Carriage Services Stock Performance

CSV Stock  USD 41.50  0.80  1.89%   
The firm shows a Beta (market volatility) of 0.96, which signifies possible diversification benefits within a given portfolio. Carriage Services returns are very sensitive to returns on the market. As the market goes up or down, Carriage Services is expected to follow. At this point, Carriage Services has a negative expected return of -0.19%. Please make sure to confirm Carriage Services' total risk alpha, kurtosis, as well as the relationship between the Kurtosis and market facilitation index , to decide if Carriage Services performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Carriage Services has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Stock's basic indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the venture sophisticated investors. ...more

Actual Historical Performance (%)

One Day Return
(1.89)
Five Day Return
(1.47)
Ten Year Return
77.12
All Time Return
151.52
Forward Dividend Yield
0.0108
Payout Ratio
0.1466
Forward Dividend Rate
0.45
Dividend Date
2025-12-01
Ex Dividend Date
2025-11-03
1
Carriage Services Tops Q3 Earnings and Revenue Estimates
11/06/2025
2
Will Carriage Services Inc. stock sustain dividend payouts - July 2025 Drop Watch Advanced Technical Signal Analysis - newser.com
11/18/2025
3
Will Carriage Services Inc. stock profit from automation wave - July 2025 Institutional Verified Trade Idea Suggestions - newser.com
11/21/2025
 
Carriage Services dividend paid on 1st of December 2025
12/01/2025
4
Carriage Services Outperform Rating Reiterated at Barrington Research - MarketBeat
12/02/2025
5
CSV FY2026 EPS Estimate Decreased by Barrington Research - MarketBeat
12/04/2025
6
Carriage Services, Inc. CSV Stock Holdings Lessened by Maven Securities LTD
12/10/2025
7
Carriage Services, Inc. Receives Average Recommendation of Moderate Buy from Analysts - MarketBeat
12/16/2025
8
Assenagon Asset Management S.A. Takes Position in Carriage Services, Inc. CSV - MarketBeat
12/23/2025
9
Carriage Services Announces Earnings Results
12/31/2025
Begin Period Cash Flow1.5 M
Total Cashflows From Investing Activities-3.6 M

Carriage Services Relative Risk vs. Return Landscape

If you would invest  4,715  in Carriage Services on October 6, 2025 and sell it today you would lose (565.00) from holding Carriage Services or give up 11.98% of portfolio value over 90 days. Carriage Services is generating negative expected returns assuming volatility of 1.3634% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Carriage, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Carriage Services is expected to under-perform the market. In addition to that, the company is 1.88 times more volatile than its market benchmark. It trades about -0.14 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of volatility.

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 = -0.1417

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Based on monthly moving average Carriage Services is not performing at its full potential. However, 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 Carriage Services 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.

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 ReportedProjected for Next Year
Days Of Inventory On Hand 12.75  12.11 
Return On Tangible Assets 0.04  0.04 
Return On Capital Employed 0.06  0.04 
Return On Assets 0.02  0.02 
Return On Equity 0.14  0.15 

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 generated a negative expected return over the last 90 days
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. Note however, debt could still be an excellent tool for Carriage to invest in growth at high rates of return.
Over 80.0% of Carriage Services shares are held by institutions such as insurance companies
On 1st of December 2025 Carriage Services paid $ 0.1125 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: Carriage Services Announces Earnings Results
Evaluating Carriage Services' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Carriage Services' stock performance include:
  • 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.
It's essential to remember that evaluating Carriage Services' stock performance is not an exact science, and many factors can impact Carriage Services' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.