YB vs CSV

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

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

YB vs CSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$649M

CSV

$647M

Max Drawdown

Winner

59.90%

CSV

87.05%

Sharpe Ratio

-0.87

Winner

CSV

-0.37

5Y Beta

0.71

Winner

CSV

0.41

Industry

Software - Application

CSV

Personal Services

P/E Ratio

Winner

3.52

CSV

14.60

Forward P/E

N/A

CSV

11.79

PEG Ratio

N/A

CSV

0.83

Dividend Yield

Winner

9.46%

CSV

1.10%

5Y Dividends CAGR

N/A

CSV

9.18%

5Y EPS CAGR

N/A

CSV

8.61%

Debt to Equity

Winner

0.11%

CSV

2.33%

Free Cash Flow Yield

Winner

32.97%

CSV

6.25%

P/S Ratio

Winner

0.13

CSV

1.54

P/B Ratio

Winner

1.11

CSV

2.43

YB vs CSV - Historical Returns

Returns include dividend reinvestment.

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

-5.76%

Winner

CSV

+4.72%

Winner

-12.96%

CSV

-18.03%

-26.05%

Winner

CSV

-5.97%

-47.41%

Winner

CSV

-9.42%

5Y(CAGR)

N/A

CSV

+2.88%

10Y(CAGR)

N/A

CSV

+6.48%

Max(CAGR)

-8.11%

Winner

CSV

+7.58%

YB vs CSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

YB vs CSV Drawdown Comparison

The maximum drawdown for YB was -59.90%, occurring on May 26, 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 YB drawdown is -53.45%. The current CSV drawdown is -35.32%.

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

Correlation

Correlation between YB 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)

YB vs CSV dividend yield comparison.

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