CSV vs TPTA

Comparison between Carriage Services Inc (CSV, Company) and Terra Property Trust Inc (TPTA, Company).

5-Year PerformanceTPTA has outperformed CSV, delivering a return of +7.1% compared to +1.7%

CSV vs TPTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSV(COMPANY)	TPTA(COMPANY)
Market Cap	$602M	$602M
Max Drawdown	87.05%	56.16%
Sharpe Ratio	-0.86	0.87
5Y Beta	0.42	N/A
Industry	Personal Services	N/A
P/E Ratio	13.57	-18.67
Forward P/E	10.87	N/A
PEG Ratio	0.83	N/A
Dividend Yield	1.19%	8.29%
5Y Dividends CAGR	9.18%	N/A
5Y EPS CAGR	8.61%	N/A
Debt to Equity	2.33%	97.87%
Free Cash Flow Yield	6.72%	-0.07%
P/S Ratio	1.46	N/A
P/B Ratio	2.34	N/A

Market Cap

CSV

$602M

Winner

TPTA

$602M

Max Drawdown

CSV

87.05%

Winner

TPTA

56.16%

Sharpe Ratio

CSV

-0.86

Winner

TPTA

0.87

5Y Beta

CSV

0.42

TPTA

N/A

Industry

CSV

Personal Services

TPTA

N/A

P/E Ratio

CSV

13.57

Winner

TPTA

-18.67

Forward P/E

CSV

10.87

TPTA

N/A

PEG Ratio

CSV

0.83

TPTA

N/A

Dividend Yield

CSV

1.19%

Winner

TPTA

8.29%

5Y Dividends CAGR

CSV

9.18%

TPTA

N/A

5Y EPS CAGR

CSV

8.61%

TPTA

N/A

Debt to Equity

Winner

CSV

2.33%

TPTA

97.87%

Free Cash Flow Yield

Winner

CSV

6.72%

TPTA

-0.07%

P/S Ratio

CSV

1.46

TPTA

N/A

P/B Ratio

CSV

2.34

TPTA

N/A

CSV vs TPTA - Historical Returns

Returns include dividend reinvestment.

Period	CSV	TPTA
1 month	-4.10%	+13.17%
3 months	-23.97%	+19.58%
6 months	-13.99%	+8.99%
1 year	-19.07%	+36.73%
5 years(CAGR)	+1.72%	+7.07%
10 years(CAGR)	+5.47%	N/A
Max(CAGR)	+7.23%	+6.99%

CSV

-4.10%

Winner

TPTA

+13.17%

CSV

-23.97%

Winner

TPTA

+19.58%

CSV

-13.99%

Winner

TPTA

+8.99%

CSV

-19.07%

Winner

TPTA

+36.73%

5Y(CAGR)

CSV

+1.72%

Winner

TPTA

+7.07%

10Y(CAGR)

CSV

+5.47%

TPTA

N/A

Max(CAGR)

Winner

CSV

+7.23%

TPTA

+6.99%

CSV vs TPTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSV	TPTA
2026	-11.15%	+8.95%
2025	+9.56%	+67.96%
2024	+61.21%	-8.66%
2023	-11.02%	-1.95%
2022	-54.82%	-15.81%
2021	+110.24%	+1.74%
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 TPTA Drawdown Comparison

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

The maximum drawdown for TPTA was -48.03%, occurring on May 7, 2024. Recovery took 956 trading sessions.

The current CSV drawdown is -40.89%. The current TPTA drawdown is -0.08%.

Rank	CSV	TPTA
#1	-87.05% Nov 27, 2007 - Oct 24, 2012	-48.03% Sep 9, 2021 - Jul 2, 2025
#2	-83.61% Nov 9, 1999 - Aug 1, 2001	-42.97% Jan 26, 2026 - Apr 23, 2026
#3	-68.54% Dec 29, 2021 - Nov 13, 2023	-12.71% Apr 28, 2026 - Jun 15, 2026
#4	-65.53% Aug 15, 2001 - Apr 16, 2007	-2.92% Jul 29, 2021 - Sep 9, 2021
#5	-51.01% Dec 13, 2019 - Nov 13, 2020	-2.86% Sep 2, 2025 - Sep 19, 2025
#6	-48.75% Dec 27, 2016 - Dec 13, 2019	-2.44% Sep 19, 2025 - Nov 3, 2025
#7	-28.66% Jan 22, 2014 - Jan 23, 2015	-2.32% Jul 17, 2025 - Jul 31, 2025
#8	-23.14% Apr 10, 2013 - Jan 14, 2014	-1.55% Jun 15, 2026 - Jun 24, 2026
#9	-21.51% Dec 4, 2015 - Nov 11, 2016	-1.08% Jun 15, 2021 - Jul 21, 2021
#10	-18.66% May 21, 2015 - Dec 2, 2015	-1.05% Dec 16, 2025 - Jan 12, 2026
#11	-15.39% Jul 23, 2007 - Oct 22, 2007	-0.97% Jul 8, 2025 - Jul 15, 2025
#12	-14.43% May 10, 2007 - Jul 16, 2007	-0.74% Aug 27, 2025 - Sep 2, 2025
#13	-13.88% Nov 1, 1999 - Nov 9, 1999	-0.68% Aug 14, 2025 - Aug 18, 2025
#14	-11.57% Sep 3, 2021 - Oct 28, 2021	-0.54% Dec 8, 2025 - Dec 15, 2025
#15	-10.75% Jun 1, 2021 - Aug 11, 2021	-0.54% Nov 11, 2025 - Nov 20, 2025

Correlation

Correlation between CSV and TPTA is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2011 - 2026)

CSV vs TPTA dividend yield comparison.

Year	CSV	TPTA
2026	0.61%	3.03%
2025	1.06%	6.33%
2024	1.13%	9.87%
2023	1.80%	8.27%
2022	1.63%	5.63%
2021	0.64%	1.50%
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%