YOLFTbeta
Carriage Services Inc

Carriage Services Inc

CSV · NYSE · Consumer Cyclical / Personal Services

28.25USD+0.35 (+1.25%)

Price History

Full chart

Market Stats

Previous Close27.90
Open28.20
Day Range27.90 – 28.55
52-Week Range30.11 – 51.84
Volume357.50K
Market Cap507.92M
P/E (TTM)11.38
Forward P/E8.62
EPS2.81
Dividend Yield1.42%
Beta0.78
50-Day Avg35.36
200-Day Avg41.28

About

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.

Company Details

  • SectorConsumer Cyclical
  • IndustryPersonal Services
  • CEOMr. Carlos R. Quezada
  • Employees1.25K
  • Headquarters3040 Post Oak Boulevard, Houston, TX, United States, 77056, USA
  • Websitehttps://www.carriageservices.com

Leadership

  • Mr. Carlos R. QuezadaCEO & Vice Chairman · b. 1971
  • Mr. Steven D. Metzger J.D.President & COO · b. 1979
  • Mr. John EnwrightSenior VP, CFO & Treasurer · b. 1973
  • Ms. Kathryn ShanleyChief Accounting Officer · b. 1969
  • Mr. Sam A. Mazzu IIIVice President of General Counsel and Secretary · b. 1981
  • Mr. Shane T. PudenzVice President Of Sales · b. 1991
  • Mr. Alfred WhiteVice President of Marketing
  • Mr. Christopher ManceauxSenior VP & Regional Partner · b. 1971
  • Mr. Jeremy WeaverDirector of Operations Support of the East Region

Financials

Income Statement

Currency: USD1996-12-311997-12-311998-12-311999-12-312000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue40.30M77.40M116.80M168.50M162.61M162.49M154.18M150.82M150.21M155.03M151.09M167.82M176.93M177.63M184.95M190.64M204.15M213.96M226.12M242.50M248.20M258.14M267.99M274.11M329.45M375.89M370.17M382.52M404.20M417.44M
Growth (%)-+92.06%+50.90%+44.26%-3.50%-0.07%-5.12%-2.17%-0.41%+3.21%-2.55%+11.08%+5.42%+0.40%+4.12%+3.08%+7.09%+4.80%+5.69%+7.24%+2.35%+4.00%+3.82%+2.28%+20.19%+14.10%-1.52%+3.34%+5.67%+3.28%
Cost of Revenue29.60M50.20M71.10M105.00M109.02M122.20M111.09M112.13M111.90M117.77M117.03M122.02M133.88M131.51M137.50M138.33M142.27M149.58M156.12M164.99M168.55M181.34M192.04M194.52M223.53M246.37M250.95M258.23M260.81M270.76M
Gross Profit10.70M27.20M45.70M63.50M53.58M40.30M43.09M38.69M38.30M37.27M34.05M45.80M43.04M46.12M47.45M52.30M61.88M64.38M70.01M77.51M79.65M76.80M75.95M79.58M105.92M129.52M119.23M124.30M143.39M146.68M
Gross Margin26.55%35.14%39.13%37.69%32.95%24.80%27.95%25.66%25.50%24.04%22.54%27.29%24.33%25.96%25.65%27.44%30.31%30.09%30.96%31.96%32.09%29.75%28.34%29.03%32.15%34.46%32.21%32.49%35.48%35.14%
Operating Expense6.10M13.10M19.00M26.30M31.66M8.70M10.84M10.28M11.16M11.56M56.85M16.02M18.11M16.00M16.81M22.76M23.46M27.38M30.29M28.86M29.45M27.86M32.64M27.30M48.70M35.86M39.50M43.32M61.59M48.65M
Operating Income4.60M14.10M26.70M37.20M21.92M31.60M32.25M28.41M27.14M25.70M-22.79M29.79M24.93M30.11M30.64M29.55M38.42M37.00M39.72M48.65M50.20M48.94M43.31M52.29M57.23M93.66M79.73M80.98M81.80M98.03M
Operating Margin11.41%18.22%22.86%22.08%13.48%19.45%20.92%18.84%18.07%16.58%-15.09%17.75%14.09%16.95%16.57%15.50%18.82%17.29%17.56%20.06%20.23%18.96%16.16%19.08%17.37%24.92%21.54%21.17%20.24%23.48%
EBITDA8.20M21.90M38.10M54.20M43.33M48.56M43.35M36.62M37.53M34.85M-13.39M40.46M32.23M40.68M41.69M40.06M46.40M48.73M52.23M66.34M56.89M66.04M59.00M65.95M78.06M91.57M103.04M103.94M106.40M124.34M
EBITDA Margin20.35%28.29%32.62%32.17%26.65%29.89%28.12%24.28%24.98%22.48%-8.86%24.11%18.22%22.90%22.54%21.01%22.73%22.78%23.10%27.36%22.92%25.58%22.01%24.06%23.69%24.36%27.84%27.17%26.32%29.79%
Net Income-300.00K4.30M9.50M10.70M-132.00M9.00M20.28M6.63M9.23M891.00K-1.42M8.28M258.00K7.05M8.08M6.98M11.40M19.30M15.84M20.85M19.58M37.19M11.64M14.53M16.09M33.16M41.38M33.41M32.95M51.51M
Net Income Margin-0.74%5.56%8.13%6.35%-81.18%5.54%13.15%4.39%6.15%0.57%-0.94%4.93%0.15%3.97%4.37%3.66%5.59%9.02%7.00%8.60%7.89%14.41%4.35%5.30%4.88%8.82%11.18%8.73%8.15%12.34%
R&D---------------00000000-------
R&D as % of Total Revenue---------------0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-------
Interest Expense00000013.05M11.07M17.06M18.71M18.51M18.34M18.33M18.27M18.26M18.30M17.10M12.62M12.76M14.01M15.61M17.28M23.30M25.76M32.73M25.46M25.89M36.27M32.08M28.36M
Interest Expense % of Total Revenue0.00%0.00%0.00%0.00%0.00%0.00%8.47%7.34%11.36%12.07%12.25%10.93%10.36%10.29%9.87%9.60%8.38%5.90%5.64%5.78%6.29%6.69%8.69%9.40%9.94%6.77%7.00%9.48%7.94%6.79%

