(CSV) Carriage - Ratings and Ratios
Funeral, Services, Cemetery, Caskets, Urns
CSV EPS (Earnings per Share)
CSV Revenue
Description: CSV Carriage
Carriage Services, Inc. is a leading provider of funeral and cemetery services in the United States, operating through two primary segments: Funeral Home Operations and Cemetery Operations. The company offers a comprehensive range of services, including funeral planning, transportation, cremation, and related merchandise, as well as interment rights, cemetery merchandise, and installation services. With a presence across the US, Carriage Services has established itself as a significant player in the death care industry.
From a business perspective, Carriage Services has demonstrated a strong track record of growth and profitability, driven by its focus on providing high-quality services and merchandise to families. The companys operational efficiency and ability to manage costs have contributed to its robust financial performance. With a market capitalization of $712.93M USD, Carriage Services is a mid-cap stock with a relatively stable investor base.
Analyzing the technical data, Carriage Services stock price is currently trading near its 20-day Simple Moving Average (SMA) of $44.01, indicating a relatively stable short-term trend. The stocks Relative Strength Index (RSI) is not provided, but the Average True Range (ATR) of 0.97, representing 2.21% of the current price, suggests moderate volatility. The 52-week high and low prices of $45.43 and $25.70, respectively, indicate a significant price range over the past year.
Using the available fundamental data, we can forecast Carriage Services future performance. With a Price-to-Earnings (P/E) ratio of 15.09 and a Forward P/E of 14.43, the stock appears to be reasonably valued relative to its earnings. The Return on Equity (RoE) of 22.95% indicates strong profitability. Assuming a stable P/E ratio and considering the companys historical earnings growth, we can estimate a potential price target. Based on the current P/E ratio and an expected earnings growth rate, a possible price target for Carriage Services could be around $50-$55 in the next 12-18 months, representing a 14%-25% increase from the current price.
Taking into account both technical and fundamental data, our forecast suggests that Carriage Services is poised for potential long-term growth, driven by its solid financial performance, operational efficiency, and relatively stable market trends. However, it is essential to continue monitoring the companys performance and adjust the forecast accordingly.
CSV Stock Overview
| Market Cap in USD | 699m |
| Sub-Industry | Specialized Consumer Services |
| IPO / Inception | 1996-08-08 |
CSV Stock Ratings
| Growth Rating | 54.6% |
| Fundamental | 63.1% |
| Dividend Rating | 53.4% |
| Return 12m vs S&P 500 | 11.2% |
| Analyst Rating | 4.50 of 5 |
CSV Dividends
| Dividend Yield 12m | 1.08% |
| Yield on Cost 5y | 2.24% |
| Annual Growth 5y | 5.89% |
| Payout Consistency | 98.0% |
| Payout Ratio | 15.2% |
CSV Growth Ratios
| Growth Correlation 3m | 5% |
| Growth Correlation 12m | 83.2% |
| Growth Correlation 5y | 2.2% |
| CAGR 5y | 16.66% |
| CAGR/Max DD 5y | 0.24 |
| Sharpe Ratio 12m | 0.86 |
| Alpha | 0.00 |
| Beta | 0.983 |
| Volatility | 27.73% |
| Current Volume | 86.6k |
| Average Volume 20d | 102.9k |
| Stop Loss | 42 (-3%) |
| Signal | 0.78 |
Piotroski VR‑10 (Strict, 0-10) 2.0
| Net Income (52.4m TTM) > 0 and > 6% of Revenue (6% = 24.5m TTM) |
| FCFTA 0.03 (>2.0%) and ΔFCFTA -0.42pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 0.70% (prev -1.93%; Δ 2.63pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.04 (>3.0%) and CFO 52.0m <= Net Income 52.4m (YES >=105%, WARN >=100%) |
| Net Debt (538.4m) to EBITDA (124.9m) ratio: 4.31 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.06 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (15.5m) change vs 12m ago 0.81% (target <= -2.0% for YES) |
| Gross Margin 35.06% (prev 34.68%; Δ 0.38pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 32.03% (prev 31.22%; Δ 0.81pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 3.45 (EBITDA TTM 124.9m / Interest Expense TTM 29.4m) >= 6 (WARN >= 3) |
Altman Z'' 1.53
| (A) 0.00 = (Total Current Assets 51.3m - Total Current Liabilities 48.5m) / Total Assets 1.28b |
| (B) 0.22 = Retained Earnings (Balance) 275.9m / Total Assets 1.28b |
| (C) 0.08 = EBIT TTM 101.4m / Avg Total Assets 1.27b |
| (D) 0.27 = Book Value of Equity 276.1m / Total Liabilities 1.04b |
| Total Rating: 1.53 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 63.14
| 1. Piotroski 2.0pt = -3.0 |
| 2. FCF Yield 3.04% = 1.52 |
| 3. FCF Margin 9.08% = 2.27 |
| 4. Debt/Equity 2.20 = 0.47 |
| 5. Debt/Ebitda 4.15 = -2.50 |
| 6. ROIC - WACC 3.03% = 3.79 |
| 7. RoE 24.22% = 2.02 |
| 8. Rev. Trend 77.95% = 3.90 |
| 9. Rev. CAGR 5.79% = 0.72 |
| 10. EPS Trend 58.01% = 1.45 |
| 11. EPS CAGR 28.79% = 2.50 |
What is the price of CSV shares?
