COMP <GO>
CSV vs BLW // EV/EBITDA & P/E VALUATION
Carriage Services Inc. (NYSE) VS. Blackrock Limited Duration Income Trust (NYSE) • 15-METRIC TALLY: CSV 3
— BLW 0
■ METRIC PARITY
LAST: $35.44 (-2.74%) • MKT CAP: $562.9M
valuation
4.9x
LAST: $11.62 (+0.78%) • MKT CAP: $415.0M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CSV VS. BLW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CSV | BLW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.80% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 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 | 1.25% | 0.00% | +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 | 51.1 | 45.9 | +5.21 | 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 | $562.9M | $415.0M | $147.9M | CSV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CSV REV | BLW REV | CSV GROSS % | BLW GROSS % | CSV FCF | BLW 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
CSV // BETA —
BLW // BETA —