Skip to content
Screener

Carriage Services CSV Preneed Cemetery Trust Investments — Fair Market Value

Similar metrics at other companies

KKR & Co. logo
KKRInsurance — Fair Value
$88.06B+7.3%
ARE
AREEquity investments and equity securities without readily determinable, fair value
$1.54B+3.8%
Celanese Corporation logo
CEEquity investments and equity securities without readily determinable, fair value
$0—
Commerce Bancshares logo
CBSHEquity investments and equity securities without readily determinable, fair value
$114.72M+110%
Lantheus Holdings logo
LNTHEquity investments and equity securities without readily determinable, fair value
$118.98M+164%
Chemung Financial logo
CHMGEquity investments and equity securities without readily determinable, fair value
$3.61M+6.4%

Other financials

Income statement

See full
Revenue$102.9M+0.8%
Gross profit$35.0M-2.5%
Operating income$24.0M-0.2%
Net income$12.3M+4.5%
EPS (diluted)$0.77+4.1%

Balance sheet

See full
Cash & equivalents$2.6M+82.4%
Total debt$24.7M-9.1%
Total equity$279.4M+18.7%
Total assets$1.4B+7.1%

Cash flow

See full
Operating cash flow$7.6M-6.6%
CapEx$5.3M+87.2%
Free cash flow$2.2M-57.5%

Valuation

See full
Market cap$569.34M-23.6%
Enterprise value$591.54M-23.3%
P/E12.8×-1.5×
P/S1.4×-0.5×

Profitability

See full
Gross margin35.1%+0.1pp
Operating margin21.9%-2.5pp
Net margin10.7%-2.2pp
FCF margin9%-0.1pp

Returns & leverage

See full
Return on equity17.3%-7.4pp
Debt / equity0.1×0.0×
Current ratio1.5×+0.4×

Where this comes from

Reported directly by Carriage Services in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleSecuritiesDebtSecurities.

The source filing: Carriage Services’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:35 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001016281-26-000055
Line itemFair Value Hierarchy LevelCostUnrealized GainsUnrealized LossesFair Market Value
Mutual funds:
Equity110,23377(1,203)9,107
Fixed income243,00792(358)42,741
Alternative investments32,552392(157)32,787
Trust securities$116,359$3,363$(3,397)$116,325
Accrued investment income$622$622
Preneed cemetery trust investments$116,947
Market value as a percentage of cost100.0%

Item 1.Financial Statements.

FAQ

What is Carriage Services's preneed cemetery trust investments — fair market value?
Carriage Services (CSV) reported preneed cemetery trust investments — fair market value of $116.33M in Q2 2026.
How has Carriage Services's preneed cemetery trust investments — fair market value changed year-over-year?
Carriage Services's preneed cemetery trust investments — fair market value increased by 12.5% year-over-year, from $103.38M to $116.33M.
What is the long-term trend for Carriage Services's preneed cemetery trust investments — fair market value?
Over 3 years (2022 to 2025), Carriage Services's preneed cemetery trust investments — fair market value has grown at a 3.6% compound annual growth rate (CAGR), from $384.37M to $427.8M.
What does preneed cemetery trust investments — fair market value mean?
This represents the current exit price of the trust's investment portfolio if it were liquidated in an orderly transaction. It provides the most accurate assessment of the assets available to cover future cemetery service obligations at a specific point in time.

Ask your AI about Carriage Services's preneed cemetery trust investments — fair market value.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude