Carriage Services Stock Performance
| CSV Stock | USD 38.30 0.02 0.05% |
The firm shows a Beta (market volatility) of 0.54, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carriage Services' returns are expected to increase less than the market. However, during the bear market, the loss of holding Carriage Services is expected to be smaller as well. At this point, Carriage Services has a negative expected return of -0.0616%. Please make sure to confirm Carriage Services' total risk alpha, kurtosis, as well as the relationship between the Kurtosis and price action indicator , to decide if Carriage Services performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Carriage Services has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, Carriage Services is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return (0.63) | Five Day Return 1.9 | Year To Date Return (2.41) | Ten Year Return 55.11 | All Time Return 130.79 |
Forward Dividend Yield 0.0117 | Payout Ratio | Forward Dividend Rate 0.45 | Dividend Date 2025-03-03 | Ex Dividend Date 2025-02-03 |
1 | Acquisition by Robinson Edmondo of 386 shares of Carriage Services at .85 subject to Rule 16b-3 | 12/31/2024 |
2 | Insider Trading | 01/02/2025 |
3 | Acquisition by Granmayeh Lance Kian of 42300 shares of Carriage Services at 24.48 subject to Rule 16b-3 | 01/06/2025 |
4 | Carriage Services Announces 2024 Annual Results and Conference Call Schedule | 02/05/2025 |
5 | Acquisition by John Enwright of 7673 shares of Carriage Services at 41.54 subject to Rule 16b-3 | 02/19/2025 |
6 | Disposition of 952 shares by Rob Franch of Carriage Services at 40.75 subject to Rule 16b-3 | 02/21/2025 |
7 | Carriage Q4 2024 Earnings Preview | 02/25/2025 |
8 | Carriage NON-GAAP EPS of 2.65 , revenue of 97.7M | 02/26/2025 |
9 | Carriage Services Releases FY 2025 Earnings Guidance | 02/27/2025 |
| Carriage Services dividend paid on 3rd of March 2025 | 03/03/2025 |
10 | Carriage Services Upgraded to Strong Buy Heres Why | 03/04/2025 |
11 | Disposition of 1054 shares by Shawn Phillips of Carriage Services at 40.75 subject to Rule 16b-3 | 03/07/2025 |
12 | Why Is Carriage Services Gaining Attention in the Funeral Services Industry | 03/11/2025 |
13 | Carriage Services Partners with Express Funeral Funding to Enhance Product Offering, Expand ... | 03/13/2025 |
14 | Acquisition by Douglas Meehan of 1142 shares of Carriage Services at 32.83 subject to Rule 16b-3 | 03/14/2025 |
15 | Zacks.com featured highlights Carriage Services, Brinker International and Flexsteel | 03/18/2025 |
| Begin Period Cash Flow | 1.5 M |
Carriage |
Carriage Services Relative Risk vs. Return Landscape
If you would invest 3,998 in Carriage Services on December 21, 2024 and sell it today you would lose (166.00) from holding Carriage Services or give up 4.15% of portfolio value over 90 days. Carriage Services is generating negative expected returns assuming volatility of 1.3549% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Carriage, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Carriage Services Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carriage Services' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carriage Services, and traders can use it to determine the average amount a Carriage Services' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0455
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| Negative Returns | CSV |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carriage Services is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carriage Services by adding Carriage Services to a well-diversified portfolio.
Carriage Services Fundamentals Growth
Carriage Stock prices reflect investors' perceptions of the future prospects and financial health of Carriage Services, and Carriage Services fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carriage Stock performance.
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0414 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 1.16 B | ||||
| Shares Outstanding | 15.65 M | ||||
| Price To Earning | 13.01 X | ||||
| Price To Book | 2.88 X | ||||
| Price To Sales | 1.48 X | ||||
| Revenue | 34.22 M | ||||
| Gross Profit | 157.12 M | ||||
| EBITDA | 81.8 M | ||||
| Net Income | 32.95 M | ||||
| Cash And Equivalents | 1.17 M | ||||
| Cash Per Share | 0.06 X | ||||
| Total Debt | 420.59 M | ||||
| Debt To Equity | 4.59 % | ||||
| Current Ratio | 0.73 X | ||||
| Book Value Per Share | 13.67 X | ||||
| Cash Flow From Operations | 52 M | ||||
| Earnings Per Share | 2.10 X | ||||
| Market Capitalization | 599.7 M | ||||
| Total Asset | 1.28 B | ||||
| Retained Earnings | 243.21 M | ||||
| Working Capital | (13.51 M) | ||||
| Current Asset | 33.76 M | ||||
| Current Liabilities | 37.22 M | ||||
About Carriage Services Performance
Evaluating Carriage Services' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carriage Services has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carriage Services has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (26.48) | (25.15) | |
| 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 |
Things to note about Carriage Services performance evaluation
Checking the ongoing alerts about Carriage Services for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carriage Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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: Zacks.com featured highlights Carriage Services, Brinker International and Flexsteel |
- Analyzing Carriage Services' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carriage Services' stock is overvalued or undervalued compared to its peers.
- Examining Carriage Services' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carriage Services' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carriage Services' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carriage Services' stock. These opinions can provide insight into Carriage Services' potential for growth and whether the stock is currently undervalued or overvalued.
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.