CSV Stock Risk & Deep Value Analysis
Carriage Services Inc
Consumer Cyclical • Personal Services
DVR Score
out of 10
What You Need to Know About CSV Stock
We analyzed Carriage Services Inc using our deep value framework. Sign in to see our full verdict and DVR Score.
We ran CSV through our deep value framework — analyzing financial health, distress signals, competitive moat, and risk factors. Our risk assessment: Moderate. Here's what we found.
CSV Risk Analysis & Red Flags
Risk Matrix
Overall
Moderate
Financial
Medium
Market
Low
Competitive
Low
Execution
Medium
Regulatory
Low
Upcoming Risk Events
- 📅
Rising interest rates increasing debt servicing costs and acquisition funding
- 📅
Economic downturn impacting pre-need sales and discretionary funeral spending
- 📅
Increased cremation rates accelerating faster than adaptation strategies
- 📅
Litigation risks or negative publicity impacting local reputation
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What Does Carriage Services Inc (CSV) Do?
Market Cap
$661.77M
Sector
Consumer Cyclical
Industry
Personal Services
Employees
1,200
Carriage Services, Inc. provides funeral and cemetery services, and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment provides consultation services; funeral home facilities for visitation and memorial services; transportation services; removal and preparation of remains; cremation services; and related funeral merchandise, as well as engages in the sale of caskets and urns. The Cemetery Operations segment sells interment rights for grave sites, lawn crypts, mausoleum spaces, and niches; related cemetery merchandise, including memorial markers, outer burial containers, and monuments; and interments, inurnments, and installation of cemetery merchandise services. Carriage Services, Inc. was founded in 1991 and is based in Houston, Texas.
Visit Carriage Services Inc WebsiteInvestment Thesis
Carriage Services offers a stable, recession-resistant investment opportunity within the essential deathcare industry, supported by favorable long-term demographic trends, disciplined M&A, and consistent free cash flow generation. It is a value-oriented play for income and stability, rather than exponential growth.
Is CSV Stock Undervalued?
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CSV Price Targets & Strategy
12-Month Target
$47.00
Bull Case
$55.00
Bear Case
$38.00
Entry Strategy
Dollar-cost average on dips below $40.00, or establish a position at current levels if seeking income and long-term stability. Not suitable for aggressive growth investors.
Exit Strategy
Take profit on significant rallies above $50.00, particularly if debt concerns arise or acquisition pipeline weakens. Consider a stop loss around $37.00 to protect against major market downturns or operational missteps.
Portfolio Allocation
1-3% for conservative portfolios; not recommended for moderate or aggressive growth portfolios seeking 10x returns.
Price Targets & Strategy
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Is CSV Financially Healthy?
Valuation
P/E Ratio
13.60
Price/Book
2.73
Other
Dividend Yield
106.00%
Does CSV Have a Competitive Moat?
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🛡️ Narrow
Moat Trend
Stable
Moat Sources
3 Identified
The moat persists due to the local and personal nature of deathcare services, regulatory barriers to entry, and the high emotional and financial switching costs associated with established family preferences and pre-need arrangements. It's stable but not expanding significantly.
Moat Erosion Risks
- •Accelerating shift from traditional burials to lower-cost cremations
- •Aggressive pricing by local independent funeral homes
- •Erosion of local brand loyalty through negative reviews or service issues
CSV Competitive Moat Analysis
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CSV Market Intelligence
Sentiment & Insider Activity
Social Sentiment
Neutral
Institutional Sentiment
Neutral-Positive
Insider Activity (Form 4)
No significant trends observed recently; likely opportunistic small buys/sells.
Options Flow
Low volume, not indicating significant institutional directional bets.
Earnings Intelligence
Next Earnings
Estimated mid-May 2026
Surprise Probability
Medium
Historical Earnings Pattern
Typically experiences modest stock price movements (±2-5%) on earnings reports unless there are significant changes to guidance or material acquisition announcements. Tends to be less volatile than growth stocks.
