NCDL vs CSV

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

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

NCDL vs CSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

NCDL

$635M

Winner

CSV

$635M

Max Drawdown

Winner

NCDL

30.23%

CSV

87.05%

Sharpe Ratio

NCDL

-0.61

Winner

CSV

-0.52

5Y Beta

NCDL

0.49

Winner

CSV

0.45

Industry

NCDL

Asset Management

CSV

Personal Services

P/E Ratio

Winner

NCDL

10.71

CSV

14.32

Forward P/E

Winner

NCDL

7.93

CSV

11.11

PEG Ratio

NCDL

N/A

CSV

0.83

Dividend Yield

NCDL

N/A

CSV

1.19%

5Y Dividends CAGR

NCDL

N/A

CSV

9.18%

5Y EPS CAGR

NCDL

N/A

CSV

8.61%

Debt to Equity

NCDL

131.86%

Winner

CSV

2.33%

Free Cash Flow Yield

Winner

NCDL

29.82%

CSV

6.37%

P/S Ratio

NCDL

8.77

Winner

CSV

1.47

P/B Ratio

Winner

NCDL

0.73

CSV

2.29

NCDL vs CSV - Historical Returns

Returns include dividend reinvestment.

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

Winner

NCDL

-4.63%

CSV

-7.06%

Winner

NCDL

+0.32%

CSV

-3.50%

Winner

NCDL

-5.45%

CSV

-7.74%

NCDL

-11.29%

Winner

CSV

-9.42%

5Y(CAGR)

NCDL

N/A

CSV

+2.38%

10Y(CAGR)

NCDL

N/A

CSV

+7.27%

Max(CAGR)

NCDL

-2.42%

Winner

CSV

+7.64%

NCDL vs CSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NCDL	CSV
2026	-2.36%	-2.38%
2025	-9.74%	+9.56%
2024	+6.10%	+61.21%
2023	N/A	-11.02%
2022	N/A	-54.82%
2021	N/A	+110.24%
2020	N/A	+25.86%
2019	N/A	+66.54%
2018	N/A	-39.49%
2017	N/A	-9.09%
2016	N/A	+23.02%
2015	N/A	+20.06%
2014	N/A	+3.77%
2013	N/A	+46.28%
2012	N/A	+118.16%
2011	N/A	+17.49%
2010	N/A	+22.47%
2009	N/A	+83.64%
2008	N/A	-77.59%
2007	N/A	+73.23%
2006	N/A	+2.21%
2005	N/A	+0.40%
2004	N/A	+29.66%
2003	N/A	-9.09%
2002	N/A	-24.05%
2001	N/A	+266.48%
2000	N/A	-72.21%
1999	N/A	-12.03%

NCDL vs CSV Drawdown Comparison

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

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

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

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

Correlation

Correlation between NCDL and CSV 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)

NCDL vs CSV dividend yield comparison.

Year	NCDL	CSV
2026	3.13%	0.56%
2025	14.24%	1.06%
2024	12.51%	1.13%
2023	0.00%	1.80%
2022	0.00%	1.63%
2021	0.00%	0.64%
2020	0.00%	1.08%
2019	0.00%	1.17%
2018	0.00%	1.94%
2017	0.00%	0.88%
2016	0.00%	0.52%
2015	0.00%	0.41%
2014	0.00%	0.48%
2013	0.00%	0.67%
2012	0.00%	0.84%
2011	0.00%	1.34%