CSV vs NGVC

Comparison between Carriage Services Inc (CSV, Company) and Natural Grocers by Vitamin Cottage Inc (NGVC, Company).

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

5-Year PerformanceNGVC has outperformed CSV, delivering a return of +25.9% compared to +1.0%

CSV vs NGVC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSV(COMPANY)	NGVC(COMPANY)
Market Cap	$687M	$686M
Max Drawdown	87.05%	89.04%
Sharpe Ratio	-0.68	-0.83
5Y Beta	0.47	0.52
Industry	Personal Services	Grocery Stores
P/E Ratio	15.48	14.22
Forward P/E	10.83	12.18
PEG Ratio	0.83	0.87
Dividend Yield	1.20%	1.86%
5Y Dividends CAGR	9.18%	-21.26%
5Y EPS CAGR	8.61%	23.04%
Debt to Equity	2.33%	0.63%
Free Cash Flow Yield	5.89%	2.52%
P/S Ratio	1.65	0.51
P/B Ratio	2.57	2.81

Market Cap

Winner

CSV

$687M

NGVC

$686M

Max Drawdown

Winner

CSV

87.05%

NGVC

89.04%

Sharpe Ratio

Winner

CSV

-0.68

NGVC

-0.83

5Y Beta

Winner

CSV

0.47

NGVC

0.52

Industry

CSV

Personal Services

NGVC

Grocery Stores

P/E Ratio

CSV

15.48

Winner

NGVC

14.22

Forward P/E

Winner

CSV

10.83

NGVC

12.18

PEG Ratio

Winner

CSV

0.83

NGVC

0.87

Dividend Yield

CSV

1.20%

Winner

NGVC

1.86%

5Y Dividends CAGR

Winner

CSV

9.18%

NGVC

-21.26%

5Y EPS CAGR

CSV

8.61%

Winner

NGVC

23.04%

Debt to Equity

CSV

2.33%

Winner

NGVC

0.63%

Free Cash Flow Yield

Winner

CSV

5.89%

NGVC

2.52%

P/S Ratio

CSV

1.65

Winner

NGVC

0.51

P/B Ratio

Winner

CSV

2.57

NGVC

2.81

CSV vs NGVC - Historical Returns

Returns include dividend reinvestment.

Period	CSV	NGVC
1 month	-20.91%	+5.23%
3 months	-14.44%	+14.86%
6 months	-9.91%	+21.31%
1 year	-14.91%	-30.92%
5 years(CAGR)	+1.04%	+25.94%
10 years(CAGR)	+6.15%	+12.13%
Max(CAGR)	+7.36%	+6.40%

CSV

-20.91%

Winner

NGVC

+5.23%

CSV

-14.44%

Winner

NGVC

+14.86%

CSV

-9.91%

Winner

NGVC

+21.31%

Winner

CSV

-14.91%

NGVC

-30.92%

5Y(CAGR)

CSV

+1.04%

Winner

NGVC

+25.94%

10Y(CAGR)

CSV

+6.15%

Winner

NGVC

+12.13%

Max(CAGR)

Winner

CSV

+7.36%

NGVC

+6.40%

CSV vs NGVC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSV	NGVC
2026	-9.07%	+23.17%
2025	+9.56%	-38.45%
2024	+61.21%	+147.26%
2023	-11.02%	+93.11%
2022	-54.82%	-34.50%
2021	+110.24%	+3.78%
2020	+25.86%	+61.98%
2019	+66.54%	-36.62%
2018	-39.49%	+72.05%
2017	-9.09%	-25.52%
2016	+23.02%	-41.14%
2015	+20.06%	-23.48%
2014	+3.77%	-32.51%
2013	+46.28%	+112.46%
2012	+118.16%	+6.89%
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 NGVC Drawdown Comparison

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

The maximum drawdown for NGVC was -89.04%, occurring on Oct 27, 2017. Recovery took 2677 trading sessions.

The current CSV drawdown is -39.51%. The current NGVC drawdown is -48.51%.

Rank	CSV	NGVC
#1	-87.05% Nov 27, 2007 - Oct 24, 2012	-89.04% Mar 20, 2014 - Nov 6, 2024
#2	-83.61% Nov 9, 1999 - Aug 1, 2001	-59.87% May 9, 2025 - Jan 7, 2026
#3	-68.54% Dec 29, 2021 - Nov 13, 2023	-29.00% Feb 6, 2025 - Apr 30, 2025
#4	-65.53% Aug 15, 2001 - Apr 16, 2007	-28.53% Oct 3, 2012 - Apr 10, 2013
#5	-51.01% Dec 13, 2019 - Nov 13, 2020	-21.54% Jan 10, 2014 - Mar 17, 2014
#6	-48.75% Dec 27, 2016 - Dec 13, 2019	-18.60% Nov 29, 2024 - Feb 5, 2025
#7	-28.66% Jan 22, 2014 - Jan 23, 2015	-16.56% Sep 13, 2013 - Dec 30, 2013
#8	-23.14% Apr 10, 2013 - Jan 14, 2014	-15.98% Jul 9, 2013 - Sep 12, 2013
#9	-21.51% Dec 4, 2015 - Nov 11, 2016	-13.10% May 21, 2013 - Jun 17, 2013
#10	-18.66% May 21, 2015 - Dec 2, 2015	-11.30% Apr 10, 2013 - Apr 23, 2013
#11	-15.39% Jul 23, 2007 - Oct 22, 2007	-9.33% May 2, 2025 - May 9, 2025
#12	-14.43% May 10, 2007 - Jul 16, 2007	-9.17% Jul 31, 2012 - Aug 27, 2012
#13	-13.88% Nov 1, 1999 - Nov 9, 1999	-8.26% Aug 30, 2012 - Sep 17, 2012
#14	-11.57% Sep 3, 2021 - Oct 28, 2021	-6.99% Jun 25, 2013 - Jul 2, 2013
#15	-10.75% Jun 1, 2021 - Aug 11, 2021	-4.91% Apr 23, 2013 - May 10, 2013

Correlation

Correlation between CSV and NGVC is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2011 - 2026)

CSV vs NGVC dividend yield comparison.

Year	CSV	NGVC
2026	0.60%	1.00%
2025	1.06%	2.04%
2024	1.13%	1.06%
2023	1.80%	8.75%
2022	1.63%	4.38%
2021	0.64%	2.18%
2020	1.08%	16.59%
2019	1.17%	0.71%
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%