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 Upside→Stable
- Momentum Death Cross Risk→Stable
- Leverage Balance Sheet Risk→Stable
- +2 more pillars — see the Why tab for full reasoning
Carriage Services, Inc. (CSV) Stock Analysis
Recovery setup · Inst Constrain edge
Consumer Cyclical · Personal Services
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $38.42 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.5; Consecutive earnings misses (2).
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
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $38.42 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.5; Consecutive earnings misses (2). Chart setup: Death cross but MACD improving, RSI 49. Score 5.1/10, high confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 29d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Revenue shrinking — -0.9% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $38.42 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.5; Consecutive earnings misses (2). Chart setup: Death cross but MACD improving, RSI 49. Prior stop was $36.06. Score 5.1/10, high confidence.
Take-profit target: $52.20 (+35.9% upside). Prior stop was $36.06. Stop-loss: $36.06.
Leverage penalty (D/E 2.0): -1.5; Consecutive earnings misses (2); Weak growth.
Carriage Services, Inc. trades at a P/E of 13.9 (forward 10.2). TrendMatrix value score: 8.4/10. Verdict: Sell.
9 analysts cover CSV with a consensus score of 4.2/5. Average price target: $60.
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.