)-17.78%
Revenue growth 3Y4.09%
Revenue growth 5Y4.85%
Sales Q2Q%7.97%

3.2 Future

  • CSV is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 8.26% yearly.
  • Based on estimates for the next years, CSV will show a small growth in Revenue. The Revenue will grow by 5.31% on average per year.
EPS Next Y8.73%
EPS Next 2Y8.26%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year6.76%
Revenue Next 2Y5.31%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • When comparing the Revenue 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

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5

4. CSV Valuation Analysis

4.1 Price/Earnings Ratio

  • CSV is valuated correctly with a Price/Earnings ratio of 15.37.
  • Based on the Price/Earnings ratio, CSV is valued a bit cheaper than the industry average as 64.38% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Earnings ratio of 26.64, CSV is valued a bit cheaper.
  • A Price/Forward Earnings ratio of 14.14 indicates a correct valuation of CSV.
  • 73.97% of the companies in the same industry are more expensive than CSV, based on the Price/Forward Earnings ratio.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 21.36, CSV is valued a bit cheaper.
Industry RankSector Rank
PE 15.37
Fwd PE 14.14
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

  • CSV's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. CSV is cheaper than 60.27% of the companies in the same industry.
  • 69.86% 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 19.47
EV/EBITDA 10.65
CSV Per share dataCSV EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20

4.3 Compensation for Growth

  • CSV's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of CSV may justify a higher PE ratio.
PEG (NY)1.76
PEG (5Y)1.37
EPS Next 2Y8.26%
EPS Next 3YN/A

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7

5. CSV Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.92%, CSV is not a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 0.45, CSV pays a better dividend. On top of this CSV pays more dividend than 86.30% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.80, CSV's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.92%

5.2 History

  • On average, the dividend of CSV grows each year by 6.10%, which is quite nice.
  • 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)6.1%
Div Incr Years0
Div Non Decr Years14
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

  • CSV pays out 13.83% of its income as dividend. This is a sustainable payout ratio.
  • CSV's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP13.83%
EPS Next 2Y8.26%
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 2025 20M 40M 60M
CSV Dividend Payout.CSV Dividend Payout, showing the Payout Ratio.CSV Dividend Payout.PayoutRetained Earnings

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CSV Fundamentals: All Metrics, Ratios and Statistics

CARRIAGE SERVICES INC

NYSE:CSV (5/1/2026, 8:19:24 PM)

After market: 49.19 0 (0%)

49.19

+0.09 (+0.18%)

