CSV vs BLMN

Comparison between Carriage Services Inc (CSV, Company) and Bloomin Brands Inc (BLMN, Company).

Both CSV and BLMN are from the Consumer Cyclical sector.

5-Year PerformanceCSV has outperformed BLMN, delivering a return of +2.4% compared to -18.9%

CSV vs BLMN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSV(COMPANY)	BLMN(COMPANY)
Market Cap	$635M	$633M
Max Drawdown	87.05%	83.35%
Sharpe Ratio	-0.52	0.34
5Y Beta	0.45	1.42
Industry	Personal Services	Restaurants
P/E Ratio	14.32	29.19
Forward P/E	11.11	6.25
PEG Ratio	0.83	1.07
Dividend Yield	1.19%	4.05%
5Y Dividends CAGR	9.18%	25.39%
5Y EPS CAGR	8.61%	N/A
Debt to Equity	2.33%	190.28%
Free Cash Flow Yield	6.37%	18.83%
P/S Ratio	1.47	0.16
P/B Ratio	2.29	1.61

Market Cap

Winner

CSV

$635M

BLMN

$633M

Max Drawdown

CSV

87.05%

Winner

BLMN

83.35%

Sharpe Ratio

CSV

-0.52

Winner

BLMN

0.34

5Y Beta

Winner

CSV

0.45

BLMN

1.42

Industry

CSV

Personal Services

BLMN

Restaurants

P/E Ratio

Winner

CSV

14.32

BLMN

29.19

Forward P/E

CSV

11.11

Winner

BLMN

6.25

PEG Ratio

Winner

CSV

0.83

BLMN

1.07

Dividend Yield

CSV

1.19%

Winner

BLMN

4.05%

5Y Dividends CAGR

CSV

9.18%

Winner

BLMN

25.39%

5Y EPS CAGR

CSV

8.61%

BLMN

N/A

Debt to Equity

Winner

CSV

2.33%

BLMN

190.28%

Free Cash Flow Yield

CSV

6.37%

Winner

BLMN

18.83%

P/S Ratio

CSV

1.47

Winner

BLMN

0.16

P/B Ratio

CSV

2.29

Winner

BLMN

1.61

CSV vs BLMN - Historical Returns

Returns include dividend reinvestment.

Period	CSV	BLMN
1 month	-7.06%	-0.36%
3 months	-3.50%	+52.39%
6 months	-7.74%	+16.93%
1 year	-9.42%	-3.99%
5 years(CAGR)	+2.38%	-18.94%
10 years(CAGR)	+7.27%	-5.60%
Max(CAGR)	+7.64%	-1.02%

CSV

-7.06%

Winner

BLMN

-0.36%

CSV

-3.50%

Winner

BLMN

+52.39%

CSV

-7.74%

Winner

BLMN

+16.93%

CSV

-9.42%

Winner

BLMN

-3.99%

5Y(CAGR)

Winner

CSV

+2.38%

BLMN

-18.94%

10Y(CAGR)

Winner

CSV

+7.27%

BLMN

-5.60%

Max(CAGR)

Winner

CSV

+7.64%

BLMN

-1.02%

CSV vs BLMN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSV	BLMN
2026	-2.38%	+29.94%
2025	+9.56%	-45.45%
2024	+61.21%	-53.05%
2023	-11.02%	+43.42%
2022	-54.82%	-4.40%
2021	+110.24%	+14.39%
2020	+25.86%	-11.17%
2019	+66.54%	+23.68%
2018	-39.49%	-16.34%
2017	-9.09%	+20.01%
2016	+23.02%	+10.99%
2015	+20.06%	-28.58%
2014	+3.77%	+3.73%
2013	+46.28%	+46.49%
2012	+118.16%	+26.03%
2011	+17.49%	N/A
2010	+22.47%	N/A
2009	+83.64%	N/A
2008	-77.59%	N/A
2007	+73.23%	N/A
2006	+2.21%	N/A
2005	+0.40%	N/A
2004	+29.66%	N/A
2003	-9.09%	N/A
2002	-24.05%	N/A
2001	+266.48%	N/A
2000	-72.21%	N/A
1999	-12.03%	N/A

CSV vs BLMN Drawdown Comparison

The maximum drawdown for CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 1238 trading sessions.

The maximum drawdown for BLMN was -80.51%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current CSV drawdown is -35.06%. The current BLMN drawdown is -69.29%.

Rank	CSV	BLMN
#1	-87.05% Nov 27, 2007 - Oct 24, 2012	-80.51% Mar 7, 2024 - Mar 27, 2026
#2	-83.61% Nov 9, 1999 - Aug 1, 2001	-80.33% Nov 25, 2013 - Feb 19, 2021
#3	-68.54% Dec 29, 2021 - Nov 13, 2023	-47.83% Apr 30, 2021 - Mar 6, 2024
#4	-65.53% Aug 15, 2001 - Apr 16, 2007	-20.18% Sep 28, 2012 - Dec 17, 2012
#5	-51.01% Dec 13, 2019 - Nov 13, 2020	-19.35% Jul 11, 2013 - Nov 25, 2013
#6	-48.75% Dec 27, 2016 - Dec 13, 2019	-9.50% Feb 1, 2013 - Apr 9, 2013
#7	-28.66% Jan 22, 2014 - Jan 23, 2015	-9.07% Mar 26, 2021 - Apr 29, 2021
#8	-23.14% Apr 10, 2013 - Jan 14, 2014	-9.02% Mar 15, 2021 - Mar 26, 2021
#9	-21.51% Dec 4, 2015 - Nov 11, 2016	-6.30% Feb 24, 2021 - Mar 5, 2021
#10	-18.66% May 21, 2015 - Dec 2, 2015	-6.14% Sep 21, 2012 - Sep 28, 2012
#11	-15.39% Jul 23, 2007 - Oct 22, 2007	-5.73% Dec 19, 2012 - Jan 10, 2013
#12	-14.43% May 10, 2007 - Jul 16, 2007	-5.61% May 6, 2013 - May 28, 2013
#13	-13.88% Nov 1, 1999 - Nov 9, 1999	-5.34% Aug 9, 2012 - Sep 5, 2012
#14	-11.57% Sep 3, 2021 - Oct 28, 2021	-4.56% Apr 16, 2013 - Apr 25, 2013
#15	-10.75% Jun 1, 2021 - Aug 11, 2021	-4.41% Apr 30, 2013 - May 6, 2013

Correlation

Correlation between CSV and BLMN is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2011 - 2026)

CSV vs BLMN dividend yield comparison.

Year	CSV	BLMN
2026	0.56%	0.00%
2025	1.06%	7.29%
2024	1.13%	7.86%
2023	1.80%	3.41%
2022	1.63%	2.78%
2021	0.64%	0.00%
2020	1.08%	1.03%
2019	1.17%	1.81%
2018	1.94%	2.01%
2017	0.88%	1.50%
2016	0.52%	1.55%
2015	0.41%	1.42%
2014	0.48%	0.00%
2013	0.67%	0.00%
2012	0.84%	0.00%
2011	1.34%	0.00%