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CSVCarriage Services, Inc.Sell5.5·$36.44
SellHigh Confidence
Investment thesis

Carriage Services is a cheaply valued funeral and cemetery operator with steady revenue and a 25.3% gap to the analyst target, held back by 3 straight earnings misses, leverage, slow growth and a stock below a falling 200-day average.

Thesis pillars

  • Leverage Penalty↓Deteriorating
  • Downtrend With Improving Volume↑Improving
  • Cheap Valuation With Target Upside→Stable
  • +2 more pillars — see the Why tab for full reasoning

Pillars as of Oct 24, 2026, based on the 10-K filed Feb 26, 2026

Full reasoning →

Open full analysis

Carriage Services, Inc. (CSV) Stock Analysis

Recovery setup · Inst Constrain edge

SellVALUE-TRAP 1/5ValueQualityHigh Confidence

Consumer Cyclical · Personal Services

Earnings in 6 days (2026-11-04). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Multiple concerning factors at $36.44: Leverage penalty (D/E 2.0): -1.0; Sector modifier (Consumer Cyclical): -1.5.

Carriage Services, Inc. ("Carriage," the "Company," "we," "us," or "our") was incorporated in the State of Delaware in December 1993 and is a leading provider of funeral and cemetery services and merchandise in the United States ("U.S."). We operate in two business segments:... Read more

$36.44+21.8% A.UpsideScore 5.5/10#4 of 7 Personal Services
QualityF-score7 / 9FCF yield6.72%
IncomeYield1.23%(5y avg 1.21%)Payout16.07%sustainable
Stop $34.00Analyst target $44.37(−13% haircut)A.R:R 1.5:1
Analyst consensus$51.00+40.0%5 analysts
$44.37Analyst target
$36.44price
$51.00mean
$65

Sell if holding. Multiple concerning factors at $36.44: Leverage penalty (D/E 2.0): -1.0; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 64. Score 5.5/10, high confidence.

Passes 5/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, semi cycle peak clear, materials cycle peak clear). Fails on earnings proximity 6d<=7d. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-10-29

Recent Developments — Carriage Services, Inc.

Material events (past 30 days)

  • 8K Oct 5, 2026 MEDIUM Item 1.02: CA [... truncated]
  • 8K Sep 30, 2026 MEDIUM Item 1.02: **(State or other jurisdiction** **of incorporation)** | | **(Commission** **File Number)** | | **(I.R.S.

Generated 2026-10-29T11:08:50Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Nov 4, 20266d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Positive insider activity
Analyst upside: 22%
Risks
Sector modifier (Consumer Cyclical): -1.5
Leverage penalty (D/E 2.0): -1.0
Earnings in 6 days (event risk)

Key Metrics

P/E (TTM)13.0
P/E (Fwd)10.0
Mkt Cap$579M
EV/EBITDA9.2
Profit Mgn10.7%
ROE17.3%
Rev Growth0.8%
Beta0.79
Dividend1.23%
Rating analysts9

Quality Signals

Piotroski F7/9

Options Flow

P/C0.29bullish
IV55%elevated
Max Pain$35-4.0% vs spot

Material Events(8-K, last 90d)

  • 2026-10-05Item 1.02MEDIUM
    CA [... truncated]
    SEC filing →
  • 2026-09-30Item 1.02MEDIUM
    **(State or other jurisdiction** **of incorporation)** | | **(Commission** **File Number)** | | **(I.R.S.
    SEC filing →
  • 2026-08-14Item 5.02MEDIUM
    DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS. (b) Resignation of Rob Franch as Chief Information Officer On August 13, 2026, Rob Franch informed Carriage Services, Inc.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
1.3
Bollinger
2.2
52w Position
4.1

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Revenue Growth
2.7
Earnings Growth
2.8

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.0
Quality Rank
3.1
Value Rank
6.4

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
1.1
Erm
5.0
Earnings Timing
5.0
News Activity
5.0
Dividend Safety
7.5
Earnings concerns: 1B/3MEarnings in 6 daysDividend aristocrat: 1.2% yield
GatesEARNINGS PROXIMITY 6d<=7dDeath cross (50MA < 200MA)Executive change: officer departure/appointmentMomentum 6.2>=5.5A.R:R 1.5 ≥ 1.5Insider activity: OKSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
64 · Neutral
↑ 20D MA↑ 50D MA↓ 200D MADEATH CROSSSupport $31.13Resistance $37.23

Price Targets

$34
$44
A.Upside+21.8%
A.R:R1.5:1

Position Sizing

ConvictionNone
Suggested %0%
Max %0%
RegimeRisk-Off

Risk Alerts

! EARNINGS_PROXIMITY:6d<=7d

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-11-04 (6d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CSV stock a buy right now?

Sell if holding. Multiple concerning factors at $36.44: Leverage penalty (D/E 2.0): -1.0; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 64. Prior stop was $34.00. Score 5.5/10, high confidence.

What is the CSV stock price target?

Analyst target: $44.37 (+21.8% upside). Prior stop was $34.00. Stop-loss: $34.00.

What are the risks of investing in CSV?

Sector modifier (Consumer Cyclical): -1.5; Leverage penalty (D/E 2.0): -1.0; Earnings in 6 days (event risk).

Is CSV overvalued or undervalued?

Carriage Services, Inc. trades at a P/E of 13.0 (forward 10.0). TrendMatrix value score: 8.4/10. Verdict: Sell.

What do analysts say about CSV?

9 analysts cover CSV with a consensus score of 4.2/5. Average price target: $51.

What does Carriage Services, Inc. do?Carriage Services, Inc. ("Carriage," the "Company," "we," "us," or "our") was incorporated in the State of Delaware in...

Carriage Services, Inc. ("Carriage," the "Company," "we," "us," or "our") was incorporated in the State of Delaware in December 1993 and is a leading provider of funeral and cemetery services and merchandise in the United States ("U.S."). We operate in two business segments: Funeral Home Operations, which currently accounts for approximately 65% of our total revenue, and Cemetery Operations, which currently accounts for approximately 35% of our total revenue.

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