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Carriage Services CSV Preneed Funeral Trust Investments — Fair Market Value

Similar metrics at other companies

Golub Capital logo
GBDCInvestment Owned, At Fair Value And Money Market Funds, At Carrying Value
$8.4B-4.5%
3M logo
MMMEstimated Fair Value
$431M-39.6%
Heritage Financial logo
HFWAFair Value
$640.31M-1.6%
Goldman Sachs BDC logo
GSBDInvestment Owned At Fair Value Assetsand Money Market Funds At Carrying Value
$3.23B-4.5%
Goldman Sachs BDC logo
GSBDMoney Market Funds At Fair Value
$2.48M—
Allstate logo
ALLEstimated Fair Value
$59.06B+13.6%

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 funeral trust investments — fair market value?
Carriage Services (CSV) reported preneed funeral trust investments — fair market value of $117.98M in Q1 2026.
How has Carriage Services's preneed funeral trust investments — fair market value changed year-over-year?
Carriage Services's preneed funeral trust investments — fair market value increased by 5.9% year-over-year, from $111.41M to $117.98M.
What is the long-term trend for Carriage Services's preneed funeral trust investments — fair market value?
Over 3 years (2022 to 2025), Carriage Services's preneed funeral trust investments — fair market value has grown at a 2.8% compound annual growth rate (CAGR), from $429.43M to $466.33M.
What does preneed funeral trust investments — fair market value mean?
This is the current exit price that would be received to sell an asset in an orderly transaction between market participants at the measurement date. It provides the most accurate reflection of the trust's current ability to cover future funeral service obligations.