CSV
CARRIAGE SERVICES INC
Next earnings Aug 4, 2026 · consensus $0.82 EPS, $110M rev
Last earnings -1.9% on 2026-05-06
$39.08
▲ +4.55%$39.08▼ -9.82%
over 1Y
L $37.32EODHDH $51.53
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+4.5%
1W+2.1%
1M-9.7%
3M-12.2%
YTD-5.4%
1Y-9.8%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 9 analysts
Buy
Healthy net margin (12.3%); but high leverage (liabilities/equity 4.3x).
The read
Middling fundamentals offset by an attractive price (~216% below fair value) — worth a look on the value angle.
CARRIAGE SERVICES INC shows $417M in FY2025 revenue (+3.3% YoY), a 12.3% net margin, and 20.2% ROE.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $376M | $370M | $383M | $404M | $417M |
| Gross profit | $130M | $119M | $124M | $143M | $147M |
| Operating income | $93.7M | $79.7M | $81.0M | $81.8M | $97.7M |
| Net income | $33.2M | $41.4M | $33.4M | $33.0M | $51.5M |
| Diluted EPS | $1.81 | $2.63 | $2.14 | $2.10 | $3.25 |
| Net margin | 8.8% | 11.2% | 8.7% | 8.2% | 12.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$620M
EV / EBITDA5.1
EV / Sales1.5
EV / FCF15.5
P / FCF15.4
PEG (trailing)0.21
Earnings yield8.4%
FCF yield6.5%
Quality & risk
ROIC (est.)29.6%
Free cash flow$40.1M
Total debt$6.19M
Net cash-$4.50M
Altman Z-Score1.19 distress
Piotroski F-Score5/9
Capital returns
Buyback yield0.0%
Dividend yield (est.)1.1%
Shareholder yield1.1%
Shares Δ YoY+0.6%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗8-KPeriod ending 2026-05-142026-05-14open ↗10-QPeriod ending 2026-03-312026-05-07open ↗8-KPeriod ending 2026-05-062026-05-06open ↗424B5Filing2026-05-06open ↗S-3ASRFiling2026-04-27open ↗4Period ending 2026-03-312026-04-02open ↗4Period ending 2026-03-312026-04-02open ↗4Period ending 2026-03-312026-04-02open ↗4Period ending 2026-03-312026-04-02open ↗ARSPeriod ending 2025-12-312026-03-27open ↗DEFA14AFiling2026-03-27open ↗DEF 14APeriod ending 2026-05-122026-03-27open ↗
Frequently asked
- Is CARRIAGE SERVICES INC (CSV) a buy?
- CSV currently carries a Hold rating with 2/5 conviction, derived from its latest SEC filings. Healthy net margin (12.3%); but high leverage (liabilities/equity 4.3x).
- What is CSV's fair value?
- A Modified-Graham model based on CSV's SEC fundamentals estimates a fair value of about $123.50. It is an estimate from reported earnings, not a price target.
- Is CSV overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, CSV currently appears undervalued relative to its SEC-grounded earnings power.
- What is CARRIAGE SERVICES INC's quality score?
- CSV scores 77.33333333333333/100 (grade B+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001016281, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 8:07:59 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.