NGVC vs CSV

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

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

5-Year PerformanceNGVC has outperformed CSV, delivering a return of +27.2% compared to +2.4%

NGVC vs CSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NGVC(COMPANY)	CSV(COMPANY)
Market Cap	$725M	$635M
Max Drawdown	89.04%	87.05%
Sharpe Ratio	-0.67	-0.52
5Y Beta	0.50	0.45
Industry	Grocery Stores	Personal Services
P/E Ratio	15.01	14.32
Forward P/E	12.72	11.11
PEG Ratio	0.92	0.83
Dividend Yield	1.79%	1.19%
5Y Dividends CAGR	-21.26%	9.18%
5Y EPS CAGR	23.04%	8.61%
Debt to Equity	0.63%	2.33%
Free Cash Flow Yield	2.39%	6.37%
P/S Ratio	0.52	1.47
P/B Ratio	3.04	2.29

Market Cap

Winner

NGVC

$725M

CSV

$635M

Max Drawdown

NGVC

89.04%

Winner

CSV

87.05%

Sharpe Ratio

NGVC

-0.67

Winner

CSV

-0.52

5Y Beta

NGVC

0.50

Winner

CSV

0.45

Industry

NGVC

Grocery Stores

CSV

Personal Services

P/E Ratio

NGVC

15.01

Winner

CSV

14.32

Forward P/E

NGVC

12.72

Winner

CSV

11.11

PEG Ratio

NGVC

0.92

Winner

CSV

0.83

Dividend Yield

Winner

NGVC

1.79%

CSV

1.19%

5Y Dividends CAGR

NGVC

-21.26%

Winner

CSV

9.18%

5Y EPS CAGR

Winner

NGVC

23.04%

CSV

8.61%

Debt to Equity

Winner

NGVC

0.63%

CSV

2.33%

Free Cash Flow Yield

NGVC

2.39%

Winner

CSV

6.37%

P/S Ratio

Winner

NGVC

0.52

CSV

1.47

P/B Ratio

NGVC

3.04

Winner

CSV

2.29

NGVC vs CSV - Historical Returns

Returns include dividend reinvestment.

Period	NGVC	CSV
1 month	+17.43%	-7.06%
3 months	+27.07%	-3.50%
6 months	+25.37%	-7.74%
1 year	-22.78%	-9.42%
5 years(CAGR)	+27.16%	+2.38%
10 years(CAGR)	+12.93%	+7.27%
Max(CAGR)	+6.76%	+7.64%

Winner

NGVC

+17.43%

CSV

-7.06%

Winner

NGVC

+27.07%

CSV

-3.50%

Winner

NGVC

+25.37%

CSV

-7.74%

NGVC

-22.78%

Winner

CSV

-9.42%

5Y(CAGR)

Winner

NGVC

+27.16%

CSV

+2.38%

10Y(CAGR)

Winner

NGVC

+12.93%

CSV

+7.27%

Max(CAGR)

NGVC

+6.76%

Winner

CSV

+7.64%

NGVC vs CSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NGVC	CSV
2026	+29.23%	-2.38%
2025	-38.45%	+9.56%
2024	+147.26%	+61.21%
2023	+93.11%	-11.02%
2022	-34.50%	-54.82%
2021	+3.78%	+110.24%
2020	+61.98%	+25.86%
2019	-36.62%	+66.54%
2018	+72.05%	-39.49%
2017	-25.52%	-9.09%
2016	-41.14%	+23.02%
2015	-23.48%	+20.06%
2014	-32.51%	+3.77%
2013	+112.46%	+46.28%
2012	+6.89%	+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%

NGVC vs CSV Drawdown Comparison

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

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

The current NGVC drawdown is -45.98%. The current CSV drawdown is -35.06%.

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

Correlation

Correlation between NGVC and CSV 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)

NGVC vs CSV dividend yield comparison.

Year	NGVC	CSV
2026	0.95%	0.56%
2025	2.04%	1.06%
2024	1.06%	1.13%
2023	8.75%	1.80%
2022	4.38%	1.63%
2021	2.18%	0.64%
2020	16.59%	1.08%
2019	0.71%	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%