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Upturn AI SWOT - About
CSV 
Carriage Services Inc (CSV)
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Upturn Advisory Summary
03/27/2025: CSV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -21.46% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 588.13M USD | Price to earnings Ratio 17.86 | 1Y Target Price 51.25 |
Price to earnings Ratio 17.86 | 1Y Target Price 51.25 | ||
Volume (30-day avg) 120749 | Beta 0.76 | 52 Weeks Range 22.88 - 42.75 | Updated Date 04/6/2025 |
52 Weeks Range 22.88 - 42.75 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 1.20% | Basic EPS (TTM) 2.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.15% | Operating Margin (TTM) 22.19% |
Management Effectiveness
Return on Assets (TTM) 4.14% | Return on Equity (TTM) 17.27% |
Valuation
Trailing PE 17.86 | Forward PE 11.74 | Enterprise Value 1147837556 | Price to Sales(TTM) 1.46 |
Enterprise Value 1147837556 | Price to Sales(TTM) 1.46 | ||
Enterprise Value to Revenue 2.84 | Enterprise Value to EBITDA 10.79 | Shares Outstanding 15679400 | Shares Floating 13848578 |
Shares Outstanding 15679400 | Shares Floating 13848578 | ||
Percent Insiders 9.07 | Percent Institutions 71.36 |
Analyst Ratings
Rating 4.5 | Target Price 49 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Carriage Services Inc
Company Overview
History and Background
Carriage Services Inc. was founded in 1991. It focuses on providing funeral and cemetery services. The company has grown through acquisitions of independent funeral homes and cemeteries across the United States.
Core Business Areas
- Funeral Home Operations: Provides a range of funeral services, including embalming, cremation, memorial services, and merchandise sales (caskets, urns, etc.).
- Cemetery Operations: Offers cemetery interment rights, memorialization products (markers, monuments), and related services, such as grounds maintenance.
Leadership and Structure
The leadership team includes the CEO, CFO, and other key executives overseeing operations and strategy. The organizational structure is decentralized, with regional management overseeing individual locations.
Top Products and Market Share
Key Offerings
- Funeral Services: Includes arrangement conferences, embalming, cremation services, viewings, and memorial ceremonies. No precise market share data readily available for Carriage Services Inc. alone. Competitors include Service Corporation International (SCI), StoneMor Inc., and Park Lawn Corporation.
- Cemetery Interment Rights: Sale of burial plots, mausoleum spaces, and columbarium niches. No precise market share data readily available for Carriage Services Inc. alone. Competitors include Service Corporation International (SCI), StoneMor Inc., and Park Lawn Corporation.
- Merchandise Sales: Sales of caskets, urns, vaults, and other related products. No precise market share data readily available for Carriage Services Inc. alone. Competitors include Batesville Casket Company, Service Corporation International (SCI), and Matthews International Corporation.
Market Dynamics
Industry Overview
The funeral and cemetery industry is stable, driven by mortality rates. Trends include increasing cremation rates and personalization of services.
Positioning
Carriage Services Inc. positions itself as a provider of premium funeral and cemetery services, emphasizing customer service and personalization.
Total Addressable Market (TAM)
The total addressable market is estimated to be over $20 billion annually in the US. Carriage Services Inc. holds a smaller portion of this TAM and is actively expanding its market share through acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in certain markets
- Decentralized operating model fostering local management
- Acquisition expertise
- Focus on premium services
Weaknesses
- High debt levels due to acquisition strategy
- Exposure to changing consumer preferences (e.g., cremation)
- Dependence on acquisitions for growth
- Geographic concentration in certain regions
Opportunities
- Further acquisitions of independent funeral homes and cemeteries
- Expansion into new geographic markets
- Development of innovative service offerings (e.g., online memorialization)
- Capitalizing on aging population demographics
Threats
- Increasing cremation rates reducing demand for traditional burial services
- Competition from larger national players
- Economic downturns impacting consumer spending on funeral services
- Changes in regulations impacting the industry
Competitors and Market Share
Key Competitors
- SCI
- STON
- PLG
Competitive Landscape
Carriage Services Inc. competes with larger companies like Service Corporation International. Its strengths include its decentralized operating model and focus on premium services. SCI has greater scale and financial resources.
Major Acquisitions
Bluebonnet Hills Funeral Home and Memorial Park
- Year: 2014
- Acquisition Price (USD millions): 72.5
- Strategic Rationale: Expanded presence in the Dallas-Fort Worth market.
Growth Trajectory and Initiatives
Historical Growth: Carriage Services Inc. has primarily grown through acquisitions, with some organic growth initiatives.
Future Projections: Analyst projections vary. Expect modest revenue growth primarily driven by acquisitions and modest price increases.
Recent Initiatives: Recent initiatives include cost-cutting measures and focusing on high-performing locations.
Summary
Carriage Services Inc. shows potential with its premium services and decentralized model, but carries considerable debt. Its acquisition strategy needs careful management and the cremation rate trend poses a threat. Managing financial leverage and catering to evolving consumer preferences are key to future success. While historical acquisitions have boosted growth, the current financial position needs monitoring.
Similar Companies
MATW
Matthews International Corporation
MATW
Matthews International Corporation
PLG
Platinum Group Metals Ltd
PLG
Platinum Group Metals Ltd
SCI
Service Corporation International
SCI
Service Corporation International
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Analyst reports, Industry reports, Market research reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carriage Services Inc
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 1996-08-08 | CEO & Vice Chairman Mr. Carlos R. Quezada | ||
Sector Consumer Cyclical | Industry Personal Services | Full time employees 1200 | Website https://www.carriageservices.com |
Full time employees 1200 | Website https://www.carriageservices.com | ||
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.
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