Company / Return on Assets (ROA)
CARRIAGE SERVICES INC Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
3.8%
FY2025
5-year range
2.6% / 3.8%
FY2021-FY2025
Trend
+48.4%
vs FY2024
Sector context
#131 of 222
Consumer Discretionary
What the data says
At 3.8%, CARRIAGE SERVICES INC's return on assets (roa) ranks #131 of 222 in the Consumer Discretionary sector. Return on Assets (ROA) returned to growth in FY2025 after 2 years of decline, reaching 3.8%.
Based on SEC 10-K filings.
3.8% in FY2025 with a 5-year CAGR of +2.5%.
Improved from 2.6% to 3.8% over the past 2 years.
Consumer Discretionary sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.4pp
- 5-Year Change
- +2.5pp
- 10-Year Change
- -
Sector benchmark
#131 of 222 in Consumer DiscretionaryTop 59% of 222This company 3.8% Sector average 5.3%
▼
-27.9% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 48.4% year-over-year.
- Currently 1.5pp below the Consumer Discretionary sector average.
- Peak return on assets (roa) was recorded in FY2017.
- Lowest return on assets (roa) in the period was in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.82 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 3.8% | +48.4% |
| FY2024 | 2.6% | -1.9% |
| FY2023 | 2.6% | -24.2% |
| FY2022 | 3.5% | +23.5% |
| FY2021 | 2.8% | +105.1% |
| FY2020 | 1.4% | +7.9% |
| FY2019 | 1.3% | +23.3% |
| FY2018 | 1.0% | -74.6% |
| FY2017 | 4.0% | +91.0% |
| FY2016 | 2.1% | -15.2% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026