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Upturn AI Summary - About
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
10/16/2026: CSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Carriage Services is a consumer services company primarily focused on operating funeral homes and cemeteries. The company maintains a leading position by consolidating high-quality local brands through a decentralized, standards-driven operating model. Key growth opportunities include the integration of acquired assets and service innovations, while primary risks involve high debt levels and changing consumer preferences toward low-margin cremation services. The stock is a suitable candidate for value-oriented and income-focused investors who prioritize defensive, stable business models. Investors should monitor the company's progress in deleveraging its balance sheet and its ability to maintain service margins amid rising operational costs.
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 steady rather than explosive, driven by tactical acquisitions rather than technological innovation. |
| Momentum investor | Weak fit | The stock typically exhibits lower volatility and lacks the high-velocity price trends sought by momentum strategies. |
| Value investor | Strong fit | The company often trades at valuations that may appeal to value investors looking for stable, cash-generative businesses. |
| Dividend investor | Strong fit while signal remains positive | The consistent dividend payout makes it a suitable candidate for income-oriented portfolios. |
| Low-risk investor | Strong fit | The essential nature of death care services provides a defensive business moat for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | As a small-cap stock, it can experience wider price swings than larger, more liquid entities. |
| Valuation risk | Medium | Changes in interest rates can significantly affect the cost of capital, impacting valuation multiples. |
| Competition risk (SCI-led consolidation) | High | Larger competitors with greater resources can influence regional pricing and acquisition opportunities. |
| Business quality | Medium | The reliance on physical, high-touch funeral operations makes the business vulnerable to labor cost inflation. |
| Dividend income | Low | Dividends are generally stable, though not the highest yielders in the broader equity market. |
| Execution risk | Medium | Integration of new businesses is critical to success; failure to manage these effectively could hurt returns. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
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 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/16/2026 |
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 574.94M USD | Price to earnings Ratio 12.93 | 1Y Target Price 51 |
Price to earnings Ratio 12.93 | 1Y Target Price 51 | ||
Volume (30-day avg) 214.1K shares | Beta 0.79 | 52 Weeks Range 30.11 - 51.84 | Updated Date 10/18/2026 |
52 Weeks Range 30.11 - 51.84 | Updated Date 10/18/2026 | ||
Dividends yield (FY) 1.25% | Basic EPS (TTM) 2.8 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Funeral Operations | Professional fees, facility rentals, and merchandise sales. | This is the primary revenue driver, relying on predictable, albeit sensitive, customer needs. |
| Cemetery Operations | Interment rights, memorials, and maintenance services. | Provides a secondary, often higher-margin revenue stream with long-term sales cycles. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 12.93 | Forward PE 8.62 | Enterprise Value 1.05B | Price to Sales(TTM) 1.38 |
Enterprise Value 1.05B | Price to Sales(TTM) 1.38 | ||
Enterprise Value to Revenue 2.52 | Enterprise Value to EBITDA 8.94 | Shares Outstanding 15.88M | Shares Floating 15.45M |
Shares Outstanding 15.88M | Shares Floating 15.45M | ||
Percent Insiders 2.83 | Percent Institutions 87.57 |
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.
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