Skip to main content
CSVCarriage Services, Inc.Sell5.4·$34.45-0.23%
SellModerate Confidence
Investment thesis

Carriage Services screens as attractively valued with meaningful analyst-implied upside, but a failed momentum gate, a hard death-cross technical block, elevated leverage, and a mixed recent earnings track record keep the setup risk-laden despite the value case.

Thesis pillars

  • Valuation Analyst UpsideStable
  • Momentum Death Cross RiskDeteriorating
  • Leverage Balance Sheet RiskDeteriorating
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Carriage Services, Inc. (CSV) Stock Analysis

Falling Knife setup · Inst Constrain edge

SellVALUE-TRAP 1/5ValueModerate Confidence

Consumer Cyclical · Personal Services

Sell if holding. Momentum 1.2/10 is below the 5.0 floor at $34.45 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (3).

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

$34.45+33.0% A.UpsideScore 5.4/10#4 of 7 Personal Services
QualityF-score7 / 9FCF yield7.10%
IncomeYield1.30%(5y avg 1.26%)Payout16.13%sustainable
Stop $32.33Target $45.82(analyst − 13%)A.R:R 3.4:1
Analyst target$52.67+52.9%6 analysts
$45.82our TP
$34.45price
$52.67mean
$65

Sell if holding. Momentum 1.2/10 is below the 5.0 floor at $34.45 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (3). Chart setup: Death cross, below all MAs, RSI 28, MACD bearish. Score 5.4/10, moderate confidence.

Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 74d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

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

Recent developments

updated 2026-08-23

Recent Developments — Carriage Services, Inc.

Material events (past 30 days)

  • 8K Aug 14, 2026 MEDIUM Item 5.02: 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.

Generated 2026-08-23T02:21:53Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Nov 4, 202674d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Positive insider activity
Analyst upside: 33%
Risks
Leverage penalty (D/E 2.0): -1.0
Consecutive earnings misses (3)
Weak growth

Key Metrics

P/E (TTM)12.4
P/E (Fwd)9.5
Mkt Cap$547M
EV/EBITDA8.9
Profit Mgn10.7%
ROE17.3%
Rev Growth0.8%
Beta0.80
Dividend1.30%
Rating analysts9

Quality Signals

Piotroski F7/9

Options Flow

IV48%normal

Material Events(8-K, last 90d)

  • 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.

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.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

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

3 floor-breakers·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.9
Obv
1.0
Ma Position
1.0
Rsi
3.0
Capitulation risk (RSI 28, below 200MA)Volume distribution (falling OBV)Below 200-MA, MA slope -2.5%/30d — confirmed downtrend

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

Revenue Growth
2.7
Earnings Growth
2.8

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
Dividend Safety
7.5
Earnings concerns: 1B/3MDividend aristocrat: 1.3% yield
GatesMomentum 1.2<4.5Death cross (50MA < 200MA)Executive change: officer departure/appointmentA.R:R 3.4 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 74d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Aggressive
RSI
28 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $33.33Resistance $41.61

Price Targets

$32
$46
A.Upside+33.0%
A.R:R3.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 1.2 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-11-04 (74d)

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. Momentum 1.2/10 is below the 5.0 floor at $34.45 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (3). Chart setup: Death cross, below all MAs, RSI 28, MACD bearish. Prior stop was $32.33. Score 5.4/10, moderate confidence.

What is the CSV stock price target?

Take-profit target: $45.82 (+33.0% upside). Prior stop was $32.33. Stop-loss: $32.33.

What are the risks of investing in CSV?

Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (3); Weak growth.

Is CSV overvalued or undervalued?

Carriage Services, Inc. trades at a P/E of 12.4 (forward 9.5). TrendMatrix value score: 8.7/10. Verdict: Sell.

What do analysts say about CSV?

9 analysts cover CSV with a consensus score of 4.2/5. Average price target: $53.

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.

Related stocks: BFAM (Bright Horizons Family Solution) · ATAT (Atour Lifestyle Holdings Limite) · MNSO (MINISO Group Holding Limited) · RERE (ATRenew Inc.) · CHA (Chagee Holdings Limited)
Home Stocks CSV

Latest news

Latest News

TradingKey25d ago
Yahoo Finance25d agoEarnings
MarketBeat25d agoEarnings
StockStory17d ago
MarketBeat17d agoEarnings
Yahoo Finance26d agoAnalyst
TradingKey26d ago
StockStory19d agoEarnings
TradingKey24d ago
TradingKey24d ago
TradingKey24d ago
TradingKey24d ago
MarketBeat17d ago
Yahoo Finance17d ago
Yahoo Finance17d agoEarnings
Yahoo Finance26d ago
Yahoo Finance27d ago
Benzinga9d agoAnalyst