COMP <GO>
BLW vs CSV // RETURN ON INVESTED CAPITAL (ROIC)
Blackrock Limited Duration Income Trust (NYSE) VS. Carriage Services Inc. (NYSE) • 15-METRIC TALLY: BLW 0
— CSV 3
■ METRIC PARITY
LAST: $11.61 (-0.09%) • MKT CAP: $415.0M
roic
—
LAST: $34.89 (-1.55%) • MKT CAP: $562.9M
roic
29.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLW VS. CSV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLW | CSV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 35.10% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | 29.80% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 4.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 7.12% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 23.40% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 12.30% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 3.30% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.25% | -1.25 | CSV | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 1.16 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 7/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.5 | 54.1 | -7.60 | CSV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 10.1x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $415.0M | $562.9M | -$147.9M | CSV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLW REV | CSV REV | BLW GROSS % | CSV GROSS % | BLW FCF | CSV FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $417.4M | — | 35.1% | — | $40.1M |
| FY 2024 | — | $404.2M | — | 35.5% | — | $35.9M |
| FY 2023 | — | $382.5M | — | — | — | $75.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLW // BETA —
CSV // BETA —