Key Metrics to Watch
Competitive Position
Top Competitor
SCI
Market Share Trend
Stable to incrementally gaining through strategic acquisitions in fragmented local markets.
Valuation vs Peers
Generally trades at a comparable or slight discount to larger peers like Service Corporation International (SCI) on P/E and EV/EBITDA, reflecting its smaller scale and regional focus.
Competitive Advantages
- •Strong local brand recognition and community ties in acquired markets
- •Efficient scale and cost advantages in regional clusters of operations
- •High switching costs for pre-need cemetery sales and established family relationships
Market Intelligence
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What Could Drive CSV Stock Higher?
Near-Term (0-6 months)
- •Q1 2026 Earnings Report (Estimated mid-May 2026)
- •Announcement of new strategic acquisitions or divestitures
- •Dividend policy updates
Medium-Term (6-18 months)
- •Successful integration and synergy realization from recent acquisitions
- •Continued operational efficiency improvements leading to margin expansion
- •Reduction in net leverage post-acquisitions
Long-Term (18+ months)
- •Demographic tailwinds from an aging population in key markets
- •Further industry consolidation and market share gains through M&A
- •Consistent free cash flow generation for shareholder returns
Catalysts & Growth Drivers
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What's the Bull Case for CSV?
- ✓
Sustained organic revenue growth above industry average
- ✓
Improvement in adjusted EBITDA margins and free cash flow conversion
- ✓
Responsible management of debt levels and successful integration of new acquisitions
Bull Case Analysis
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Competing with CSV
See how Carriage Services Inc compares to related companies
| Company | Market Cap | DVR Score | P/E | Revenue | Profit Margin | Rev Growth | |
|---|---|---|---|---|---|---|---|
Carriage Services Inc CSV | $661.8M | 1.2 | 13.6 | — | — | — | |
Amazon.com Inc AMZN | — | 1.8 | — | — | — | — | Compare → |
Home Depot Inc HD | — | 0.5 | — | — | — | — | Compare → |
Service Corporation International SCI | — | 0.5 | — | — | — | — | Compare → |
Tesla Inc TSLA | $1.1T | 4.0 | 152.0 | $91.0B | 3.4% | -3.2% | Compare → |
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FAQ
What is the DVR Score for Carriage Services Inc (CSV)?
As of March 20, 2026, Carriage Services Inc has a DVR Score of 1.2 out of 10, placing it in the "Distressed" category. This score is generated by our AI-powered deep value analysis framework that evaluates growth potential, financial health, competitive moat, and risk factors.
What is the market capitalization of Carriage Services Inc?
Carriage Services Inc's market capitalization is approximately $661.8M. The company operates in the Consumer Cyclical sector within the Personal Services industry.
What ticker symbol does Carriage Services Inc use?
CSV is the ticker symbol for Carriage Services Inc. The company trades on the NYQ.
What is the risk level for CSV stock?
Our analysis rates Carriage Services Inc's overall risk as Moderate. This assessment considers execution risk, market risk, financial risk, competitive risk, and regulatory risk. For a full breakdown, see the risk analysis section above.
What is the P/E ratio of CSV?
Carriage Services Inc currently has a price-to-earnings (P/E) ratio of 13.6. This is below the market average, which could indicate the stock is undervalued or facing headwinds.
Does Carriage Services Inc pay a dividend?
Yes, Carriage Services Inc pays a dividend with a current yield of approximately 106.00%.
How often is the CSV DVR analysis updated?
Our AI-powered analysis of Carriage Services Inc is refreshed regularly to incorporate the latest financial data, market conditions, and news. The most recent update was on March 20, 2026.
Important Disclaimer – Not Financial Advice
Deep Value Reports is an independent research platform for educational and informational purposes only. We are not financial advisors, investment advisors, or licensed professionals. The analysis, scores, and information provided on this page for CSV (Carriage Services Inc) should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.
All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research, consider your financial situation, and consult with a qualified financial advisor before making any investment decisions.