Chartmill FA Rating
GICS IndustryGroupConsumer Services
GICS IndustryDiversified Consumer Services
Industry Strength81.37
Industry Growth47.21
Earnings (Last)02-25
Earnings (Next)05-06
Inst Owners77.02%
Inst Owner Change0.93%
Ins Owners2.56%
Ins Owner Change1.95%
Market Cap780.15M
Revenue(TTM)417.44M
Net Income(TTM)50.79M
Analysts84.44
Price Target61.2 (24.42%)
Short Float %2.7%
Short Ratio3.95
Dividend
Industry RankSector Rank
Dividend Yield 0.92%
Yearly Dividend0.45
Dividend Growth(5Y)6.1%
DP13.83%
Div Incr Years0
Div Non Decr Years14
Ex-Date05-04
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-3.76%
Min EPS beat(2)-8.89%
Max EPS beat(2)1.38%
EPS beat(4)3
Avg EPS beat(4)1.84%
Min EPS beat(4)-8.89%
Max EPS beat(4)14.06%
EPS beat(8)7
Avg EPS beat(8)15.54%
EPS beat(12)9
Avg EPS beat(12)12.65%
EPS beat(16)10
Avg EPS beat(16)7.43%
Revenue beat(2)2
Avg Revenue beat(2)0.48%
Min Revenue beat(2)0.43%
Max Revenue beat(2)0.53%
Revenue beat(4)4
Avg Revenue beat(4)0.91%
Min Revenue beat(4)0.43%
Max Revenue beat(4)2.02%
Revenue beat(8)8
Avg Revenue beat(8)2.66%
Revenue beat(12)11
Avg Revenue beat(12)2.39%
Revenue beat(16)12
Avg Revenue beat(16)1.54%
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-3.87%
EPS NY rev (1m)-0.07%
EPS NY rev (3m)-0.51%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)2.02%
Revenue NY rev (1m)0%
Revenue NY rev (3m)3.31%
Valuation
Industry RankSector Rank
PE 15.37
Fwd PE 14.14
P/S 1.87
P/FCF 19.47
P/OCF 12.85
P/B 3.06
P/tB N/A
EV/EBITDA 10.65
EPS(TTM)3.2
EY6.51%
EPS(NY)3.48
Fwd EY7.07%
FCF(TTM)2.53
FCFY5.14%
OCF(TTM)3.83
OCFY7.78%
SpS26.32
BVpS16.06
TBVpS-13.67
PEG (NY)1.76
PEG (5Y)1.37
Graham Number34.009 (-30.86%)
Profitability
Industry RankSector Rank
ROA 3.77%
ROE 19.94%
ROCE 7.61%
ROIC 5.29%
ROICexc 5.3%
ROICexgc 8.36%
OM 23.48%
PM (TTM) 12.17%
GM 35.14%
FCFM 9.6%
ROA(3y)2.98%
ROA(5y)3.04%
ROE(3y)18.22%
ROE(5y)22.14%
ROIC(3y)4.93%
ROIC(5y)5.12%
ROICexc(3y)4.94%
ROICexc(5y)5.13%
ROICexgc(3y)7.87%
ROICexgc(5y)8.23%
ROCE(3y)7.09%
ROCE(5y)7.37%
ROICexgc growth 3Y1.12%
ROICexgc growth 5Y0.58%
ROICexc growth 3Y2.22%
ROICexc growth 5Y1.2%
OM growth 3Y2.07%
OM growth 5Y-0.34%
PM growth 3Y2.91%
PM growth 5Y20.17%
GM growth 3Y2.94%
GM growth 5Y1.79%
F-Score6
Asset Turnover0.31
Health
Industry RankSector Rank
Debt/Equity 2.11
Debt/FCF 13.45
Debt/EBITDA 4.35
Cap/Depr 80.23%
Cap/Sales 4.94%
Interest Coverage 3.66
Cash Conversion 49.05%
Profit Quality 78.88%
Current Ratio 0.98
Quick Ratio 0.84
Altman-Z 1.29
F-Score6
WACC7.42%
ROIC/WACC0.71
Cap/Depr(3y)75.58%
Cap/Depr(5y)92.91%
Cap/Sales(3y)4.55%
Cap/Sales(5y)5.46%
Profit Quality(3y)121.02%
Profit Quality(5y)125.37%
High Growth Momentum
Growth
EPS 1Y (TTM)21.21%
EPS 3Y7.3%
EPS 5Y11.22%
EPS Q2Q%20.97%
EPS Next Y8.73%
EPS Next 2Y8.26%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-17.78%
Revenue growth 3Y4.09%
Revenue growth 5Y4.85%
Sales Q2Q%7.97%
Revenue Next Year6.76%
Revenue Next 2Y5.31%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-7%
EBIT growth 3Y6.24%
EBIT growth 5Y4.49%
EBIT Next Year38.77%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y11.61%
FCF growth 3Y4.67%
FCF growth 5Y-9.97%
OCF growth 1Y16.73%
OCF growth 3Y-0.18%
OCF growth 5Y-6.05%

CARRIAGE SERVICES INC / CSV Fundamental Analysis 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.


How profitable is CARRIAGE SERVICES INC (CSV) stock?

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


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 8.73% in the next year.


Can you provide the dividend sustainability for CSV stock?

The dividend rating of CARRIAGE SERVICES INC (CSV) is 7 / 10 and the dividend payout ratio is 13.83%.