CARRIAGE SERVICES INC · Personal Services

CSV

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The short version

A profitable company with steady sales. Institutions are adding.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
High return on equity: 22%

Watch out for

High debt: 2.07x equity

Money moves

No insider buying or selling in the last 30 days
Institutions added 8% to their holdings in the quarter ending June 2026 (83 bought, 66 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$35.12-1.0% that day

Company value: $558M; Share price times all shares
Price vs profit (P/E): 12.5x; You pay about $13 for each $1 of yearly profit
Price vs sales: 1.3x; Company value is 1.3 times a year of sales
Dividend yield: 1.3%; Yearly dividend as a share of today's price
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 95%; Debt as a share of company value

From CSV's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$102.9M+0.8% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $417.3M, up 2.4% from the 12 months before. Over 5 years, sales grew about 4.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CSV. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +2.4% a yearProfit margin11%Last 12 months: 10.7%P/E at the end13xToday: 12.5x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$461M

Profit in 5 years$51M

Price these guesses point to$41.48+18% vs $35.12 todayAbout +3.4% a year, before dividends

What today's price needs: with a 11% margin and a 13x P/E, sales could shrink about 1.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.22.2%
MissDebt under half of equityNot relying on borrowed money.2.07x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.3%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$40.1M
PassShare count not growingNot diluting owners. Falling means buybacks.-0.5% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.35.1%

Revenue: $417.4M; +3.3% vs prior year
5-year growth: +4.8%/yr; revenue, per year
Total debt: $528.3M; 2.07x equity
Current ratio: 0.98x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.