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5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
Carriage Services's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 11.65%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Carriage Services's 5-Year ROIIC % or its related term are showing as below:
CSV's 5-Year ROIIC % is ranked better than 59.26% of 81
companies
in the Personal Services industry
Industry Median: 3.25
vs CSV: 11.65
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Carriage Services 5-Year ROIIC % Related Terms
Carriage Services 5-Year ROIIC % Historical Data
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The historical data trend for Carriage Services's 5-Year ROIIC % 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 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % 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 5-Year ROIIC % vs Personal Services Industry
For the Personal Services industry and Consumer Cyclical sector, Carriage Services's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Carriage Services's 5-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Carriage Services (CSV) has a 5-Year ROIIC % of 11.65 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Carriage Services and its competitors. According to the industry distribution chart, Carriage Services ranks #33 out of 81 companies in the Personal Services industry, placing it in the top 40.7%.
Is Carriage Services' 5-Year ROIIC % too high?
Carriage Services' current 5-Year ROIIC % is 11.65. The Personal Services industry median 5-Year ROIIC % is 3.25. Carriage Services' value of 11.65 is 258.5% above this industry median. Based on the distribution chart, Carriage Services ranks #33 out of 81 companies in the Personal Services industry, which is above the industry midpoint. Overall, Carriage Services has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Carriage Services' 5-Year ROIIC % compare to MED and RGS?
According to the Personal Services industry distribution chart, Carriage Services ranks #33 out of 81 companies for 5-Year ROIIC %. This puts Carriage Services in the upper half of its industry. The industry median 5-Year ROIIC % is 3.25. Carriage Services' value of 11.65 is 258.5% 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 5-Year ROIIC % for a Personal Services company?
The median 5-Year ROIIC % among Personal Services companies is 3.25, based on 81 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Carriage Services's current 5-Year ROIIC % of 11.65 is 258.5% 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 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Carriage Services and its competitors. For the Personal Services industry, the median 5-Year ROIIC % is 3.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Carriage Services's current 5-Year ROIIC % is 11.65. 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 (CSV) is currently considered Fairly Valued. The stock's GF Value™ is $39.12, compared to a current price of $35.87 — trading 8.3% below its estimated fair value. The current 5-Year ROIIC % is 11.65 and 258.5% above the Personal Services industry median of 3.25. Carriage Services' overall GF Score™ is 73/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For Carriage Services (CSV), the current 5-Year ROIIC % is 11.65 as of Dec. 2025. 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 (CSV) Overvalued in 2026?
Based on GuruFocus' analysis, Carriage Services stock appears to be undervalued.
The current stock price of $35.87 is trading 8.3% below its estimated GF Value™ of $39.12.
GuruFocus considers Carriage Services to be Fairly Valued.
Key valuation signals for CSV:
5-Year ROIIC %: 11.65
GF Value™: $39.12 vs. price of $35.87 (8.3% below fair value)
Industry Position: 258.5% above the Personal Services median (#33 of 81)
No single metric tells the full story. See the CSV 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.
73GF Score
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