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ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Carriage Services's annualized return on invested capital (ROIC %) 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 ROIC % 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.
ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. 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 ROIC % 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 ROIC % 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 %, ROIC % 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 ROIC % Related Terms
Carriage Services ROIC % Historical Data
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The historical data trend for Carriage Services's ROIC % 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.
For the Personal Services subindustry, Carriage Services's ROIC %, along with its competitors' market caps and ROIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Carriage Services ROIC % vs Personal Services Industry
For the Personal Services industry and Consumer Cyclical sector, Carriage Services's ROIC % distribution charts can be found below:
* The bar in red indicates where Carriage Services's ROIC % falls into.
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.
Carriage Services (STU:C57) has a ROIC % of 5.78% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Carriage Services and its competitors.
Is Carriage Services' ROIC % too high?
Carriage Services' current ROIC % is 5.78%. The Personal Services industry median ROIC % 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' ROIC % compare to MED and RGS?
Carriage Services' ROIC % of 5.78% can be compared against companies in the Personal Services industry. The industry median ROIC % 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 ROIC % for a Personal Services company?
The median ROIC % among Personal Services companies is 3.28, based on 95 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Carriage Services's current ROIC % 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 ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Carriage Services and its competitors. For the Personal Services industry, the median ROIC % is 3.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Carriage Services's current ROIC % 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 ROIC % 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 ROIC % calculated?
ROIC % is calculated from a company's financial statements. For Carriage Services (STU:C57), the current ROIC % 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:
ROIC %: 5.78%
GF Value™: €37.64 vs. price of €35.60 (5.4% below fair value)
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 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
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