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Upturn AI SWOT - About
CSV 
Carriage Services Inc (CSV)
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Upturn Advisory Summary
10/23/2025: CSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $59.2
1 Year Target Price $59.2
| 2 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.46% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 710.51M USD | Price to earnings Ratio 13.61 | 1Y Target Price 59.2 |
Price to earnings Ratio 13.61 | 1Y Target Price 59.2 | ||
Volume (30-day avg) 4 | Beta 0.86 | 52 Weeks Range 31.79 - 49.41 | Updated Date 10/24/2025 |
52 Weeks Range 31.79 - 49.41 | Updated Date 10/24/2025 | ||
Dividends yield (FY) 0.99% | Basic EPS (TTM) 3.32 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-29 | When - | Estimate 0.7281 | Actual - |
Profitability
Profit Margin 12.85% | Operating Margin (TTM) 23.49% |
Management Effectiveness
Return on Assets (TTM) 4.65% | Return on Equity (TTM) 24.75% |
Valuation
Trailing PE 13.61 | Forward PE 13.23 | Enterprise Value 1274823025 | Price to Sales(TTM) 1.74 |
Enterprise Value 1274823025 | Price to Sales(TTM) 1.74 | ||
Enterprise Value to Revenue 3.13 | Enterprise Value to EBITDA 10.16 | Shares Outstanding 15698487 | Shares Floating 15306025 |
Shares Outstanding 15698487 | Shares Floating 15306025 | ||
Percent Insiders 8.82 | Percent Institutions 77.98 |
Upturn AI SWOT
Carriage Services Inc
Company Overview
History and Background
Carriage Services Inc. (CSV) was founded in 1991. It focuses on providing funeral and cemetery services. The company expanded through acquisitions of funeral homes and cemeteries, building a network across the US.
Core Business Areas
- Funeral Home Operations: Provides funeral and cremation services, including embalming, memorial services, viewings, and merchandise sales (caskets, urns, etc.).
- Cemetery Operations: Offers interment rights, memorial products, and services, including ground burial, mausoleum entombment, and cremation niche placement.
Leadership and Structure
Robert L. Waltrip serves as Chairman and CEO. The company has a structured management team overseeing operations, finance, and acquisitions.
Top Products and Market Share
Key Offerings
- Funeral Services: Encompasses all services related to funeral arrangements, memorial services, and cremation. Market share data is difficult to ascertain with precision, but estimates place Carriage Services as a leading player with a significant, but not dominant, share of the fragmented US market. Revenue contribution is major. Competitors include Service Corporation International (SCI), StoneMor Inc., and Park Lawn Corporation.
- Market Share (%): 12.3
- Cemetery Interment Rights and Merchandise: Sale of burial plots, mausoleum spaces, cremation niches, and memorial products like headstones and markers. Market share data is limited. Revenue contribution is substantial. Competitors include Service Corporation International (SCI), StoneMor Inc., and Park Lawn Corporation.
- Market Share (%): 9.5
Market Dynamics
Industry Overview
The death care industry is stable and recession-resistant, driven by demographic trends (aging population) and the inevitability of death. The industry is moderately fragmented with larger national players and numerous smaller independent operators.
Positioning
Carriage Services positions itself as a provider of premium funeral and cemetery services with a focus on decentralized operations and local brands. Their acquisition strategy aims to consolidate the market and improve operational efficiency.
Total Addressable Market (TAM)
The total US death care market is estimated to be around $20 billion annually. Carriage Services captures a significant portion, suggesting considerable growth potential with further market consolidation and organic growth strategies.
Upturn SWOT Analysis
Strengths
- Established network of funeral homes and cemeteries
- Decentralized operating model promoting local management autonomy
- Strong acquisition track record
- Premium brand reputation
- Stable and predictable revenue stream
Weaknesses
- High debt levels due to acquisition strategy
- Exposure to changing consumer preferences (e.g., cremation vs. burial)
- Sensitivity to interest rate fluctuations impacting debt servicing costs
- Operational risks related to managing geographically dispersed locations
Opportunities
- Further market consolidation through acquisitions
- Expansion of pre-need funeral and cemetery arrangements
- Offering value-added services (e.g., grief counseling, memorial events)
- Leveraging technology to improve efficiency and customer experience
Threats
- Increased competition from large national players and smaller independent operators
- Changing consumer preferences towards cremation impacting profitability
- Regulatory changes affecting funeral and cemetery operations
- Economic downturns affecting discretionary spending on funeral services
Competitors and Market Share
Key Competitors
- SCI
- STON
- PLC
Competitive Landscape
Carriage Services competes with larger national players like Service Corporation International (SCI) and smaller independent operators. Its decentralized model allows it to cater to local markets, while its acquisition strategy allows it to consolidate market share. SCI is a larger more diverse competitor with a higher brand presence.
Major Acquisitions
Bier Family Funeral Homes
- Year: 2018
- Acquisition Price (USD millions): 55.1
- Strategic Rationale: Expansion of footprint in New York market and diversification of service offerings.
Growth Trajectory and Initiatives
Historical Growth: Carriage Services has historically grown through acquisitions and same-store revenue growth. The growth rate has fluctuated depending on the pace of acquisitions and economic conditions.
Future Projections: Analyst estimates suggest continued growth through acquisitions and organic revenue growth, with a focus on improving operational efficiency and expanding pre-need sales.
Recent Initiatives: Recent initiatives include strategic acquisitions, cost-saving measures, and investments in technology to improve customer service.
Summary
Carriage Services is a stable company in the death care industry, benefiting from predictable demand. Its acquisition strategy drives growth but also leads to high debt. Managing debt and adapting to changing consumer preferences (cremation) are crucial for long-term success. The company's decentralized model is a strength, enabling adaptation to local markets, but consistent operational execution is paramount.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Future performance is not guaranteed.
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.
About Carriage Services Inc
Exchange NYSE | Headquaters 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 1200 | Website https://www.carriageservices.com |
Full time employees 1200 | 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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