TPTA vs CSV

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

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

TPTA vs CSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

TPTA

$602M

CSV

$602M

Max Drawdown

Winner

TPTA

56.16%

CSV

87.05%

Sharpe Ratio

Winner

TPTA

0.87

CSV

-0.86

5Y Beta

TPTA

N/A

CSV

0.42

Industry

TPTA

N/A

CSV

Personal Services

P/E Ratio

Winner

TPTA

-18.67

CSV

13.57

Forward P/E

TPTA

N/A

CSV

10.87

PEG Ratio

TPTA

N/A

CSV

0.83

Dividend Yield

Winner

TPTA

8.29%

CSV

1.19%

5Y Dividends CAGR

TPTA

N/A

CSV

9.18%

5Y EPS CAGR

TPTA

N/A

CSV

8.61%

Debt to Equity

TPTA

97.87%

Winner

CSV

2.33%

Free Cash Flow Yield

TPTA

-0.07%

Winner

CSV

6.72%

P/S Ratio

TPTA

N/A

CSV

1.46

P/B Ratio

TPTA

N/A

CSV

2.34

TPTA vs CSV - Historical Returns

Returns include dividend reinvestment.

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

Winner

TPTA

+13.17%

CSV

-4.10%

Winner

TPTA

+19.58%

CSV

-23.97%

Winner

TPTA

+8.99%

CSV

-13.99%

Winner

TPTA

+36.73%

CSV

-19.07%

5Y(CAGR)

Winner

TPTA

+7.07%

CSV

+1.72%

10Y(CAGR)

TPTA

N/A

CSV

+5.47%

Max(CAGR)

TPTA

+6.99%

Winner

CSV

+7.23%

TPTA vs CSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

TPTA vs CSV Drawdown Comparison

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

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

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

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

Correlation

Correlation between TPTA and CSV 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)

TPTA vs CSV dividend yield comparison.

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