Over the past week, the price has changed by -1.32%, over one month by -4.79%, over three months by -2.83% and over the past year by +32.63%.
Is Carriage a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of CSV is around 42.47 USD . This means that CSV is currently overvalued and has a potential downside of -1.92%.
Is CSV a buy, sell or hold?
- Strong Buy: 2
- Buy: 2
- Hold: 0
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the CSV price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 59 | 36.3% |
| Analysts Target Price | 59 | 36.3% |
| ValueRay Target Price | 46.3 | 6.8% |
Last update: 2025-08-27 04:35
CSV Fundamental Data Overview
CCE Cash And Equivalents = 1.40m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 13.4127
P/E Forward = 15.0602
P/S = 1.715
P/B = 3.0401
P/EG = 1.0047
Beta = 0.821
Revenue TTM = 407.6m USD
EBIT TTM = 101.4m USD
EBITDA TTM = 124.9m USD
Long Term Debt = 513.2m USD (from longTermDebt, last quarter)
Short Term Debt = 4.75m USD (from shortTermDebt, last quarter)
Debt = 518.0m USD (Calculated: Short Term 4.75m + Long Term 513.2m)
Net Debt = 538.4m USD (from netDebt column, last quarter)
Enterprise Value = 1.22b USD (699.1m + Debt 518.0m - CCE 1.40m)
Interest Coverage Ratio = 3.45 (Ebit TTM 101.4m / Interest Expense TTM 29.4m)
FCF Yield = 3.04% (FCF TTM 37.0m / Enterprise Value 1.22b)
FCF Margin = 9.08% (FCF TTM 37.0m / Revenue TTM 407.6m)
Net Margin = 12.85% (Net Income TTM 52.4m / Revenue TTM 407.6m)
Gross Margin = 35.06% ((Revenue TTM 407.6m - Cost of Revenue TTM 264.7m) / Revenue TTM)
Tobins Q-Ratio = 4.40 (Enterprise Value 1.22b / Book Value Of Equity 276.1m)
Interest Expense / Debt = 1.36% (Interest Expense 7.03m / Debt 518.0m)
Taxrate = 34.20% (17.1m / 50.1m)
NOPAT = 66.7m (EBIT 101.4m * (1 - 34.20%))
Current Ratio = 1.06 (Total Current Assets 51.3m / Total Current Liabilities 48.5m)
Debt / Equity = 2.20 (Debt 518.0m / last Quarter total Stockholder Equity 235.4m)
Debt / EBITDA = 4.15 (Net Debt 538.4m / EBITDA 124.9m)
Debt / FCF = 14.00 (Debt 518.0m / FCF TTM 37.0m)
Total Stockholder Equity = 216.3m (last 4 quarters mean)
RoA = 4.11% (Net Income 52.4m, Total Assets 1.28b )
RoE = 24.22% (Net Income TTM 52.4m / Total Stockholder Equity 216.3m)
RoCE = 13.90% (Ebit 101.4m / (Equity 216.3m + L.T.Debt 513.2m))
RoIC = 8.95% (NOPAT 66.7m / Invested Capital 745.5m)
WACC = 5.92% (E(699.1m)/V(1.22b) * Re(9.64%)) + (D(518.0m)/V(1.22b) * Rd(1.36%) * (1-Tc(0.34)))
Shares Correlation 5-Years: -10.0 | Cagr: -2.81%
Discount Rate = 9.64% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 63.60% ; FCFE base≈39.0m ; Y1≈25.6m ; Y5≈11.7m
Fair Price DCF = 11.49 (DCF Value 180.4m / Shares Outstanding 15.7m; 5y FCF grow -40.0% → 3.0% )
Revenue Correlation: 77.95 | Revenue CAGR: 5.79%
Rev Growth-of-Growth: -3.02
EPS Correlation: 58.01 | EPS CAGR: 28.79%
EPS Growth-of-Growth: 48.75
Additional Sources for CSV Stock
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