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CSV vs HELE

Comparison between Carriage Services Inc (CSV, Company) and Helen of Troy Ltd (HELE, Company).

CSV is from the Consumer Cyclical sector, while HELE is from the Consumer Defensive sector.

5-Year PerformanceCSV has outperformed HELE, delivering a return of +2.4% compared to -33.4%

CSV vs HELE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CSV
$635M
Winner
HELE
$635M
Max Drawdown
Winner
CSV
87.05%
HELE
94.72%
Sharpe Ratio
CSV
-0.52
Winner
HELE
0.25
5Y Beta
Winner
CSV
0.45
HELE
1.10
Industry
CSV
Personal Services
HELE
Household & Personal Products
P/E Ratio
CSV
14.32
Winner
HELE
-0.70
Forward P/E
CSV
11.11
Winner
HELE
6.71
PEG Ratio
Winner
CSV
0.83
HELE
1.19
Dividend Yield
CSV
1.19%
HELE
N/A
5Y Dividends CAGR
CSV
9.18%
HELE
N/A
5Y EPS CAGR
CSV
8.61%
HELE
N/A
Debt to Equity
Winner
CSV
2.33%
HELE
97.82%
Free Cash Flow Yield
CSV
6.37%
Winner
HELE
26.94%
P/S Ratio
CSV
1.47
Winner
HELE
0.35
P/B Ratio
CSV
2.29
Winner
HELE
0.71

CSV vs HELE - Historical Returns

Returns include dividend reinvestment.

1M
CSV
-7.06%
Winner
HELE
+24.57%
3M
CSV
-3.50%
Winner
HELE
+78.16%
6M
CSV
-7.74%
Winner
HELE
+42.19%
1Y
CSV
-9.42%
Winner
HELE
+6.68%
5Y(CAGR)
Winner
CSV
+2.38%
HELE
-33.39%
10Y(CAGR)
Winner
CSV
+7.27%
HELE
-11.52%
Max(CAGR)
Winner
CSV
+7.64%
HELE
+4.58%

CSV vs HELE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSVHELE
2026-2.38%+44.88%
2025+9.56%-64.30%
2024+61.21%-50.99%
2023-11.02%+9.05%
2022-54.82%-54.68%
2021+110.24%+11.02%
2020+25.86%+21.20%
2019+66.54%+37.99%
2018-39.49%+36.72%
2017-9.09%+12.36%
2016+23.02%-6.11%
2015+20.06%+45.47%
2014+3.77%+33.92%
2013+46.28%+45.15%
2012+118.16%+5.86%
2011+17.49%+0.10%
2010+22.47%+23.40%
2009+83.64%+38.27%
2008-77.59%+5.53%
2007+73.23%-31.77%
2006+2.21%+49.57%
2005+0.40%-51.37%
2004+29.66%+45.81%
2003-9.09%+94.45%
2002-24.05%-5.98%
2001+266.48%+134.99%
2000-72.21%-32.76%
1999-12.03%-20.00%

CSV vs HELE Drawdown Comparison

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

The maximum drawdown for HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current CSV drawdown is -35.06%. The current HELE drawdown is -88.64%.

RankCSVHELE
#1-87.05%
Nov 27, 2007 - Oct 24, 2012
-94.72%
Jan 27, 2021 - Mar 27, 2026
#2-83.61%
Nov 9, 1999 - Aug 1, 2001
-76.82%
Jul 2, 2004 - Feb 12, 2013
#3-68.54%
Dec 29, 2021 - Nov 13, 2023
-61.08%
Nov 26, 1999 - Jul 12, 2001
#4-65.53%
Aug 15, 2001 - Apr 16, 2007
-45.07%
Feb 11, 2020 - Jul 9, 2020
#5-51.01%
Dec 13, 2019 - Nov 13, 2020
-43.39%
Jul 23, 2001 - Jan 8, 2002
#6-48.75%
Dec 27, 2016 - Dec 13, 2019
-42.94%
Jan 15, 2002 - May 13, 2003
#7-28.66%
Jan 22, 2014 - Jan 23, 2015
-25.99%
Jun 8, 2016 - Jul 9, 2018
#8-23.14%
Apr 10, 2013 - Jan 14, 2014
-25.43%
Mar 18, 2014 - Jan 9, 2015
#9-21.51%
Dec 4, 2015 - Nov 11, 2016
-24.87%
Sep 4, 2003 - Jan 13, 2004
#10-18.66%
May 21, 2015 - Dec 2, 2015
-24.59%
Dec 3, 2018 - Jul 10, 2019
#11-15.39%
Jul 23, 2007 - Oct 22, 2007
-20.53%
Dec 4, 2015 - Mar 29, 2016
#12-14.43%
May 10, 2007 - Jul 16, 2007
-17.30%
Jun 25, 2015 - Oct 9, 2015
#13-13.88%
Nov 1, 1999 - Nov 9, 1999
-15.70%
May 4, 2004 - Jun 30, 2004
#14-11.57%
Sep 3, 2021 - Oct 28, 2021
-12.61%
Aug 24, 2020 - Dec 8, 2020
#15-10.75%
Jun 1, 2021 - Aug 11, 2021
-11.75%
Mar 1, 2004 - Apr 6, 2004

Correlation

Correlation between CSV and HELE is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

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