Is Carriage Services Stock a Good Investment?
Carriage Services Investment Advice | CSV |
- Examine Carriage Services' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Carriage Services' leadership team and their track record. Good management can help Carriage Services navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Consumer Services space and any emerging trends that could impact Carriage Services' business and its evolving consumer preferences.
- Compare Carriage Services' performance and market position to its competitors. Analyze how Carriage Services is positioned in terms of product offerings, innovation, and market share.
- Check if Carriage Services pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Carriage Services' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Carriage Services stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Carriage Services is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Carriage Services Stock
Researching Carriage Services' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 17.0% of the company shares are held by company insiders. The book value of Carriage Services was currently reported as 13.67. The company has Price/Earnings To Growth (PEG) ratio of 0.8. Carriage Services last dividend was issued on the 3rd of February 2025. The entity had 1:3 split on the August 25, 2011.
To determine if Carriage Services is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Carriage Services' research are outlined below:
| Carriage Services generated a negative expected return over the last 90 days | |
| Carriage Services has 420.59 M in debt with debt to equity (D/E) ratio of 4.59, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Carriage Services has a current ratio of 0.72, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Carriage to invest in growth at high rates of return. | |
| Carriage Services has a strong financial position based on the latest SEC filings | |
| About 71.0% of Carriage Services shares are held by institutions such as insurance companies | |
| On 3rd of March 2025 Carriage Services paid $ 0.1125 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Unpacking Q4 Earnings 1-800-FLOWERS In The Context Of Other Specialized Consumer Services Stocks |
Carriage Services Quarterly Good Will |
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Carriage Services uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Carriage Services. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Carriage Services' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Carriage Services' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Carriage Services' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2011-11-03 | 2011-09-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2007-11-01 | 2007-09-30 | 0.05 | 0.04 | -0.01 | 20 | ||
2007-08-08 | 2007-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2006-03-08 | 2005-12-31 | 0.05 | 0.04 | -0.01 | 20 | ||
2005-08-10 | 2005-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2005-02-24 | 2004-12-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2004-10-27 | 2004-09-30 | 0.04 | 0.03 | -0.01 | 25 | ||
2003-02-27 | 2002-12-31 | 0.1 | 0.11 | 0.01 | 10 |
Know Carriage Services' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Carriage Services is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carriage Services backward and forwards among themselves. Carriage Services' institutional investor refers to the entity that pools money to purchase Carriage Services' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 193.8 K | Boston Partners Global Investors, Inc | 2024-12-31 | 190.7 K | Allspring Global Investments Holdings, Llc | 2024-12-31 | 149.9 K | Rbf Llc | 2024-12-31 | 143.4 K | Jpmorgan Chase & Co | 2024-12-31 | 143 K | Charles Schwab Investment Management Inc | 2024-12-31 | 138.7 K | Nuveen Asset Management, Llc | 2024-12-31 | 135.6 K | Nicholas Company Inc | 133.2 K | Bank Of New York Mellon Corp | 2024-12-31 | 119.6 K | Ameriprise Financial Inc | 2024-12-31 | 1.5 M | Blackrock Inc | 2024-12-31 | 982.3 K |
Carriage Services' market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 599.38 M.Market Cap |
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Carriage Services' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.07 | 0.04 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.16 | 0.17 |
Determining Carriage Services' profitability involves analyzing its financial statements and using various financial metrics to determine if Carriage Services is a good buy. For example, gross profit margin measures Carriage Services' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Carriage Services' profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Carriage Services' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Carriage Services. Check Carriage Services' Beneish M Score to see the likelihood of Carriage Services' management manipulating its earnings.
