Carriage Services Competitors
| CSV Stock | USD 41.65 -0.45 -1.07% |
Carriage Services vs Lindblad Expeditions Correlation Summary
Poor diversification
CSV currently posts a 0.61 correlation with LIND, indicating a Poor diversification relationship for the active sample. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving against Carriage Stock
Mean reversion in Carriage Services is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.
Carriage Services Competition Correlation Matrix
Competition correlation for Carriage Services matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The business currently sits in the Consumer Cyclical sector and the Personal Services industry. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Carriage Stock performing well and Carriage Services Company doing well as a business compared to the competition. A thorough review of Carriage Services' risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BBW | 2.40 | -0.18 | 0.00 | -0.21 | 0.00 | 3.79 | 13.06 | |||
| PLOW | 1.31 | 0.44 | 0.24 | 0.22 | 1.35 | 2.87 | 7.66 | |||
| CBRL | 2.90 | 0.26 | 0.07 | 0.07 | 2.99 | 6.40 | 13.74 | |||
| MYE | 1.32 | 0.05 | 0.11 | -0.19 | 1.67 | 3.38 | 9.97 | |||
| BZH | 2.05 | -0.06 | 0.00 | -0.13 | 0.00 | 5.19 | 19.78 | |||
| CARS | 2.09 | -0.57 | 0.00 | -0.59 | 0.00 | 2.69 | 20.18 | |||
| ETD | 1.23 | -0.07 | 0.00 | -0.17 | 0.00 | 2.78 | 10.75 | |||
| BALY | 2.75 | -0.26 | 0.00 | -0.29 | 0.00 | 5.51 | 16.79 | |||
| AXL | 2.66 | -0.24 | 0.00 | -1.06 | 0.00 | 8.55 | 23.81 | |||
| LIND | 1.98 | 0.50 | 0.19 | 0.17 | 1.88 | 4.76 | 17.12 |
Peer Comparison: Net Income
Net income is one of the most important fundamental items in finance. It plays a large role in Carriage Services financial statement analysis. It represents the amount of money remaining after all of Carriage Services operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Compare Carriage Services and related stocks such as Build A Bear, Douglas Dynamics, and Cracker Barrel Old Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BBW | 143 K | -17.1 M | -49.3 M | -2.1 M | 14.4 M | 27.3 M | 1.4 M | 7.9 M | -17.9 M | 261 K | -24.6 M | 47.3 M | 48 M | 52.8 M | 51.8 M | 52.2 M | 54.8 M |
| PLOW | -1.1 M | 19 M | 6 M | 11.6 M | 40 M | 44.2 M | 39 M | 55.3 M | 43.9 M | 49.2 M | -86.6 M | 30.7 M | 38.6 M | 23.7 M | 56.2 M | 46.9 M | 25.5 M |
| CBRL | 3.6 M | 103.1 M | 117.3 M | 132.1 M | 163.9 M | 189.3 M | 201.9 M | 247.6 M | 223.4 M | -32.5 M | 254.5 M | 131.9 M | 99 M | 40.9 M | 46.4 M | 53.3 M | 100 M |
| MYE | 3.4 M | 24.5 M | 30 M | 26 M | -6.4 M | 17.2 M | 1.1 M | -9.9 M | -3.3 M | 24.3 M | 36.8 M | 33.5 M | 60.3 M | 48.9 M | 7.2 M | 34.9 M | 36.7 M |
| BZH | 16.1 M | -145.3 M | -33.9 M | 34.4 M | 344.1 M | 4.7 M | 31.8 M | -45.4 M | -79.4 M | 52.2 M | 122 M | 220.7 M | 158.6 M | 140.2 M | 45.6 M | 52.4 M | 55 M |
| CARS | 104.7 M | 104.7 M | 104.7 M | 104.7 M | 591.6 M | 157.8 M | 176.4 M | 224.4 M | 38.8 M | -445.3 M | -817.1 M | 7.7 M | 17.2 M | 118.4 M | 48.2 M | 20.1 M | 14.9 M |
| ETD | -17.4 M | 49.7 M | 32.5 M | 42.9 M | 37.1 M | 56.6 M | 36.2 M | 36.4 M | 25.7 M | 8.9 M | 60 M | 103.3 M | 105.8 M | 63.8 M | 51.6 M | 59.3 M | 53.3 M |
| BALY | 44.8 M | 44.8 M | 44.8 M | 44.8 M | 44.8 M | 44.8 M | 44.8 M | 62.2 M | 71.4 M | 55.1 M | -5.5 M | -71.8 M | -425.5 M | -187.5 M | -567.8 M | 576.3 M | 605.1 M |
| LIND | -2.5 K | -2.5 K | -4.8 K | -721 K | -1 M | 19.7 M | 4.9 M | -8.7 M | 11.4 M | 16.4 M | -98.7 M | -119.2 M | -111.4 M | -45.6 M | -31.2 M | -29.7 M | -31.2 M |
Carriage Services Competitive Analysis
How does Carriage Services measure up against Build A, Douglas Dynamics, and Cracker Barrel? The financials tell a nuanced story. Carriage Services operates at a 663.1 M scale with 417.4 M flowing through the income statement. A 22.23% return on equity and 12.34% net margin underscore Carriage Services' earnings capacity. Carriage Services carries a higher earnings multiple of 13.01x compared to 4.55x for Build A. Profit margins tilt toward Carriage Services at 12.34% against Douglas Dynamics at 7.15%. Carriage Services leads with 22.23% return on equity versus -0.90% for Cracker Barrel.| Better Than Average | Worse Than Peers | View Performance Chart |
Carriage Services Competition Peer Performance Charts
How to Analyze Carriage Services Against Peers
Carriage Services' peer analysis compares Carriage Services with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Carriage Services trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Carriage Services leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Relative analysis for Carriage Services helps answer whether its current valuation premium or discount versus peers is justified by fundamentals. The peer benchmarking view is most useful when filtered by business model similarity rather than just Carriage Services' sector classification. The more peer context incorporated for Carriage Services, the sharper the relative assessment becomes. The peer set can help frame whether recent outperformance is broad-based or company-specific. For peer comparison, Carriage Services has a market cap of 663.13 M, P/E of 13.01, profit margin of 12.34%.
The analytics block for Carriage Services relies on periodic company reporting and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor.