Medical - Care Facilities
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CHE vs CSV
Revenue, margins, valuation, and 5-year total return — side by side.
Personal Products & Services
CHE vs CSV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Medical - Care Facilities | Personal Products & Services |
| Market Cap | $5.81B | $739M |
| Revenue (TTM) | $2.54B | $416M |
| Net Income (TTM) | $260M | $44M |
| Gross Margin | 22.5% | 35.3% |
| Operating Margin | 12.9% | 22.2% |
| Forward P/E | 17.4x | 13.6x |
| Total Debt | $155M | $563M |
| Cash & Equiv. | $75M | $2M |
CHE vs CSV — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Chemed Corporation (CHE) | 100 | 88.7 | -11.3% |
| Carriage Services, … (CSV) | 100 | 248.8 | +148.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CHE vs CSV
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CHE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 18 yrs, beta 0.33, yield 0.5%
- Rev growth 4.1%, EPS growth -7.4%, 3Y rev CAGR 5.8%
- 239.1% 10Y total return vs CSV's 112.1%
CSV is the clearest fit if your priority is value and quality.
- Lower P/E (13.6x vs 17.4x)
- 10.6% margin vs CHE's 10.2%
- +16.3% vs CHE's -26.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.1% revenue growth vs CSV's 3.3% | |
| Value | Lower P/E (13.6x vs 17.4x) | |
| Quality / Margins | 10.6% margin vs CHE's 10.2% | |
| Stability / Safety | Beta 0.33 vs CSV's 0.66, lower leverage | |
| Dividends | 0.5% yield, 18-year raise streak, vs CSV's 1.0% | |
| Momentum (1Y) | +16.3% vs CHE's -26.0% | |
| Efficiency (ROA) | 15.9% ROA vs CSV's 3.3%, ROIC 23.7% vs 9.4% |
CHE vs CSV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CHE vs CSV — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — CHE and CSV each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CHE is the larger business by revenue, generating $2.5B annually — 6.1x CSV's $416M. Profitability is closely matched — net margins range from 10.6% (CSV) to 10.2% (CHE).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.5B | $416M |
| EBITDAEarnings before interest/tax | $377M | $111M |
| Net IncomeAfter-tax profit | $260M | $44M |
| Free Cash FlowCash after capex | $377M | $40M |
| Gross MarginGross profit ÷ Revenue | +22.5% | +35.3% |
| Operating MarginEBIT ÷ Revenue | +12.9% | +22.2% |
| Net MarginNet income ÷ Revenue | +10.2% | +10.6% |
| FCF MarginFCF ÷ Revenue | +14.8% | +9.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.6% | -0.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -0.2% | -37.3% |
Valuation Metrics
CSV leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 14.3x trailing earnings, CSV trades at a 38% valuation discount to CHE's 23.0x P/E. On an enterprise value basis, CSV's 10.4x EV/EBITDA is more attractive than CHE's 14.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.8B | $739M |
| Enterprise ValueMkt cap + debt − cash | $5.9B | $1.3B |
| Trailing P/EPrice ÷ TTM EPS | 23.05x | 14.33x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.43x | 13.56x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.48x |
| EV / EBITDAEnterprise value multiple | 14.60x | 10.43x |
| Price / SalesMarket cap ÷ Revenue | 2.29x | 1.77x |
| Price / BookPrice ÷ Book value/share | 6.24x | 2.86x |
| Price / FCFMarket cap ÷ FCF | 17.84x | 18.44x |
Profitability & Efficiency
CHE leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
CHE delivers a 25.3% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $18 for CSV. CHE carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSV's 2.21x. On the Piotroski fundamental quality scale (0–9), CSV scores 6/9 vs CHE's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +25.3% | +17.6% |
| ROA (TTM)Return on assets | +15.9% | +3.3% |
| ROICReturn on invested capital | +23.7% | +9.4% |
| ROCEReturn on capital employed | +24.7% | +7.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.16x | 2.21x |
| Net DebtTotal debt minus cash | $80M | $561M |
| Cash & Equiv.Liquid assets | $75M | $2M |
| Total DebtShort + long-term debt | $155M | $563M |
| Interest CoverageEBIT ÷ Interest expense | 107.24x | 2.33x |
Total Returns (Dividends Reinvested)
CSV leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CSV five years ago would be worth $12,693 today (with dividends reinvested), compared to $8,964 for CHE. Over the past 12 months, CSV leads with a +16.3% total return vs CHE's -26.0%. The 3-year compound annual growth rate (CAGR) favors CSV at 21.0% vs CHE's -8.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.3% | +12.8% |
| 1-Year ReturnPast 12 months | -26.0% | +16.3% |
| 3-Year ReturnCumulative with dividends | -22.1% | +77.2% |
| 5-Year ReturnCumulative with dividends | -10.4% | +26.9% |
| 10-Year ReturnCumulative with dividends | +239.1% | +112.1% |
| CAGR (3Y)Annualised 3-year return | -8.0% | +21.0% |
Risk & Volatility
Evenly matched — CHE and CSV each lead in 1 of 2 comparable metrics.
