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Recent

v0.1
CSV$40.51-1.65%
Fair $73.40+81.2%

CSV

Carriage Services, Inc.

Consumer Cyclical / Personal ServicesNYSE

$40.51

-0.68 (-1.65%)

Significantly Undervalued+81.2%Fair Value $73.40Fund rank 69/100 · WatchlistSEC 17/17 yrs|
SA 58/C
F-Score: 6/9

FCF base 3Y

$50.71

+7.8% CAGR · yield 5.0%

FCF base 5Y

$50.86

+4.7% base · +6.8% expected

Precio de entrada

$23.93

MOS 17% · confianza 90%

FCF escenarios

audited · normalized FCF $40.1M · quality 79.7/100

Watchlist 69/100
Bear 5Y$26.84-7.9%
Base 5Y$50.86+4.7%
Bull 5Y$96.66+19.0%
Return 64/100Downside 60/100Model quality 77/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

58/100

C

Piotroski

6/9

balance/quality

Valuation

100/100

+81.2% upside

5Y CAGR

+6.8%

77/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 17Warnings: 0sec-companyfacts: 17
Thesis & Journal · CSVLocal privado en este navegador · Carriage Services, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$643M

P/E

13.5x

↓

EV/EBITDA

9.5x

↑

ROE

20.2%

↑

Gross Margin

35.1%

↑

Debt/Equity

0.02

↓
52-Week Range$41
$40$52
EV/EBITDA Historical9.5x

TradingView lightweight chart

CSV price, volumen y niveles de valoración

Último $40.51Periodo +620.2%
Buy zone: $23.93Bear 5Y: $26.84Fair value: $73.40Base 5Y: $50.86Bull 5Y: $96.66

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+5.5%

FCF CAGR

+11.8%

FCF margin

9.6%

FCF / Net income

0.78x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $417.4M · net income $51.5M · FCF $40.1M

2009-FY → 2025-FY

Gross margin

35.1%+9.2% pts

Operating margin

23.4%+6.4% pts

Net margin

12.3%+8.4% pts

FCF margin

9.6%+5.8% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
Income Statement
Revenue$417.4M$417.4M$404.2M$382.5M$370.2M$375.9M$329.4M$274.1M$268.0M$258.1M$248.2M$242.5M$226.1M$213.1M$198.2M$183.5M$181.8M$177.6M
Net Income$51.5M$51.5M$33.0M$33.4M$41.4M$33.2M$16.1M$14.5M$11.6M$37.2M$19.6M$20.9M$15.8M$19.3M$11.4M$7.0M$8.1M$7.0M
EBITDA$124.3M$124.3M$106.4M$105.2M$104.2M$114.2M$76.6M$65.2M$59.5M$64.9M$65.6M$62.4M$51.7M$48.7M$46.3M$37.8M$40.6M$40.5M
EPS3.253.252.102.142.631.810.890.800.632.091.121.120.851.000.630.380.450.40
Gross Margin35.1%35.1%35.5%32.5%32.2%34.5%32.2%29.0%28.3%29.8%32.1%32.0%31.0%30.2%30.9%27.8%26.1%26.0%
Operating Margin23.4%23.4%20.2%21.2%21.5%24.9%17.4%17.3%15.7%19.0%20.2%20.1%17.6%17.3%18.3%15.4%16.9%17.0%
Net Margin12.3%12.3%8.2%8.7%11.2%8.8%4.9%5.3%4.3%14.4%7.9%8.6%7.0%9.1%5.8%3.8%4.4%4.0%
Balance Sheet
Debt/Equity0.020.020.030.030.030.040.020.030.161.161.241.310.901.001.301.07——
Current Ratio1.151.15————————————————
Cash Flow
Free Cash Flow$40.1M$40.1M$35.9M$57.6M$34.9M$59.4M$67.7M$27.8M$35.5M$28.8M————$15.3M$20.5M$15.5M$6.7M
Returns
ROE20.2%20.2%15.8%19.3%30.2%25.9%6.7%6.4%5.3%18.8%11.1%13.2%8.8%12.4%8.5%5.5%6.8%6.5%
Valuation
P/E13.4613.4620.8220.4316.6324.1649.1354.6669.4120.9239.0439.0451.4543.7369.41115.0897.18109.32
EV/EBITDA9.529.5210.949.3610.40—————————————
P/B2.682.683.243.915.016.243.293.483.633.924.345.084.446.285.916.356.557.17
Growth & Yield
Revenue Growth3.3%3.3%5.7%3.3%-1.5%14.1%20.2%2.3%3.8%4.0%2.3%7.2%6.1%7.5%8.0%0.9%2.3%—
EPS Growth54.8%54.8%-1.9%-18.6%45.3%103.4%11.2%27.0%-69.9%86.6%0.0%31.8%-15.0%58.7%65.8%-15.6%12.5%—
Dividend Yield1.1%1.1%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growth
terminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$3.59

Spread vs growth

51.3%

5Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$4.35

Spread vs growth

48.8%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$7.00

Spread vs growth

46.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -5.8%

Total return

-5.8%

Start / end P/E

20.7x → 12.5x

EPS bridge

2.10 → 3.25

Residual

-21.8%

EPS growth+54.8%
Multiple rerating-39.8%
Dividend+1.1%
Residual / FX / buybacks / cross-term-21.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

9.4x10.9x
EV/EBITDA vs Sector9.5x
4.7xmed 9.3x14.3x