CSV

Carriage Services

Fundamental data last updated:April 13, 2026

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company profile

SECTOR

Consumer Cyclical

industry

Personal Services

Exchange

NYSE

County of HQ

United States

Next Earnings Date

04/29/26

Business Summary

The company operates full-service restaurant concepts that monetize high average check sizes, menu breadth, and strong brand recognition to drive repeat traffic. Cash flow is generated through company-operated locations where scale purchasing, menu pricing power, and controlled operating costs support a 34.00% operating margin. Its moat is rooted in brand equity, large-format dining experiences, and menu differentiation that are difficult to replicate consistently at scale. The model depends on maintaining traffic velocity and disciplined capital allocation, turning steady revenue into dividends and reinvestment rather than hypergrowth expansion.

 


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VALUATION

P/E

14.8

Market Cap ($M USD)

$763

Forward P/E

12.9

PEG

0.7

PRICE TO SALES

1.8

PRICE TO BOOK

3

EV / EBITDA

10.6

5-Year Average P/E

Free Cash Flow Yield

DCF Value

Graham Number

Price to FCF

EV to FCF

Earnings Yield

FCF Yield

DIVIDEND

Yield

0.90%

Annual Payout

$0.45

Payout Ratio

13.70%

Consecutive Years of Dividend Growth

0

5-Year Dividend Growth Rate

2.40%

Financial Health & Profitability

Earnings Per Share

$3.29

Next Year EPS Growth Estimate

$3.73

Next Year Revenue Growth Estimate

3.80%

Return on Equity (ROE)

20.00%

FREE CASH FLOW

Operating Margin

23.50%

Debt-to-Equity

2.2

Piotroski F-Score

6

Altman Z-Score

1.3

Return on Invested Capital (ROIC)

9.10%

Current Ratio

1

Quick Ratio

Net Debt to EBITDA

Interest Coverage

Gross Profit margin

FCF PER SHARE

REVENUE PER SHARE

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Gainseekers Quantitative Analysis

Summary

At 19.3x earnings and 13.4x forward earnings, the stock screens as a mild growth-at-a-reasonable-price setup, but not a screaming bargain. The 1.3 forward PEG suggests growth is fairly priced rather than discounted, while the Altman Z-Score of 2.5 places the balance sheet in a gray zone—not distressed, but hardly fortress-like. A Piotroski F-Score of 7 signals solid operating discipline, yet the combination of a 6.90% Debt/Equity and a weak 0.6 current ratio tempers confidence. This is not a broken company, but the market is assigning it a cautious multiple for a reason: moderate growth, moderate returns, and moderate financial risk.

AI Exposure / Tech Reliance

As a Restaurants operator within Consumer Cyclical, the company’s AI leverage is operational rather than product-driven. Technology adoption would likely center on labor optimization, demand forecasting, and digital ordering efficiency rather than disruptive platform economics. Its resilience to AI disruption is relatively stable because dining experiences are physical, but margin enhancement through tech execution will separate winners from laggards.

The Bull Case

A value-oriented GARP investor could justify a position based on the 13.4 forward P/E combined with a healthy 34.00% operating margin, which indicates strong unit-level economics. The Piotroski F-Score of 7 suggests operational stability and improving fundamentals, while a 6.40% ROIC that roughly tracks the 6.60% ROE indicates capital deployment is not being masked by excessive leverage-driven returns. Institutional ownership at 64.56% provides sponsorship stability, and a 4.9 TTM yield with a 1.90% dividend per share offers tangible cash return while waiting for earnings to compound. With a Price/Sales of just 0.8, the market is valuing each dollar of revenue cheaply relative to many consumer peers, leaving room for multiple expansion if growth materializes.

The Bear Case

The red flags are not subtle. A 6.90% Debt/Equity combined with a 0.6 current ratio signals tight liquidity and limited short-term flexibility, which is dangerous in a cyclical industry. The 1.3 PEG ratio implies growth is already priced in, so any slowdown could compress the 19.3 P/E quickly. ROIC at 6.40% is hardly elite for a consumer brand, and an Altman Z-Score of 2.5 keeps the company uncomfortably close to financial caution territory. If traffic softens or margins compress, the balance sheet does not provide a wide margin of safety.

Market Sentiment & Smart Money

Short Interest %

2.50%

Analyst Consensus

1.6

Average Analyst Price Target

$60.25

Institutional Ownership %

77.00%

1-Year Beta

0.67

Insider Buying % (6 Mo)

10.60%%

Distance to 52-Week High

97.50%

Distance to 52-Week Low

131.80%

EARNINGS SURPRISE %

50-DAY SMA

200-DAY SMA

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.