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Carriage Services CSV Preneed Cemetery Trust Investments — Fair Market Value

Similar metrics at other companies

Service Corporation International logo
SCIPreneed trust investments
$5.73B+11.9%
Golub Capital logo
GBDCInvestment Owned, At Fair Value And Money Market Funds, At Carrying Value
$8.4B-4.5%
Goldman Sachs BDC logo
GSBDInvestment Owned At Fair Value Assetsand Money Market Funds At Carrying Value
$3.23B-4.5%
3M logo
MMMEstimated Fair Value
$431M-39.6%
MidCap Financial Investment Corporation logo
MFICInvestment Owned At Fair Value After Cash Equivalents
$2.97B-6.9%
Heritage Financial logo
HFWAFair Value
$640.31M-1.6%

Other financials

Income statement

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Revenue$106.1M-0.9%
Gross profit$38.6M+2.1%
Operating income$25.3M-19.9%
Net income$13.5M-35.5%
EPS (diluted)$0.84-37.3%

Balance sheet

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Cash & equivalents$2.9M-37.4%
Total debt$25.4M-5.1%
Total equity$266.9M+19.7%
Total assets$1.3B+5.7%

Cash flow

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Operating cash flow$14.9M+8.0%
CapEx$3.9M+23.2%
Free cash flow$11.0M+3.5%

Valuation

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Market cap$593.31M-13.6%
Enterprise value$615.82M-13.1%
P/E13.5×-1.2×
P/S1.4×-0.3×

Profitability

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Gross margin35.4%+0.1pp
Operating margin21.9%-1.1pp
Net margin10.6%-0.9pp
FCF margin9.7%+1.9pp

Returns & leverage

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Return on equity18%-5.3pp
Debt / equity0.1×0.0×
Current ratio1.2×+0.2×

Where this comes from

Reported directly by Carriage Services in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleSecuritiesDebtSecurities.

The official record: Carriage Services’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Carriage Services's preneed cemetery trust investments — fair market value?
Carriage Services (CSV) reported preneed cemetery trust investments — fair market value of $113.68M in Q1 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 5.8% year-over-year, from $107.43M to $113.68M.
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.