CSV vs NCDL

Comparison between Carriage Services Inc (CSV, Company) and Nuveen Churchill Direct Lending Corp (NCDL, Company).

CSV is from the Consumer Cyclical sector, while NCDL is from the Financial Services sector.

CSV vs NCDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSV(COMPANY)	NCDL(COMPANY)
Market Cap	$635M	$635M
Max Drawdown	87.05%	30.23%
Sharpe Ratio	-0.52	-0.61
5Y Beta	0.45	0.49
Industry	Personal Services	Asset Management
P/E Ratio	14.32	10.71
Forward P/E	11.11	7.93
PEG Ratio	0.83	N/A
Dividend Yield	1.19%	N/A
5Y Dividends CAGR	9.18%	N/A
5Y EPS CAGR	8.61%	N/A
Debt to Equity	2.33%	131.86%
Free Cash Flow Yield	6.37%	29.82%
P/S Ratio	1.47	8.77
P/B Ratio	2.29	0.73

Market Cap

Winner

CSV

$635M

NCDL

$635M

Max Drawdown

CSV

87.05%

Winner

NCDL

30.23%

Sharpe Ratio

Winner

CSV

-0.52

NCDL

-0.61

5Y Beta

Winner

CSV

0.45

NCDL

0.49

Industry

CSV

Personal Services

NCDL

Asset Management

P/E Ratio

CSV

14.32

Winner

NCDL

10.71

Forward P/E

CSV

11.11

Winner

NCDL

7.93

PEG Ratio

CSV

0.83

NCDL

N/A

Dividend Yield

CSV

1.19%

NCDL

N/A

5Y Dividends CAGR

CSV

9.18%

NCDL

N/A

5Y EPS CAGR

CSV

8.61%

NCDL

N/A

Debt to Equity

Winner

CSV

2.33%

NCDL

131.86%

Free Cash Flow Yield

CSV

6.37%

Winner

NCDL

29.82%

P/S Ratio

Winner

CSV

1.47

NCDL

8.77

P/B Ratio

CSV

2.29

Winner

NCDL

0.73

CSV vs NCDL - Historical Returns

Returns include dividend reinvestment.

Period	CSV	NCDL
1 month	-7.06%	-4.63%
3 months	-3.50%	+0.32%
6 months	-7.74%	-5.45%
1 year	-9.42%	-11.29%
5 years(CAGR)	+2.38%	N/A
10 years(CAGR)	+7.27%	N/A
Max(CAGR)	+7.64%	-2.42%

CSV

-7.06%

Winner

NCDL

-4.63%

CSV

-3.50%

Winner

NCDL

+0.32%

CSV

-7.74%

Winner

NCDL

-5.45%

Winner

CSV

-9.42%

NCDL

-11.29%

5Y(CAGR)

CSV

+2.38%

NCDL

N/A

10Y(CAGR)

CSV

+7.27%

NCDL

N/A

Max(CAGR)

Winner

CSV

+7.64%

NCDL

-2.42%

CSV vs NCDL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSV	NCDL
2026	-2.38%	-2.36%
2025	+9.56%	-9.74%
2024	+61.21%	+6.10%
2023	-11.02%	N/A
2022	-54.82%	N/A
2021	+110.24%	N/A
2020	+25.86%	N/A
2019	+66.54%	N/A
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 NCDL Drawdown Comparison

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

The maximum drawdown for NCDL was -20.69%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current CSV drawdown is -35.06%. The current NCDL drawdown is -17.87%.

Rank	CSV	NCDL
#1	-87.05% Nov 27, 2007 - Oct 24, 2012	-20.69% Jul 17, 2025 - Mar 27, 2026
#2	-83.61% Nov 9, 1999 - Aug 1, 2001	-15.56% Feb 20, 2025 - Jul 10, 2025
#3	-68.54% Dec 29, 2021 - Nov 13, 2023	-10.15% Jan 30, 2024 - Mar 21, 2024
#4	-65.53% Aug 15, 2001 - Apr 16, 2007	-7.02% Jul 17, 2024 - Aug 29, 2024
#5	-51.01% Dec 13, 2019 - Nov 13, 2020	-5.76% Mar 28, 2024 - Jun 6, 2024
#6	-48.75% Dec 27, 2016 - Dec 13, 2019	-4.80% Oct 9, 2024 - Jan 24, 2025
#7	-28.66% Jan 22, 2014 - Jan 23, 2015	-3.06% Jun 7, 2024 - Jul 2, 2024
#8	-23.14% Apr 10, 2013 - Jan 14, 2014	-2.70% Aug 30, 2024 - Sep 13, 2024
#9	-21.51% Dec 4, 2015 - Nov 11, 2016	-2.17% Mar 21, 2024 - Mar 28, 2024
#10	-18.66% May 21, 2015 - Dec 2, 2015	-2.17% Sep 18, 2024 - Oct 9, 2024
#11	-15.39% Jul 23, 2007 - Oct 22, 2007	-1.91% Jul 2, 2024 - Jul 17, 2024
#12	-14.43% May 10, 2007 - Jul 16, 2007	-1.45% Jan 27, 2025 - Feb 3, 2025
#13	-13.88% Nov 1, 1999 - Nov 9, 1999	-1.17% Jul 11, 2025 - Jul 16, 2025
#14	-11.57% Sep 3, 2021 - Oct 28, 2021	-0.46% Feb 3, 2025 - Feb 11, 2025
#15	-10.75% Jun 1, 2021 - Aug 11, 2021	-0.28% Jan 25, 2024 - Jan 30, 2024

Correlation

Correlation between CSV and NCDL is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

0.06

-101

Dividend Comparison (2011 - 2026)

CSV vs NCDL dividend yield comparison.

Year	CSV	NCDL
2026	0.56%	3.13%
2025	1.06%	14.24%
2024	1.13%	12.51%
2023	1.80%	0.00%
2022	1.63%	0.00%
2021	0.64%	0.00%
2020	1.08%	0.00%
2019	1.17%	0.00%
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%