Stock Ratings / Consumer Discretionary / CSV / financials

EVH (35) BLW (52) YELP (75) EVI (61) ⌘ Pro Terminal →

Carriage Services Inc. (CSV) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$35.44 -2.74% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $35.20

Carriage Services Inc. (CSV) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 64/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.1% avg 90D alpha vs SPY) →

ROARABLE C • HOLD / WATCH Cap $562.9M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $35.20 (-0.68%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 9.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 64/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.1% avg 90D alpha vs SPY • 55.2% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+2.7% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CSV)Realized 20D OHLCV Swing Band: ±8%

Deterministic 5-Pillar Attribution (64/100 Composite)

🔍 WHY CSV SCORES 64/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+18/20 pts (28% of score)

FRED Regime × Technicals: 24% of 52W Range • RSI-14 at 51.1 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (28% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning7/20 pts (-13 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-13 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$33.69+7.5% Next Q

Q2 (-2Q)

Grade C$36.20-2.2% Next Q

Q3 (-1Q)

Grade C$35.41+0.1% Next Q

Current

Grade C$35.44+1.1% Hist 90D α

Trajectory: C (56) → C (64)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the CSV Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 64/100 (C) score, CSV faces multiple-compression risk if 10.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 32.6% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($33.59) or 200D SMA ($40.10) invalidates the momentum regime and cuts Target Base ($36.40) toward Bear Floor ($28.39).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CSV• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “CSV Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 64%NO 36%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How CSV Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$40.1M (9.6% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $382.5M

FY24

Rev $404.2M

FY25

Rev $417.4M

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$417.4M	35.1%	23.4%	$51.5M	$40.1M	29.8%
FY 2024	$404.2M	35.5%	20.2%	$33.0M	$35.9M	30.4%
FY 2023	$382.5M	35.1%	21.2%	$33.4M	$75.6M	29.8%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CSV)

✓Walkthrough of CSV's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

CSV // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -27.82%⚡ TESTING RESISTANCE

2026-10-30O $35.43H $36.04L $34.58C $35.44VOL 174.8K

RES: $36.86SUP: $26.71SMA50: $33.59SMA200: $40.10

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CSV Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CSV Butterfly Map → + Track CSV →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

0.6%/yr Implied 5Y Growth

vs. +3.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CSV today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CSV. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for CSV today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CSV)

Consumer Discretionary Rank #306 of 1011 ⚔️ EVH vs CSV Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (CSV vs. EVH, BLW, YELP, EVI)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Carriage Services Inc. (CSV) ranks #306 by composite RQD confidence (64/100, grade C) and #574 by equity capitalization ($562.9M). Within this direct 5-issuer industry benchmark cohort, YELP leads on earnings valuation at 7.1x trailing P/E, while CSV leads on capital efficiency and profitability with 29.8% ROIC and 35.1% gross margin. YELP currently holds the highest overall quantitative score in the immediate peer group at 75/100 (B) compared with CSV at 64/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
CSV ACTIVE Carriage Services Inc.	C	64/100	10.9x	35.1%	29.8%	-2.74%	$562.9M	Benchmark Subject
EVH Evolent Health Inc (Class A)	D-	35/100	—	21.3%	-26.3%	-1.85%	$480.5M	/evh-vs-csv →
BLW Blackrock Limited Duration Income Trust	D+	52/100	—	—	—	+0.78%	$415.0M	/blw-vs-csv →
YELP Yelp Inc.	B	75/100	7.1x	—	29.5%	+2.93%	$1.03B	/yelp-vs-csv →
EVI EVI Industries Inc.	C-	61/100	37.3x	30.4%	5.4%	+1.26%	$279.7M	/evi-vs-csv →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001016281

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Carriage Services Inc. (CSV) reported GAAP revenue of $417.4M (+3.3% vs. FY2024 revenue of $404.2M , and +9.1% cumulative change since FY2023) , GAAP net income of $51.5M, operating cash flow of $60.7M, and free cash flow of $40.1M (+11.6% YoY). On the balance sheet, CSV closed FY2025 with $1.35B in total assets against $5.6M in total debt (Altman Z-Score: 1.16, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$417.4M	$51.5M	$60.7M	$40.1M	$1.35B	$5.6M
FY2024 (FY)	2024-12-31	$404.2M	$33.0M	$52.0M	$35.9M	$1.28B	$4.9M
FY2023 (FY)	2023-12-31	$382.5M	$33.4M	$75.6M	$75.6M	—	—

3. CSV Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CSV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Carriage Services Inc. (NYSE: CSV) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $35.44 (-2.74% 1D, market cap $562.9M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 9/20, FRED Macro Regime Fit 18/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, CSV ranks #306 in composite RQD confidence.

How does CSV compare to EVH and BLW in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Other Consumer Services), CSV carries a Roarable C (64/100 RQD), trailing P/E of 10.9x, gross margin of 35.1%, and ROIC of 29.8%. By comparison, EVH (Evolent Health Inc (Class A)) holds a D- grade (35/100 RQD, P/E N/A, ROIC -26.3%, cap $480.5M) and BLW (Blackrock Limited Duration Income Trust) posts a D+ grade (52/100 RQD, P/E N/A, ROIC —, cap $415.0M). Among the 5-stock peer group, YELP leads on earnings multiple (7.1x) while CSV leads on capital efficiency (29.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CSV?

Per CSV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001016281), Carriage Services Inc. generated $417.4M in revenue (+3.3% YoY), $51.5M in net income, and $40.1M in free cash flow against $1.35B in total assets and $5.6M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CSV trading relative to its 50-day, 200-day, and 52-week technical levels?

CSV last traded at $35.44 (-2.74% on volume of 308,854 shares), positioning the stock +5.51% above its 50-day simple moving average ($33.59) and -11.62% below its 200-day simple moving average ($40.10). Across its 52-week range of $30.11 to $52.10, CSV sits at the 24.2% percentile with a 14-day RSI of 51.1 (NEUTRAL RANGE) and an implied next-earnings move of ±8.0% ($32.60 to $38.28).

CSV Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Carriage Services Inc. (CSV)?

In FY 2025 (10-K), CSV converted $417.4M of revenue into a 35.1% gross margin, 23.4% operating margin, and $40.1M in free cash flow (9.6% FCF margin).

Direct Sub-Reports: CSV RQD Cockpit CSV 12M Forecast CSV Earnings & Move CSV Dividends & DRIP CSV Insiders & 13F CSV Whale Options CSV Profit Sankey CSV News & Why