Risk & Volatility
CHE is the less volatile stock with a 0.33 beta — it tends to amplify market swings less than CSV's 0.66 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CSV currently trades 89.3% from its 52-week high vs CHE's 72.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.33x | 0.66x |
| 52-Week HighHighest price in past year | $583.96 | $52.14 |
| 52-Week LowLowest price in past year | $365.20 | $39.38 |
| % of 52W HighCurrent price vs 52-week peak | +72.7% | +89.3% |
| RSI (14)Momentum oscillator 0–100 | 67.6 | 48.3 |
| Avg Volume (50D)Average daily shares traded | 275K | 94K |
Analyst Outlook
Evenly matched — CHE and CSV each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CHE as "Hold" and CSV as "Buy". Consensus price targets imply 11.9% upside for CHE (target: $475) vs 7.4% for CSV (target: $50). For income investors, CSV offers the higher dividend yield at 0.96% vs CHE's 0.52%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $475.00 | $50.00 |
| # AnalystsCovering analysts | 9 | 7 |
| Dividend YieldAnnual dividend ÷ price | +0.5% | +1.0% |
| Dividend StreakConsecutive years of raises | 18 | 6 |
| Dividend / ShareAnnual DPS | $2.20 | $0.45 |
| Buyback YieldShare repurchases ÷ mkt cap | +7.4% | 0.0% |
CSV leads in 2 of 6 categories (Valuation Metrics, Total Returns). CHE leads in 1 (Profitability & Efficiency). 3 tied.
CHE vs CSV: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CHE or CSV a better buy right now?
For growth investors, Chemed Corporation (CHE) is the stronger pick with 4.
1% revenue growth year-over-year, versus 3. 3% for Carriage Services, Inc. (CSV). Carriage Services, Inc. (CSV) offers the better valuation at 14. 3x trailing P/E (13. 6x forward), making it the more compelling value choice. Analysts rate Carriage Services, Inc. (CSV) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CHE or CSV?
On trailing P/E, Carriage Services, Inc.
(CSV) is the cheapest at 14. 3x versus Chemed Corporation at 23. 0x. On forward P/E, Carriage Services, Inc. is actually cheaper at 13. 6x.
03Which is the better long-term investment — CHE or CSV?
Over the past 5 years, Carriage Services, Inc.
(CSV) delivered a total return of +26. 9%, compared to -10. 4% for Chemed Corporation (CHE). Over 10 years, the gap is even starker: CHE returned +239. 1% versus CSV's +112. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CHE or CSV?
By beta (market sensitivity over 5 years), Chemed Corporation (CHE) is the lower-risk stock at 0.
33β versus Carriage Services, Inc. 's 0. 66β — meaning CSV is approximately 102% more volatile than CHE relative to the S&P 500. On balance sheet safety, Chemed Corporation (CHE) carries a lower debt/equity ratio of 16% versus 2% for Carriage Services, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CHE or CSV?
By revenue growth (latest reported year), Chemed Corporation (CHE) is pulling ahead at 4.
1% versus 3. 3% for Carriage Services, Inc. (CSV). On earnings-per-share growth, the picture is similar: Carriage Services, Inc. grew EPS 54. 8% year-over-year, compared to -7. 4% for Chemed Corporation. Over a 3-year CAGR, CHE leads at 5. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CHE or CSV?
Carriage Services, Inc.
(CSV) is the more profitable company, earning 12. 3% net margin versus 10. 5% for Chemed Corporation — meaning it keeps 12. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CSV leads at 23. 7% versus 13. 4% for CHE. At the gross margin level — before operating expenses — CSV leads at 35. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CHE or CSV more undervalued right now?
On forward earnings alone, Carriage Services, Inc.
(CSV) trades at 13. 6x forward P/E versus 17. 4x for Chemed Corporation — 3. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CHE: 11. 9% to $475. 00.
08Which pays a better dividend — CHE or CSV?
All stocks in this comparison pay dividends.
Carriage Services, Inc. (CSV) offers the highest yield at 1. 0%, versus 0. 5% for Chemed Corporation (CHE).
09Is CHE or CSV better for a retirement portfolio?
For long-horizon retirement investors, Chemed Corporation (CHE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
33), 0. 5% yield, +239. 1% 10Y return). Both have compounded well over 10 years (CHE: +239. 1%, CSV: +112. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CHE and CSV?
These companies operate in different sectors (CHE (Healthcare) and CSV (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: CHE is a small-cap quality compounder stock; CSV is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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