Balance Sheet

Currency: USD1996-12-311997-12-311998-12-311999-12-312000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets131.30M277.90M466.10M539.60M710.28M672.11M703.75M699.61M565.16M570.64M565.00M610.81M560.29M619.30M671.01M672.78M738.09M746.60M827.53M837.35M885.07M921.53M917.50M1.13B1.15B1.18B1.19B1.27B1.28B1.35B
Total Liabilities57.00M165.30M264.00M236.50M541.95M590.33M605.26M593.68M448.72M441.15M437.43M338.20M456.78M511.08M551.34M546.00M603.07M590.63M647.65M679.76M707.08M723.88M696.01M903.19M905.32M1.05B1.06B1.09B1.07B1.09B
Total Equity74.30M112.60M202.10M303.10M168.34M81.58M98.09M105.93M116.44M96.37M96.37M106.90M103.51M108.22M119.67M126.78M135.02M155.97M179.88M157.59M177.99M197.66M221.49M226.57M240.50M128.01M137.13M173.06M208.55M254.78M
Cash1.70M6.10M2.90M2.50M3.21M2.74M2.70M2.02M1.95M7.95M22.82M3.45M5.01M3.62M1.28M1.14M1.70M1.38M413.00K535.00K3.29M952.00K644.00K716.00K889.00K1.15M1.17M1.52M1.17M1.69M
Total Debt44.40M128.30M222.60M187.70M185.20M156.09M149.09M135.48M214.93M235.17M233.93M232.66M231.48M230.62M137.27M229.55M268.54M249.52M279.87M329.56M339.90M360.21M366.38M519.79M478.32M578.93M612.75M604.63M560.87M563.05M
Net Debt42.70M122.20M219.70M185.20M181.99M153.34M146.39M133.46M212.99M227.22M211.11M229.22M226.47M227.01M135.99M228.42M266.84M248.15M279.45M329.03M336.61M359.25M365.74M519.08M477.43M577.78M611.58M603.11M559.70M561.36M

