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CSVCarriage Services, Inc.Sell5.5·$34.46
SellHigh 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 Upside→Stable
  • Momentum Death Cross Risk↓Deteriorating
  • Leverage Balance Sheet Risk↓Deteriorating
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Carriage Services, Inc. (CSV) Stock Analysis

Recovery setup · Inst Constrain edge

SellVALUE-TRAP 1/5ValueHigh Confidence

Consumer Cyclical · Personal Services

Sell if holding. Multiple concerning factors at $34.46: 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

$34.46+28.8% A.UpsideScore 5.5/10#5 of 7 Personal Services
QualityF-score7 / 9FCF yield7.26%
IncomeYield1.33%(5y avg 1.20%)Payout16.07%sustainable
Stop $32.22Target $44.37(analyst − 13%)A.R:R 2.3:1
Analyst target$51.00+48.0%5 analysts
$44.37our TP
$34.46price
$51.00mean
$65

Sell if holding. Multiple concerning factors at $34.46: Leverage penalty (D/E 2.0): -1.0; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 75. Score 5.5/10, high confidence.

Passes 6/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, earnings proximity 23d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

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

Recent developments

updated 2026-10-13

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 2026-10-13T11:42:08Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Nov 4, 202623d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Positive insider activity
Margin of safety: 32%
Risks
Sector modifier (Consumer Cyclical): -1.5
Leverage penalty (D/E 2.0): -1.0
Consecutive earnings misses (3)

Key Metrics

P/E (TTM)12.0
P/E (Fwd)9.3
Mkt Cap$535M
EV/EBITDA8.8
Profit Mgn10.7%
ROE17.3%
Rev Growth0.8%
Beta0.79
Dividend1.33%
Rating analysts9

Quality Signals

Piotroski F7/9

Options Flow

P/C7.25bearish
IV100%elevated

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.

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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.

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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

3 floor-breakers·1 ceiling hit

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

Bollinger
0.0
Support Resistance
0.8
52w Position
3.3

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
GatesMomentum 5.3<5.5 (soft — BUY_NOW allowed but watch)Death cross (50MA < 200MA)Executive change: officer departure/appointmentMomentum 5.3>=4.5A.R:R 2.3 ≥ 1.5Insider activity: OKEARNINGS PROXIMITY 23d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
75 · Overbought
↑ 20D MA↑ 50D MA↓ 200D MADEATH CROSSSupport $30.11Resistance $34.86

Price Targets

$32
$44
A.Upside+28.8%
A.R:R2.3:1

Position Sizing

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

Analyst Consensus

Analysts9
Consensus4.2/5
Avg Target$51

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-11-04 (23d)

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 $34.46: Leverage penalty (D/E 2.0): -1.0; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 75. Prior stop was $32.22. Score 5.5/10, high confidence.

What is the CSV stock price target?

Take-profit target: $44.37 (+28.8% upside). Prior stop was $32.22. Stop-loss: $32.22.

What are the risks of investing in CSV?

Sector modifier (Consumer Cyclical): -1.5; Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (3).

Is CSV overvalued or undervalued?

Carriage Services, Inc. trades at a P/E of 12.0 (forward 9.3). TrendMatrix value score: 8.9/10. 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.

Related stocks: BFAM (Bright Horizons Family Solution) · ANDG (Andersen Group Inc.) · PTRN (Pattern Group Inc. - Series A) · ARCO (Arcos Dorados Holdings Inc.) · RSI (Rush Street Interactive, Inc.)
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