Company / Return on Equity (ROE)
CARRIAGE SERVICES INC Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
20.2%
FY2025
5-year range
15.8% / 30.2%
FY2021-FY2025
Trend
+28.0%
vs FY2024
Sector context
#63 of 196
Consumer Discretionary
What the data says
At 20.2%, CARRIAGE SERVICES INC's return on equity (roe) ranks #63 of 196 in the Consumer Discretionary sector. Return on Equity (ROE) returned to growth in FY2025 after 2 years of decline, reaching 20.2%.
Based on SEC 10-K filings.
20.2% in FY2025 with a 5-year CAGR of +13.5%.
Improved from 19.3% to 20.2% over the past 2 years.
Consumer Discretionary sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -10.0pp
- 5-Year Change
- +13.5pp
- 10-Year Change
- -
Sector benchmark
#63 of 196 in Consumer DiscretionaryTop 32% of 196This company 20.2% Sector average 10.1%
▼
+99.6% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 28.0% year-over-year.
- Currently 10.1pp above the Consumer Discretionary sector average.
- Peak return on equity (roe) was recorded in FY2022.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 20.2% | +28.0% |
| FY2024 | 15.8% | -18.2% |
| FY2023 | 19.3% | -36.0% |
| FY2022 | 30.2% | +16.5% |
| FY2021 | 25.9% | +287.1% |
| FY2020 | 6.7% | +4.4% |
| FY2019 | 6.4% | +21.9% |
| FY2018 | 5.3% | -72.1% |
| FY2017 | 18.8% | +68.9% |
| FY2016 | 11.1% | -15.8% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026