Carriage Services (STU:C57) ROC %: 5.78% (As of Mar. 2026)

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STU:C57 Carriage Services Inc STU:C57
27 GF Score
Price €35.60
GF Value €37.64
Valuation Fairly Valued
! 4 Warning Signs
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What is Carriage Services ROC %?

Carriage Services STU:C57 27 ROC % is 5.78% as of Mar. 2026. GuruFocus rates STU:C57 with a GF Score™ of 27/100 and a GF Value™ of €37.64 (Fairly Valued). The stock has 4 warning signs investors should review.

ROC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROIC %. Carriage Services's annualized return on capital (ROC %) for the quarter that ended in Mar. 2026 was 5.78%.

As of today (2026-08-07), Carriage Services's WACC % is 6.60%. Carriage Services's ROC % is 5.39% (calculated using TTM income statement data). Carriage Services earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Carriage Services  (STU:C57) ROC % Explanation

ROC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROIC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Carriage Services's WACC % is 6.60%. Carriage Services's ROC % is 5.39% (calculated using TTM income statement data). Carriage Services earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Be Aware

Like ROE % and ROA %, ROC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.


Carriage Services ROC % Related Terms


Carriage Services ROC % Historical Data

* Premium members only.

The historical data trend for Carriage Services's ROC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Carriage Services ROC % Chart

Carriage Services Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.36 5.21 4.81 4.52 5.30

Carriage Services Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.49 5.24 5.11 5.23 5.78
STU:C57
27GF Score
Carriage Services Inc STU:C57
ROC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Carriage Services ROC % Calculation

Carriage Services's annualized Return on Capital (ROC %) for the fiscal year that ended in Dec. 2025 is calculated as:

ROC % (A: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Dec. 2024 ) + Invested Capital (A: Dec. 2025 ))/ count )
=83.716 * ( 1 - 26.69% )/( (1199.733 + 1118.158)/ 2 )
=61.3721996/1158.9455
=5.30 %

where

Carriage Services's annualized Return on Capital (ROC %) for the quarter that ended in Mar. 2026 is calculated as:

ROC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=88.42 * ( 1 - 26.67% )/( (1118.158 + 1124.824)/ 2 )
=64.838386/1121.491
=5.78 %

where

Note: The Operating Income data used here is four times the quarterly (Mar. 2026) data. The tax rate is limited to between 0% and 100%.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROC % →
What does a ROC % of 5.78% mean?
Carriage Services (STU:C57) has a ROC % of 5.78% as of Mar. 2026. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Carriage Services and its competitors.
Is Carriage Services' ROC % too high?
Carriage Services' current ROC % is 5.78%. The Personal Services industry median ROC % is 3.28. Carriage Services' value of 5.78% is 76.2% above this industry median. Overall, Carriage Services has a GF Score™ of 27/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Carriage Services' ROC % compare to MED and RGS?
Carriage Services' ROC % of 5.78% can be compared against companies in the Personal Services industry. The industry median ROC % is 3.28. Carriage Services' value of 5.78% is 76.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for a Personal Services company?
The median ROC % among Personal Services companies is 3.28, based on 95 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Carriage Services's current ROC % of 5.78% is 76.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Carriage Services and its competitors. For the Personal Services industry, the median ROC % is 3.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Carriage Services's current ROC % is 5.78%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carriage Services stock overvalued right now?
Based on GuruFocus' analysis, Carriage Services (STU:C57) is currently considered Fairly Valued. The stock's GF Value™ is €37.64, compared to a current price of €35.60 — trading 5.4% below its estimated fair value. The current ROC % is 5.78% and 76.2% above the Personal Services industry median of 3.28. Carriage Services' overall GF Score™ is 27/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC % calculated?
ROC % is calculated from a company's financial statements. For Carriage Services (STU:C57), the current ROC % is 5.78% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Carriage Services (STU:C57) Overvalued in 2026?

Based on GuruFocus' analysis, Carriage Services stock appears to be undervalued. The current stock price of €35.60 is trading 5.4% below its estimated GF Value™ of €37.64. GuruFocus considers Carriage Services to be Fairly Valued.

Key valuation signals for STU:C57:

  • ROC %: 5.78%
  • GF Value™: €37.64 vs. price of €35.60 (5.4% below fair value)
  • GF Score™: 27/100 with 4 warning signs
  • Industry Position: 76.2% above the Personal Services median

No single metric tells the full story. See the STU:C57 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Carriage Services Business Description

Other Exchanges CSV:USA
Address 3040 Post Oak Boulevard, Suite 300, Houston, TX, USA, 77056
Carriage Services Inc is a provider of funeral and cemetery services and merchandise in the United States. It operates in two business segments: The Funeral Home Operations segment offers burial, cremation, and consultation services; removes and prepares remains; sells caskets, urns, and related funeral merchandise. The company enables the use of funeral home facilities for visitation, remembrance, and transportation services. The Cemetery Operations segment provides services, such as mausoleum spaces and niches, private estates, lawn crypt gardens, traditional single burial gravesites, and burial vaults. The majority of revenue is derived from The Funeral Home Operations segment.
27GF Score

Get the complete analysis for STU:C57

ROC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€35.60
Price
€37.64
GF Value