CSV vs MGR

Comparison between Carriage Services Inc (CSV, Company) and Affiliated Managers Group Inc (MGR, Company).

CSV is from the Consumer Cyclical sector, while MGR is from the Financials sector.

5-Year PerformanceCSV has outperformed MGR, delivering a return of +1.7% compared to -0.1%

CSV vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSV(COMPANY)	MGR(COMPANY)
Market Cap	$602M	$602M
Max Drawdown	87.05%	40.21%
Sharpe Ratio	-0.86	-0.02
5Y Beta	0.42	0.24
Industry	Personal Services	Investment Banking & Investment Services
P/E Ratio	13.57	0.84
Forward P/E	10.87	N/A
PEG Ratio	0.83	0.02
Dividend Yield	1.19%	6.46%
5Y Dividends CAGR	9.18%	0.01%
5Y EPS CAGR	8.61%	147.87%
Debt to Equity	2.33%	83.11%
Free Cash Flow Yield	6.72%	N/A
P/S Ratio	1.46	N/A
P/B Ratio	2.34	N/A

Market Cap

Winner

CSV

$602M

MGR

$602M

Max Drawdown

CSV

87.05%

Winner

MGR

40.21%

Sharpe Ratio

CSV

-0.86

Winner

MGR

-0.02

5Y Beta

CSV

0.42

Winner

MGR

0.24

Industry

CSV

Personal Services

MGR

Investment Banking & Investment Services

P/E Ratio

CSV

13.57

Winner

MGR

0.84

Forward P/E

CSV

10.87

MGR

N/A

PEG Ratio

CSV

0.83

Winner

MGR

0.02

Dividend Yield

CSV

1.19%

Winner

MGR

6.46%

5Y Dividends CAGR

Winner

CSV

9.18%

MGR

0.01%

5Y EPS CAGR

CSV

8.61%

Winner

MGR

147.87%

Debt to Equity

Winner

CSV

2.33%

MGR

83.11%

Free Cash Flow Yield

CSV

6.72%

MGR

N/A

P/S Ratio

CSV

1.46

MGR

N/A

P/B Ratio

CSV

2.34

MGR

N/A

CSV vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	CSV	MGR
1 month	-4.10%	+2.88%
3 months	-23.97%	+2.22%
6 months	-13.99%	-1.93%
1 year	-19.07%	+3.11%
5 years(CAGR)	+1.72%	-0.15%
10 years(CAGR)	+5.47%	N/A
Max(CAGR)	+7.23%	+3.38%

CSV

-4.10%

Winner

MGR

+2.88%

CSV

-23.97%

Winner

MGR

+2.22%

CSV

-13.99%

Winner

MGR

-1.93%

CSV

-19.07%

Winner

MGR

+3.11%

5Y(CAGR)

Winner

CSV

+1.72%

MGR

-0.15%

10Y(CAGR)

CSV

+5.47%

MGR

N/A

Max(CAGR)

Winner

CSV

+7.23%

MGR

+3.38%

CSV vs MGR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSV	MGR
2026	-11.15%	-0.45%
2025	+9.56%	+0.66%
2024	+61.21%	+3.45%
2023	-11.02%	+14.39%
2022	-54.82%	-17.68%
2021	+110.24%	+3.17%
2020	+25.86%	+7.94%
2019	+66.54%	+13.00%
2018	-39.49%	N/A
2017	-9.09%	N/A
2016	+23.02%	N/A
2015	+20.06%	N/A
2014	+3.77%	N/A
2013	+46.28%	N/A
2012	+118.16%	N/A
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 MGR Drawdown Comparison

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

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The current CSV drawdown is -40.89%. The current MGR drawdown is -8.52%.

Rank	CSV	MGR
#1	-87.05% Nov 27, 2007 - Oct 24, 2012	-40.21% Feb 10, 2020 - Jul 13, 2020
#2	-83.61% Nov 9, 1999 - Aug 1, 2001	-23.16% Jul 12, 2021 - Feb 9, 2024
#3	-68.54% Dec 29, 2021 - Nov 13, 2023	-17.51% Oct 18, 2024 - Apr 16, 2025
#4	-65.53% Aug 15, 2001 - Apr 16, 2007	-10.12% Feb 12, 2024 - Sep 5, 2024
#5	-51.01% Dec 13, 2019 - Nov 13, 2020	-4.81% Aug 18, 2020 - Dec 15, 2020
#6	-48.75% Dec 27, 2016 - Dec 13, 2019	-4.32% Dec 28, 2020 - Mar 31, 2021
#7	-28.66% Jan 22, 2014 - Jan 23, 2015	-3.55% Apr 14, 2021 - Jun 16, 2021
#8	-23.14% Apr 10, 2013 - Jan 14, 2014	-3.01% Sep 3, 2019 - Oct 22, 2019
#9	-21.51% Dec 4, 2015 - Nov 11, 2016	-2.46% Jul 20, 2020 - Jul 31, 2020
#10	-18.66% May 21, 2015 - Dec 2, 2015	-2.46% Nov 13, 2019 - Dec 18, 2019
#11	-15.39% Jul 23, 2007 - Oct 22, 2007	-2.15% Jul 31, 2019 - Aug 22, 2019
#12	-14.43% May 10, 2007 - Jul 16, 2007	-1.64% Oct 2, 2024 - Oct 16, 2024
#13	-13.88% Nov 1, 1999 - Nov 9, 1999	-1.60% Dec 23, 2019 - Jan 14, 2020
#14	-11.57% Sep 3, 2021 - Oct 28, 2021	-1.47% Jul 31, 2020 - Aug 11, 2020
#15	-10.75% Jun 1, 2021 - Aug 11, 2021	-1.46% Jan 14, 2020 - Feb 3, 2020

Correlation

Correlation between CSV and MGR is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2011 - 2026)

CSV vs MGR dividend yield comparison.

Year	CSV	MGR
2026	0.61%	3.61%
2025	1.06%	6.99%
2024	1.13%	6.66%
2023	1.80%	6.52%
2022	1.63%	7.07%
2021	0.64%	5.44%
2020	1.08%	5.29%
2019	1.17%	2.76%
2018	1.94%	0.00%
2017	0.88%	0.00%
2016	0.52%	0.00%
2015	0.41%	0.00%
2014	0.48%	0.00%
2013	0.67%	0.00%
2012	0.84%	0.00%
2011	1.34%	0.00%