Evaluate Carriage Services' management efficiency
Carriage Services has Return on Asset of 0.0414 % which means that on every $100 spent on assets, it made $0.0414 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1727 %, implying that it generated $0.1727 on every 100 dollars invested. Carriage Services' management efficiency ratios could be used to measure how well Carriage Services manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Carriage Services' Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to climb to 0.03 in 2025, whereas Return On Capital Employed is likely to drop 0.04 in 2025. At this time, Carriage Services' Non Currrent Assets Other are fairly stable compared to the past year. Intangible Assets is likely to climb to about 73 M in 2025, whereas Non Current Assets Total are likely to drop slightly above 799.9 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 13.93 | 7.72 | |
| Tangible Book Value Per Share | (16.48) | (15.66) | |
| Enterprise Value Over EBITDA | 12.42 | 7.70 | |
| Price Book Value Ratio | 2.86 | 3.00 | |
| Enterprise Value Multiple | 12.42 | 7.70 | |
| Price Fair Value | 2.86 | 3.00 |
Leadership at Carriage Services emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Basic technical analysis of Carriage Stock
As of the 23rd of March, Carriage Services shows the Standard Deviation of 1.34, risk adjusted performance of (0.04), and Mean Deviation of 1.07. Carriage Services technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Carriage Services information ratio and kurtosis to decide if Carriage Services is priced correctly, providing market reflects its regular price of 38.3 per share. Given that Carriage Services has information ratio of (0.01), we suggest you to validate Carriage Services's prevailing market performance to make sure the company can sustain itself at a future point.Carriage Services' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carriage Services insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carriage Services' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carriage Services insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Carriage Services' Outstanding Corporate Bonds
Carriage Services issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carriage Services uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carriage bonds can be classified according to their maturity, which is the date when Carriage Services has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| US143905AP21 Corp BondUS143905AP21 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Carriage Services' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Carriage Services' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.14) | |||
| Mean Deviation | 1.07 | |||
| Coefficient Of Variation | (1,874) | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | 0.0203 | |||
| Treynor Ratio | (0.15) | |||
| Maximum Drawdown | 7.05 | |||
| Value At Risk | (2.39) | |||
| Potential Upside | 1.71 | |||
| Skewness | (0.15) | |||
| Kurtosis | 0.2994 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.14) | |||
| Mean Deviation | 1.07 | |||
| Coefficient Of Variation | (1,874) | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | 0.0203 | |||
| Treynor Ratio | (0.15) | |||
| Maximum Drawdown | 7.05 | |||
| Value At Risk | (2.39) | |||
| Potential Upside | 1.71 | |||
| Skewness | (0.15) | |||
| Kurtosis | 0.2994 |
Consider Carriage Services' intraday indicators
Carriage Services intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Carriage Services stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Carriage Services Corporate Filings
| 7th of March 2025 Other Reports | ViewVerify | |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 26th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Carriage Stock media impact
Far too much social signal, news, headlines, and media speculation about Carriage Services that are available to investors today. That information is available publicly through Carriage media outlets and privately through word of mouth or via Carriage internal channels. However, regardless of the origin, that massive amount of Carriage data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Carriage Services news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Carriage Services relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Carriage Services' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Carriage Services alpha.
Carriage Services Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Carriage Services can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Carriage Services Historical Investor Sentiment
Investor biases related to Carriage Services' public news can be used to forecast risks associated with an investment in Carriage. The trend in average sentiment can be used to explain how an investor holding Carriage can time the market purely based on public headlines and social activities around Carriage Services. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Carriage Services' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Carriage Services and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Carriage Services news discussions. The higher the estimate score, the more favorable the investor's outlook on Carriage Services.
Carriage Services Maximum Pain Price Across May 16th 2025 Option Contracts
Carriage Services' options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Carriage Services close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Carriage Services' options.
Carriage Services Corporate Directors
| Donald Patteson | Independent Director | Profile | |
| Achille Messac | Independent Director | Profile | |
| Jeremy Weaver | Director Region | Profile | |
| Barry Fingerhut | Independent Director | Profile |
Additional Tools for Carriage Stock Analysis
When running Carriage Services' price analysis, check to measure Carriage Services' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carriage Services is operating at the current time. Most of Carriage Services' value examination focuses on studying past and present price action to predict the probability of Carriage Services' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carriage Services' price. Additionally, you may evaluate how the addition of Carriage Services to your portfolios can decrease your overall portfolio volatility.