Carriage Services Stock Market Outlook
| CSV Stock | USD 43.16 0.21 0.48% |
Slightly above 55% of Carriage Services' investor base is interested to short. The analysis of overall sentiment of trading Carriage Services stock suggests that many investors are impartial at this time. Carriage Services' investing sentiment can be driven by a variety of factors including economic data, Carriage Services' earnings reports, geopolitical events, and overall market trends.
Comfort Level 45
Impartial
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Carriage Services' input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Carriage Services.
News SentimentBullish | Hype SentimentBearish | Insider SentimentDisposing |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Carriage Services is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Carriage Services given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Carriage Services, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Carriage Services Advice
The Carriage recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Carriage Services. Macroaxis does not own or have any residual interests in Carriage Services or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carriage Services' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Mild | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
For the selected time horizon Carriage Services has a Risk Adjusted Performance of 0.0535, Jensen Alpha of 0.0257, Total Risk Alpha of (0.03), Sortino Ratio of 0.0059 and Treynor Ratio of 0.0974Carriage Services advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Carriage Services is not overpriced, please confirm all Carriage Services fundamentals, including its revenue, earnings per share, five year return, as well as the relationship between the total debt and total asset . Given that Carriage Services has a price to earning of 13.01 X, we suggest you to validate Carriage Services market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.
Carriage Services Trading Alerts and Improvement Suggestions
| Carriage Services has 560.87 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. That said, strategic use of leverage may enable Carriage to fund expansion initiatives and generate superior returns. | |
| Over 77.0% of Carriage Services shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Ethan Allen Interiors reports workforce reductions over past year |
Carriage Services Returns Distribution Density
The distribution of Carriage Services' historical returns is an attempt to chart the uncertainty of Carriage Services' future price movements. The chart of the probability distribution of Carriage Services daily returns describes the distribution of returns around its average expected value. We use Carriage Services price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carriage Services returns is essential to provide solid investment analysis for Carriage Services.
| Mean Return | 0.08 | Value At Risk | -1.79 | Potential Upside | 2.50 | Standard Deviation | 1.24 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carriage Services historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Carriage Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Carriage Services, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Carriage Services back and forth among themselves.
| Shares | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 187.8 K | Arrowstreet Capital Limited Partnership | 2025-06-30 | 186 K | Allspring Global Investments Holdings, Llc | 2025-06-30 | 153.6 K | Manatuck Hill Partners Llc | 2025-06-30 | 145 K | Rbf Llc | 2025-06-30 | 143.4 K | Nicholas Company Inc | 2025-06-30 | 133.2 K | Punch & Associates Inv Mgmt Inc | 2025-06-30 | 132.7 K | Bank Of New York Mellon Corp | 2025-06-30 | 121.3 K | Kennedy Capital Management Inc | 2025-06-30 | 113.3 K | Fmr Inc | 2025-06-30 | 2.4 M | Blackrock Inc | 2025-06-30 | 1 M |
Carriage Services Cash Flow Accounts
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Change To Inventory | (4.4M) | 2.3M | (72K) | 1.1M | 1.2M | 1.3M | |
| Change In Cash | 259K | 22K | 353K | (358K) | (322.2K) | (306.1K) | |
| Free Cash Flow | 59.4M | 34.9M | 13.1M | 35.9M | 41.3M | 43.3M | |
| Depreciation | 21.8M | 21.1M | 22.5M | 24.2M | 27.9M | 15.3M | |
| Other Non Cash Items | 27.5M | 2.5M | 3.7M | 6.7M | 6.0M | 8.8M | |
| Dividends Paid | 7.3M | 6.8M | (6.7M) | (6.8M) | (7.8M) | (7.4M) | |
| Capital Expenditures | 24.9M | 26.1M | 62.5M | 16.1M | 14.5M | 19.3M | |
| Net Income | 33.2M | 41.4M | 33.4M | 33.0M | 37.9M | 39.8M | |
| End Period Cash Flow | 1.1M | 1.2M | 1.5M | 1.2M | 1.0M | 996.1K | |
| Change Receivables | (5.8M) | (4.3M) | (4.1M) | (5.4M) | (4.8M) | (5.1M) | |
| Net Borrowings | 78.5M | 35.3M | (12.8M) | (43.2M) | (38.8M) | (36.9M) | |
| Change To Netincome | 19.1M | 32.0M | 31.7M | 13.9M | 16.0M | 15.0M | |
| Investments | (12.5M) | (52.5M) | (83.2M) | (3.6M) | (4.2M) | (4.4M) |
Carriage Services Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carriage Services or Diversified Consumer Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carriage Services' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carriage stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.69 | |
σ | Overall volatility | 1.27 | |
Ir | Information ratio | 0.01 |
Carriage Services Volatility Alert
Carriage Services has relatively low volatility with skewness of 0.25 and kurtosis of -0.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carriage Services' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carriage Services' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carriage Services Fundamentals Vs Peers
Comparing Carriage Services' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carriage Services' direct or indirect competition across all of the common fundamentals between Carriage Services and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carriage Services or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carriage Services' fundamental indicators could also be used in its relative valuation, which is a method of valuing Carriage Services by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carriage Services to competition |
| Fundamentals | Carriage Services | Peer Average |
| Return On Equity | 0.22 | -0.31 |
| Return On Asset | 0.0456 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.23 % | (5.51) % |
| Current Valuation | 1.24 B | 16.62 B |
| Shares Outstanding | 15.75 M | 571.82 M |
| Shares Owned By Insiders | 8.50 % | 10.09 % |
| Shares Owned By Institutions | 76.88 % | 39.21 % |
| Number Of Shares Shorted | 327.1 K | 4.71 M |
| Price To Earning | 13.01 X | 28.72 X |
| Price To Book | 2.82 X | 9.51 X |
| Price To Sales | 1.67 X | 11.42 X |
| Revenue | 404.2 M | 9.43 B |
| Gross Profit | 156.95 M | 27.38 B |
| EBITDA | 81.8 M | 3.9 B |
| Net Income | 32.95 M | 570.98 M |
| Cash And Equivalents | 1.17 M | 2.7 B |
| Cash Per Share | 0.06 X | 5.01 X |
| Total Debt | 560.87 M | 5.32 B |
| Debt To Equity | 4.59 % | 48.70 % |
| Current Ratio | 0.73 X | 2.16 X |
| Book Value Per Share | 15.38 X | 1.93 K |
| Cash Flow From Operations | 52 M | 971.22 M |
| Short Ratio | 4.00 X | 4.00 X |
| Earnings Per Share | 3.09 X | 3.12 X |
| Price To Earnings To Growth | 0.84 X | 4.89 X |
| Target Price | 60.0 | |
| Number Of Employees | 1.2 K | 18.84 K |
| Beta | 0.95 | -0.15 |
| Market Capitalization | 682.87 M | 19.03 B |
| Total Asset | 1.28 B | 29.47 B |
| Retained Earnings | 243.21 M | 9.33 B |
| Working Capital | (13.51 M) | 1.48 B |
Note: Insider Trading [view details]
Carriage Services Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carriage . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 2980.35 | |||
| Daily Balance Of Power | (0.15) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 43.58 | |||
| Day Typical Price | 43.44 | |||
| Price Action Indicator | (0.53) | |||
| Period Momentum Indicator | (0.21) |
About Carriage Services Buy or Sell Advice
When is the right time to buy or sell Carriage Services? Buying financial instruments such as Carriage Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Carriage Services in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Diversified Assets
Pablicly traded close-end funds and other entities backed by different types of diversified investments. The Diversified Assets theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Diversified Assets Theme or any other thematic opportunities.
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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.