Carriage Services Stock Performance
| CSV Stock | USD 40.65 1.44 3.67% |
On a scale of 0 to 100, Carriage Services holds a performance score of 12. The firm shows a Beta (market volatility) of 0.56, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carriage Services' returns are expected to increase less than the market. However, during the bear market, the loss of holding Carriage Services is expected to be smaller as well. Please check Carriage Services' value at risk, as well as the relationship between the kurtosis and price action indicator , to make a quick decision on whether Carriage Services' price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Carriage Services are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating basic indicators, Carriage Services showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.44 | Five Day Return 4.48 | Year To Date Return 61.53 | Ten Year Return 106.94 | All Time Return 145.82 |
Forward Dividend Yield 0.0115 | Payout Ratio 0.1613 | Forward Dividend Rate 0.45 | Dividend Date 2024-12-02 | Ex Dividend Date 2024-11-04 |
| Carriage Services dividend paid on 3rd of September 2024 | 09/03/2024 |
1 | Disposition of 463 shares by Adeola Olaniyan of Carriage Services at 25.58 subject to Rule 16b-3 | 09/05/2024 |
2 | Acquisition by Brudnicki Greg M of 152 shares of Carriage Services at 32.83 subject to Rule 16b-3 | 09/30/2024 |
3 | Acquisition by Fargason Charles of 1370 shares of Carriage Services at 32.83 subject to Rule 16b-3 | 10/02/2024 |
4 | Q2 2024 Carriage Services Inc Earnings Call Transcript | 10/09/2024 |
5 | Disposition of 14000 shares by Melvin Payne of Carriage Services at 27.42 subject to Rule 16b-3 | 10/16/2024 |
6 | Carriage Q3 2024 Earnings Preview | 10/29/2024 |
7 | Carriage Non-GAAP EPS of 0.64, revenue of 100.7M | 10/30/2024 |
8 | Earnings call Carriage Services posts strong Q3 results, raises guidance | 11/01/2024 |
9 | Carriage services Sr. VP Elliott sells shares worth 188,900 | 11/06/2024 |
10 | Carriage Services, Inc. VP Paul Donald Elliott Sells 5,000 Shares | 11/07/2024 |
11 | Does Carriage Services Have the Potential to Rally 25.3 percent as Wall Street Analysts Expect | 11/14/2024 |
| Begin Period Cash Flow | 1.2 M |
Carriage |
Carriage Services Relative Risk vs. Return Landscape
If you would invest 3,278 in Carriage Services on August 28, 2024 and sell it today you would earn a total of 787.00 from holding Carriage Services or generate 24.01% return on investment over 90 days. Carriage Services is generating 0.366% of daily returns assuming volatility of 2.2675% on return distribution over 90 days investment horizon. In other words, 20% of stocks are less volatile than Carriage, and above 93% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Carriage Services Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carriage Services' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carriage Services, and traders can use it to determine the average amount a Carriage Services' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1614
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Estimated Market Risk
| 2.27 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.37 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Carriage Services is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carriage Services by adding it to a well-diversified portfolio.
Carriage Services Fundamentals Growth
Carriage Stock prices reflect investors' perceptions of the future prospects and financial health of Carriage Services, and Carriage Services fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carriage Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0429 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 1.16 B | ||||
| Shares Outstanding | 15.22 M | ||||
| Price To Earning | 13.01 X | ||||
| Price To Book | 3.01 X | ||||
| Price To Sales | 1.47 X | ||||
| Revenue | 382.52 M | ||||
| Gross Profit | 132.54 M | ||||
| EBITDA | 103.94 M | ||||
| Net Income | 33.11 M | ||||
| Cash And Equivalents | 1.17 M | ||||
| Cash Per Share | 0.06 X | ||||
| Total Debt | 604.63 M | ||||
| Debt To Equity | 4.59 % | ||||
| Current Ratio | 0.73 X | ||||
| Book Value Per Share | 13.02 X | ||||
| Cash Flow From Operations | 75.59 M | ||||
| Earnings Per Share | 2.23 X | ||||
| Market Capitalization | 596.9 M | ||||
| Total Asset | 1.27 B | ||||
| Retained Earnings | 210.26 M | ||||
| Working Capital | (9.35 M) | ||||
| Current Asset | 33.76 M | ||||
| Current Liabilities | 37.22 M | ||||
About Carriage Services Performance
Evaluating Carriage Services' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carriage Services has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carriage Services has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 11.80 | 11.21 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.07 | 0.04 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.19 | 0.20 |
Things to note about Carriage Services performance evaluation
Checking the ongoing alerts about Carriage Services for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carriage Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carriage Services has 604.63 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. Note however, debt could still be an excellent tool for Carriage to invest in growth at high rates of return. | |
| About 70.0% of Carriage Services shares are held by institutions such as insurance companies | |
| Latest headline from zacks.com: Does Carriage Services Have the Potential to Rally 25.3 percent as Wall Street Analysts Expect |
- Analyzing Carriage Services' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carriage Services' stock is overvalued or undervalued compared to its peers.
- Examining Carriage Services' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carriage Services' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carriage Services' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carriage Services' stock. These opinions can provide insight into Carriage Services' potential for growth and whether the stock is currently undervalued or overvalued.
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.