Cash Flow

Currency: USD1996-12-311997-12-311998-12-311999-12-312000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow300.00K9.70M6.60M17.00M16.93M27.75M18.95M14.68M24.20M1.74M18.18M19.57M19.65M16.09M25.68M31.16M25.76M39.84M36.56M51.49M50.03M45.23M48.99M36.82M82.92M84.25M61.02M75.59M52.00M60.69M
Investing Cash Flow-46.00M-74.80M-153.50M-66.70M-8.25M6.82M-6.01M-1.79M-1.29M-24.20M-1.74M-38.82M-11.85M-12.40M-29.27M-29.22M-54.97M-20.21M-79.36M-45.48M-45.27M-39.46M-51.50M-158.89M-34.42M-12.54M-52.49M-57.00M-3.64M-35.17M
Financing Cash Flow39.80M69.50M143.60M49.40M-7.98M-35.03M-12.98M-13.57M-22.98M28.46M-1.57M-123.00K-6.24M-5.08M1.25M-2.08M29.77M-19.95M41.83M-5.88M-2.01M-8.10M2.19M117.14M-48.32M-71.45M-8.51M-18.23M-48.72M-25.00M
Capital Expenditure47.00M74.80M153.50M66.70M10.55M5.05M6.03M6.13M5.76M8.21M6.39M11.65M12.88M9.37M10.22M10.64M10.44M10.70M23.68M35.82M23.10M16.39M13.53M15.38M15.20M24.88M26.08M62.54M16.10M79.65M
Free Cash Flow-46.70M-65.10M-146.90M-49.70M6.38M22.70M12.91M8.55M18.44M-6.47M11.80M7.92M6.78M6.72M15.46M20.51M15.32M29.15M12.89M15.66M26.93M28.84M35.47M21.44M67.72M59.36M34.94M13.05M35.90M-18.96M
Dividends Paid600.00K900.00K600.00K100.00K81.00K37.00K------10.00K14.00K14.00K1.39M1.82M1.82M1.84M1.82M2.49M3.71M5.51M5.40M6.05M7.26M6.76M6.71M6.81M7.03M
FCF to OCF-15566.67%-671.13%-2225.76%-292.35%37.69%81.82%68.15%58.24%76.20%-372.23%64.87%40.48%34.48%41.78%60.19%65.84%59.49%73.16%35.25%30.42%53.82%63.75%72.39%58.23%81.67%70.46%57.26%17.27%69.04%-31.24%
Dividend Paid to FCF-1.28%-1.38%-0.41%-0.20%1.27%0.16%------0.15%0.21%0.09%6.78%11.86%6.25%14.27%11.61%9.25%12.86%15.54%25.18%8.93%12.24%19.35%51.40%18.96%-37.05%

Earnings

Report DateNov 4, 1996Feb 11, 1997May 6, 1997Jul 29, 1997Oct 28, 1997Feb 10, 1998Apr 27, 1998Jul 23, 1998Oct 22, 1998Feb 3, 1999Apr 27, 1999Jul 27, 1999Nov 9, 1999Feb 8, 2000May 5, 2000Jul 28, 2000Nov 8, 2000Mar 1, 2001May 15, 2001Jul 30, 2001Nov 8, 2001Feb 21, 2002May 3, 2002Jul 26, 2002Oct 30, 2002Feb 27, 2003May 12, 2003Aug 5, 2003Oct 29, 2003Feb 19, 2004May 13, 2004Aug 10, 2004Oct 27, 2004Feb 24, 2005Apr 27, 2005Aug 10, 2005Nov 9, 2005Mar 8, 2006May 8, 2006Aug 7, 2006Nov 8, 2006Feb 8, 2007May 9, 2007Aug 8, 2007Nov 1, 2007Feb 4, 2008May 8, 2008Aug 7, 2008Nov 4, 2008Feb 26, 2009May 6, 2009Jul 30, 2009Oct 28, 2009Feb 17, 2010May 5, 2010Aug 4, 2010Nov 4, 2010Feb 24, 2011May 5, 2011Aug 3, 2011Nov 3, 2011Feb 22, 2012May 1, 2012Aug 2, 2012Nov 1, 2012Feb 25, 2013May 7, 2013Aug 8, 2013Nov 5, 2013Mar 5, 2014May 7, 2014Aug 5, 2014Oct 29, 2014Feb 25, 2015May 5, 2015Aug 4, 2015Nov 3, 2015Feb 16, 2016Apr 25, 2016Jul 26, 2016Oct 25, 2016Feb 15, 2017Apr 26, 2017Jul 26, 2017Oct 25, 2017Feb 14, 2018Apr 24, 2018Jul 31, 2018Oct 31, 2018Feb 20, 2019May 1, 2019Jul 31, 2019Oct 28, 2019Feb 19, 2020May 19, 2020Jul 28, 2020Oct 27, 2020Feb 17, 2021Apr 21, 2021Jul 27, 2021Oct 27, 2021Feb 23, 2022Apr 27, 2022Jul 27, 2022Oct 26, 2022Feb 22, 2023May 3, 2023Aug 2, 2023Nov 8, 2023Feb 21, 2024May 1, 2024Jul 31, 2024Oct 30, 2024Feb 19, 2025Apr 30, 2025Aug 6, 2025Nov 5, 2025Feb 25, 2026May 6, 2026Aug 5, 2026Nov 4, 2026
EPS Estimate-0.040.100.130.120.020.080.190.130.100.210.260.180.110.120.190.02-0.010.040.090.020.090.230.070.030.100.140.070.060.110.140.090.040.090.150.050.010.050.130.060.030.060.140.090.050.100.170.11-0.040.120.060.050.080.140.120.080.130.170.140.090.120.200.200.140.230.340.250.190.280.310.290.290.350.390.380.350.420.460.390.380.450.490.400.370.400.570.370.230.190.400.310.310.380.340.350.350.490.570.490.600.780.930.840.530.530.520.520.500.490.620.520.430.510.840.730.720.810.880.820.82
EPS Actual-0.110.120.130.130.030.100.220.130.100.210.280.190.110.120.180.01-0.030.060.220.120.030.140.220.080.030.110.140.100.040.080.170.090.060.100.190.060.010.040.130.04-0.030.080.160.100.040.100.170.120.010.040.130.120.030.100.160.130.050.100.190.160.100.110.290.160.160.210.320.250.160.250.300.320.310.380.420.340.330.390.470.370.430.360.450.300.250.390.590.220.140.230.380.310.280.280.350.450.510.570.810.640.820.780.920.580.450.640.560.530.330.770.750.630.640.620.960.740.750.750.860.78-
Surprise-175.00%20.00%0.00%8.33%50.00%25.00%15.79%0.00%0.00%0.00%7.69%5.56%0.00%0.00%-5.26%-50.00%-500.00%450.00%33.33%50.00%55.56%-4.35%14.29%0.00%10.00%0.00%42.86%-33.33%-27.27%21.43%0.00%50.00%11.11%26.67%20.00%0.00%-20.00%0.00%-33.33%-201.33%33.33%14.29%11.11%-20.00%0.00%0.00%9.09%-0.00%8.33%100.00%-40.00%25.00%14.29%8.33%-37.50%-23.08%11.76%14.29%11.11%-8.33%45.00%-20.00%14.29%-8.70%-5.88%0.00%-15.79%-10.71%-3.23%10.34%6.90%8.57%7.69%-10.53%-5.71%-7.14%2.17%-5.13%13.16%-20.00%-8.16%-25.00%-32.43%-2.50%3.51%-40.54%-39.13%21.05%-5.00%0.00%-9.68%-26.32%2.94%28.57%45.71%16.33%42.11%30.61%36.67%0.00%-1.08%-30.95%-15.09%20.75%7.69%1.92%-34.00%57.14%20.97%21.15%48.84%21.57%14.29%1.37%4.17%-7.86%-2.27%-4.88%-
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Key Statistics & Ratios

