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Carriage Services Inc(CSV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CSV
09/18/2026: CSV (1-star) is currently NOT-A-BUY. Pass it for now.
Carriage Services is a US-based provider of funeral and cemetery services, operating through a network of premium local facilities. The company is known for its decentralized model that emphasizes local brand management while leveraging national scale. Its primary growth strategy involves consolidating the fragmented funeral services industry to achieve operational efficiencies and margin expansion. Key risks include high financial leverage and intense competition from larger industry players that possess greater capital resources. Carriage Services may suit value-oriented and dividend-seeking investors looking for defensive, non-cyclical exposure to death care market trends while monitoring management's ability to maintain margins and manage debt levels.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely driven by consolidation rather than high-velocity innovation. |
| Momentum investor | Mixed fit | Stock performance is often steady rather than volatile, making it less attractive for momentum-based strategies. |
| Value investor | Strong fit | The company is often evaluated on its ability to generate consistent cash flow and intrinsic value from its property assets. |
| Dividend investor | Strong fit | The company's focus on steady, non-cyclical cash flow supports consistent dividend payments. |
| Low-risk investor | Strong fit | The essential nature of funeral and cemetery services provides a defensive profile suitable for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | General market sentiment can affect stock price despite the defensive nature of the core business. |
| Valuation risk | Medium | Overpaying for future acquisitions could impact long-term capital allocation returns. |
| Competition risk (National consolidators) | Medium / high | Large competitors have greater capital resources for acquisitions and marketing. |
| Business quality | Strong | The company holds high-quality, hard-to-replicate cemetery and funeral assets. |
| Dividend income | Medium | Dividends depend on the company's ability to maintain high margins amidst rising costs. |
| Execution risk | Medium | Successful integration of acquired funeral homes is critical for realizing projected synergies. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -19.55% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/18/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 491.08M USD | Price to earnings Ratio 11.45 | 1Y Target Price 51.8 |
Price to earnings Ratio 11.45 | 1Y Target Price 51.8 | ||
Volume (30-day avg) 181.7K shares | Beta 0.78 | 52 Weeks Range 30.18 - 51.84 | Updated Date 09/18/2026 |
52 Weeks Range 30.18 - 51.84 | Updated Date 09/18/2026 | ||
Dividends yield (FY) 1.41% | Basic EPS (TTM) 2.7 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Funeral Services | Professional services, transport, and facility use for funerals and cremations. | Steady revenue generated from essential, recurring service needs. |
| Cemetery Services | Sale of plots, mausoleum space, markers, and perpetual care maintenance. | Long-term asset-based revenue with recurring maintenance components. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 11.45 | Forward PE 8.69 | Enterprise Value 1.05B | Price to Sales(TTM) 1.18 |
Enterprise Value 1.05B | Price to Sales(TTM) 1.18 | ||
Enterprise Value to Revenue 2.53 | Enterprise Value to EBITDA 8.98 | Shares Outstanding 15.88M | Shares Floating 15.45M |
Shares Outstanding 15.88M | Shares Floating 15.45M | ||
Percent Insiders 2.8 | Percent Institutions 87.57 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Carriage Services Inc
Exchange NYSE | Headquarters Houston, TX, United States | ||
IPO Launch date 1996-08-08 | CEO & Vice Chairman Mr. Carlos R. Quezada | ||
Sector Consumer Cyclical | Industry Personal Services | Full time employees 1248 | Website https://www.carriageservices.com |
Full time employees 1248 | Website https://www.carriageservices.com | ||
Carriage Services, Inc. provides funeral and cemetery services, and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment provides consultation services; funeral home facilities for visitation and memorial services; transportation services; removal and preparation of remains; cremation services; and related funeral merchandise, as well as engages in the sale of caskets and urns. The Cemetery Operations segment sells interment rights for grave sites, lawn crypts, mausoleum spaces, and niches; related cemetery merchandise, including memorial markers, outer burial containers, and monuments; and interments, inurnments, and installation of cemetery merchandise services. Carriage Services, Inc. was founded in 1991 and is based in Houston, Texas.
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