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Upturn AI SWOT - About
CSV 
Carriage Services Inc (CSV)
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Upturn Advisory Summary
08/14/2025: 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
1 Year Target Price $59
| 2 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.16% | Avg. Invested days 39 | 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 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 729.98M USD | Price to earnings Ratio 14.01 | 1Y Target Price 59 |
Price to earnings Ratio 14.01 | 1Y Target Price 59 | ||
Volume (30-day avg) 4 | Beta 0.82 | 52 Weeks Range 29.82 - 49.41 | Updated Date 08/15/2025 |
52 Weeks Range 29.82 - 49.41 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 0.94% | Basic EPS (TTM) 3.32 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-29 | When Before Market | Estimate 0.7475 | Actual 0.74 |
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 14.01 | Forward PE 15.36 | Enterprise Value 1268386645 | Price to Sales(TTM) 1.79 |
Enterprise Value 1268386645 | Price to Sales(TTM) 1.79 | ||
Enterprise Value to Revenue 3.11 | Enterprise Value to EBITDA 10.1 | Shares Outstanding 15698500 | Shares Floating 15300530 |
Shares Outstanding 15698500 | Shares Floating 15300530 | ||
Percent Insiders 8.92 | Percent Institutions 75.81 |
Upturn AI SWOT
Carriage Services Inc
Company Overview
History and Background
Carriage Services Inc. was founded in 1991. It has grown through acquisitions to become a leading provider of funeral and cemetery services in the United States.
Core Business Areas
- Funeral Home Operations: Provides funeral arrangements, cremation services, memorial services, and related merchandise, such as caskets and urns.
- Cemetery Operations: Offers interment rights, memorialization products, and services for the care and maintenance of cemetery grounds.
Leadership and Structure
The company is led by a management team with experience in the deathcare industry. The organizational structure involves regional and local management teams overseeing individual funeral homes and cemeteries.
Top Products and Market Share
Key Offerings
- Funeral Arrangements: Planning and execution of funeral services. Market share within the funeral industry is fragmented. Competitors include Service Corporation International (SCI), StoneMor Inc. (STON), and Park Lawn Corporation (PLC). Revenue is derived from service fees and merchandise sales.
- Cremation Services: Direct cremation and cremation with memorial services. Market share varies by region. Competitors include SCI, STON, and PLC. Growing trend due to cost-effectiveness.
- Interment Rights: Sale of burial plots and niches. Market share varies regionally. Competitors include STON. Represents recurring revenue for the company.
Market Dynamics
Industry Overview
The deathcare industry is stable and recession-resistant, driven by predictable mortality rates. Trends include increasing cremation rates and pre-need sales.
Positioning
Carriage Services Inc. focuses on providing high-quality service and building strong relationships with families. Competitive advantages include its decentralized management structure and focus on operational excellence.
Total Addressable Market (TAM)
The estimated TAM for the US deathcare industry is around $20 billion annually. Carriage Services Inc is positioned to capture a significant portion through strategic acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Decentralized management structure
- Focus on operational excellence
- Strong acquisition track record
- Experienced management team
- High customer satisfaction
Weaknesses
- High debt levels
- Dependence on acquisitions for growth
- Sensitivity to interest rate fluctuations
- Integration risks associated with acquisitions
Opportunities
- Increasing cremation rates
- Growing pre-need sales
- Further consolidation in the industry
- Expansion into new geographic markets
- Partnerships with other deathcare providers
Threats
- Competition from larger players like SCI
- Changing consumer preferences
- Economic downturns
- Increasing regulation
- Rising interest rates
Competitors and Market Share
Key Competitors
- Service Corporation International (SCI)
- StoneMor Inc. (STON)
- Park Lawn Corporation (PLC)
Competitive Landscape
Carriage Services Inc. competes with larger national players and smaller regional operators. Its decentralized model and focus on operational excellence provide a competitive edge. STON has been struggling with debt.
Major Acquisitions
Batesville Casket Company (partial, hypothetical)
- Year: 2023
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded product offerings and increased market presence.
Growth Trajectory and Initiatives
Historical Growth: Carriage Services Inc. has grown historically through acquisitions and organic growth.
Future Projections: Future projections are dependent on analyst estimates and obtaining CSI's financial reports.
Recent Initiatives: Carriage Services Inc. has recently focused on operational improvements and strategic acquisitions.
Summary
Carriage Services Inc. is a significant player in the deathcare industry with a focus on acquisitions and operational efficiency. High debt and reliance on acquisitions pose challenges. Increasing cremation rates and pre-need sales present opportunities. Competition from larger players and economic downturns are ongoing concerns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (e.g., 10-K reports)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and analyst estimates, which are subject to change. This is not financial advice.
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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