Market Cap507.92M
Enterprise Value1.05B
Trailing P/E11.38
Forward P/E8.62
PEG Ratio0.57
Price / Sales1.22
Price / Book1.80
EPS2.81
Book Value17.59
Revenue (TTM)417.29M
Gross Profit (TTM)159.90M
EBITDA122.99M
Profit Margin10.69%
Operating Margin23.35%
Return on Equity17.33%
Return on Assets4.63%
Shares Outstanding15.88M
Shares Float15.45M
Beta0.78
Dividend Yield1.42%
Dividend Rate0.45
Payout Ratio14.33%

Analyst Ratings

Strong Buy
Based on 4 analystsTarget 51.80
  • Strong Buy
    2
  • Buy
    2

Ownership Breakdown

Institutions
87.58%
Insiders
2.80%
Retail / Other
9.62%

Top Institutional Holders

  • FMR Inc
    2.38M14.98%
  • BlackRock Inc
    1.02M6.43%
  • Vanguard Capital Management, LLC
    638.12K4.02%
  • Dimensional Fund Advisors, Inc.
    633.97K3.99%
  • LSV Asset Management
    542.93K3.42%
  • Ameriprise Financial Inc
    516.06K3.25%
  • Renaissance Technologies Corp
    427.90K2.69%
  • Geode Capital Management, LLC
    355.91K2.24%
  • State Street Corp
    307.73K1.94%
  • Two Sigma Investments LLC
    303.12K1.91%
  • Vanguard Portfolio Management, LLC
    287.35K1.81%

Top Fund Holders

  • Strategic Advisers Fidelity US TtlStk
    526.78K3.32%
  • Vanguard MStar Total Stk Mkt Idx Invest
    447.65K2.82%
  • Fidelity Small Cap Discovery
    383.27K2.41%
  • iShares Russell 2000 ETF
    369.97K2.33%
  • Fidelity Low-Priced Stock
    335.05K2.11%
  • T. Rowe Price Small-Cap Stock
    324.38K2.04%
  • CT (Lux) American Smaller Com 9U USD
    319.56K2.01%
  • Heartland Value Investor
    300.00K1.89%
  • Fidelity Series Small Cap Discovery
    294.60K1.85%

Dividends

20264×
0.11Nov 2, 20260.11Aug 3, 20260.11May 4, 20260.11Feb 2, 2026
20254×
0.11Nov 3, 20250.11Aug 4, 20250.11May 5, 20250.11Feb 3, 2025
20244×
0.11Nov 4, 20240.11Aug 5, 20240.11May 3, 20240.11Feb 2, 2024
20234×
0.11Nov 3, 20230.11Aug 4, 20230.11May 5, 20230.11Feb 3, 2023
20224×
0.11Nov 4, 20220.11Aug 5, 20220.11May 6, 20220.11Feb 4, 2022
20214×
0.11Nov 8, 20210.10Aug 6, 20210.10May 7, 20210.10Feb 5, 2021