CSV vs YB

Comparison between Carriage Services Inc (CSV, Company) and Yuanbao Inc (YB, Company).

CSV is from the Consumer Cyclical sector, while YB is from the Technology sector.

CSV vs YB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSV(COMPANY)	YB(COMPANY)
Market Cap	$647M	$649M
Max Drawdown	87.05%	59.90%
Sharpe Ratio	-0.37	-0.87
5Y Beta	0.41	0.71
Industry	Personal Services	Software - Application
P/E Ratio	14.60	3.52
Forward P/E	11.79	N/A
PEG Ratio	0.83	N/A
Dividend Yield	1.10%	9.46%
5Y Dividends CAGR	9.18%	N/A
5Y EPS CAGR	8.61%	N/A
Debt to Equity	2.33%	0.11%
Free Cash Flow Yield	6.25%	32.97%
P/S Ratio	1.54	0.13
P/B Ratio	2.43	1.11

Market Cap

CSV

$647M

Winner

$649M

Max Drawdown

CSV

87.05%

Winner

59.90%

Sharpe Ratio

Winner

CSV

-0.37

-0.87

5Y Beta

Winner

CSV

0.41

0.71

Industry

CSV

Personal Services

Software - Application

P/E Ratio

CSV

14.60

Winner

3.52

Forward P/E

CSV

11.79

N/A

PEG Ratio

CSV

0.83

N/A

Dividend Yield

CSV

1.10%

Winner

9.46%

5Y Dividends CAGR

CSV

9.18%

N/A

5Y EPS CAGR

CSV

8.61%

N/A

Debt to Equity

CSV

2.33%

Winner

0.11%

Free Cash Flow Yield

CSV

6.25%

Winner

32.97%

P/S Ratio

CSV

1.54

Winner

0.13

P/B Ratio

CSV

2.43

Winner

1.11

CSV vs YB - Historical Returns

Returns include dividend reinvestment.

Period	CSV	YB
1 month	+4.72%	-5.76%
3 months	-18.03%	-12.96%
6 months	-5.97%	-26.05%
1 year	-9.42%	-47.41%
5 years(CAGR)	+2.88%	N/A
10 years(CAGR)	+6.48%	N/A
Max(CAGR)	+7.58%	-8.11%

Winner

CSV

+4.72%

-5.76%

CSV

-18.03%

Winner

-12.96%

Winner

CSV

-5.97%

-26.05%

Winner

CSV

-9.42%

-47.41%

5Y(CAGR)

CSV

+2.88%

N/A

10Y(CAGR)

CSV

+6.48%

N/A

Max(CAGR)

Winner

CSV

+7.58%

-8.11%

CSV vs YB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSV	YB
2026	-2.77%	-28.19%
2025	+9.56%	+26.94%
2024	+61.21%	N/A
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 YB Drawdown Comparison

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

The maximum drawdown for YB was -59.90%, occurring on May 26, 2026. This drawdown has not yet recovered.

The current CSV drawdown is -35.32%. The current YB drawdown is -53.45%.

Rank	CSV	YB
#1	-87.05% Nov 27, 2007 - Oct 24, 2012	-59.90% Jul 9, 2025 - May 26, 2026
#2	-83.61% Nov 9, 1999 - Aug 1, 2001	-10.90% Apr 30, 2025 - Jun 9, 2025
#3	-68.54% Dec 29, 2021 - Nov 13, 2023	-6.14% Jun 9, 2025 - Jun 12, 2025
#4	-65.53% Aug 15, 2001 - Apr 16, 2007	-5.99% Jun 18, 2025 - Jun 27, 2025
#5	-51.01% Dec 13, 2019 - Nov 13, 2020	-4.88% Jun 27, 2025 - Jul 3, 2025
#6	-48.75% Dec 27, 2016 - Dec 13, 2019	-1.48% Jun 12, 2025 - Jun 16, 2025
#7	-28.66% Jan 22, 2014 - Jan 23, 2015	N/A
#8	-23.14% Apr 10, 2013 - Jan 14, 2014	N/A
#9	-21.51% Dec 4, 2015 - Nov 11, 2016	N/A
#10	-18.66% May 21, 2015 - Dec 2, 2015	N/A
#11	-15.39% Jul 23, 2007 - Oct 22, 2007	N/A
#12	-14.43% May 10, 2007 - Jul 16, 2007	N/A
#13	-13.88% Nov 1, 1999 - Nov 9, 1999	N/A
#14	-11.57% Sep 3, 2021 - Oct 28, 2021	N/A
#15	-10.75% Jun 1, 2021 - Aug 11, 2021	N/A

Correlation

Correlation between CSV and YB 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 YB dividend yield comparison.

Year	CSV	YB
2026	0.56%	9.51%
2025	1.06%	0.00%
2024	1.13%	0.00%
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%