CSV Carriage Services, Inc.

XNYS 35.11 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CSV $35.11 —
Key stats
$35.11
52-Week Range
$30.11 – $52.10
YTD
-15.40%
IV Rank (30D)
23.68
Straddle Price
$2.62
P/C Vol Ratio
0.20
Market Cap
$0.6B
Open
$35.14
Day Range
$35.04 – $36.03
Volume
133,923
Prev Close
$35.41
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY0.78
Cost of Equity (CAPM)8.84% (VRP-adj)
WACC6.72%
Volatility Risk Premium+66.6pp (IV − HV30)
Effective Tax Rate34.4%
Rev. Growth (YoY, DCF input)+0.2%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.00 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)15.6%
Book / Price50.5% — banking bias active (P/B is primary)
Gross Margin (TTM)33.1%
FCF Margin (TTM)9.0%
Debt / Equity1.92
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+5.3% (reverse-DCF on current price)
SMA 50$33.50 (Market Anchor value)
SMA 20 / Bollinger Mid$34.19
Bollinger Width / SMA2060.3% (drives anchor stability)
Net Debt$0.5B
Market Cap$1B
Peers used for multiples: ADAM, APOG, EVER, QNST, REPX, RIGL (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
16%
20-Day Fair Value
≈ by Nov 25, 2026
$34.90
α -0.6% rank 7%
conviction
37%
40-Day Fair Value
≈ by Dec 24, 2026
$34.81
α -0.9% rank 7%
conviction
29%
60-Day Fair Value
≈ by Jan 22, 2027
$34.96
α -0.4% rank 7%
conviction
16%
MethodImplied PriceWeightDetail
DCF $16.01 44%
DDM (Gordon) $6.52 0%
Peer P/E $24.00 20% median 8.6× · 6 peers
Peer EV/EBITDA $28.32 20% median 7.8× · 5 peers
Peer P/B $35.57 4% median 2.0× · 6 peers
Peer P/S $28.15 13% median 1.1× · 5 peers
Market Anchor (SMA50) $33.50 0% stability 0% (BB-width)
Options Expected (B-L 30d) $33.07 0% 7 strikes · skew -0.92
As of 2026-10-27 · updated
About
Industry (SIC)
SERVICES-PERSONAL SERVICES (7200) · industry map
Exchange
XNYS
Market Cap
$0.6B
Employees
2,321
List Date
1996-08-09
CIK
0001016281
Next Earnings
2026-11-04 (After-Close)
EPS Forecast
$0.81 (5 est.)
Headquarters
Houston, TX
Homepage
https://www.carriageservices.com

Carriage Services Inc is a provider of funeral and cemetery services and merchandise in the United States. It operates in two business segments: The Funeral Home Operations segment offers burial, cremation, and consultation services; removes and prepares remains; sells caskets, urns, and related funeral merchandise. The company enables the use of funeral home facilities for visitation, remembrance, and transportation services. The Cemetery Operations segment provides services, such as mausoleum spaces and niches, private estates, lawn crypt gardens, traditional single burial gravesites, and bu…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan6.94%-18.50%13.52%-1.59%4.95%3.40%1.45%
Feb-0.96%-1.24%4.66%-1.59%-0.84%5.93%0.99%
Mar2.99%6.90%-10.13%10.77%-2.47%0.33%1.40%
Apr2.88%-18.29%-4.74%-3.54%3.31%7.98%-2.07%
May1.67%-4.22%-11.89%4.18%9.46%-16.26%-2.84%
Jun-4.67%-2.99%27.38%1.51%4.86%-5.36%3.46%
Jul1.67%-9.82%-2.35%20.94%-2.58%4.56%2.07%
Aug25.86%-6.07%-4.58%2.35%-3.18%-17.14%-0.46%
Sep-5.53%-9.81%-8.52%0.06%4.60%-5.86%-4.18%
Oct13.93%-27.29%-22.39%14.17%0.74%10.44%*-1.73%
Nov1.89%5.32%6.66%9.92%-1.79%--4.40%
Dec23.76%11.09%8.03%-1.53%-0.91%--8.09%
Total88.90%-57.54%-12.98%67.49%16.41%-15.29%14.50%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $34.19
SMA 50: $33.50
SMA 200: $40.26
Current: $35.11
EMA 12: $35.19
EMA 26: $34.40
MACD: 0.7906 | Signal: 0.1581
BULLISH
ADX (14): 25.49
TREND
+DI: 26.21
−DI: 17.05

Momentum Oscillators

RSI (14): 54.36
NEUTRAL
Stoch %K: 73.40
Stoch %D: 81.27
Williams %R: -43.70

Volume & Volatility

BB Upper: $37.71
BB Lower: $30.66
NEUTRAL
OBV: 3,261,757
Vol SMA 20: 264,080
Vol ROC: -40.06%
ATR: $1.15
True Range: $0.99
HV 20: 33.3%
HV 30: 32.4%
HV 60: 39.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

Click Frenzy-Pro™ for an AI analysis of this ticker.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
All CSV news →
Earnings History
19 of 21 under expected move
Avg Expected Move
9.25%
Avg Actual Move
4.33%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-04-22 After-Close 8.89% 0.61% 0.07x Within
2021-10-29 After-Close 6.80% 1.30% 0.19x Within
2022-02-24 After-Close 1.59% 2.78% 1.75x Exceeded
2022-04-29 After-Close 8.60% 1.73% 0.20x Within
2022-07-28 After-Close 9.77% 1.52% 0.16x Within
2022-10-26 After-Close 3.90% 27.03% 6.93x Exceeded
2023-02-23 After-Close 9.81% 4.06% 0.41x Within
2023-05-03 After-Close 9.90% 4.81% 0.49x Within
2023-08-02 After-Close 12.16% 1.69% 0.14x Within
2023-11-08 After-Close 9.02% 7.27% 0.81x Within
2024-02-22 After-Close 11.14% 3.21% 0.29x Within
2024-05-02 After-Close 8.38% 1.36% 0.16x Within
2024-08-01 After-Close 11.19% 3.98% 0.36x Within
2024-10-30 Pre-Market 11.66% 0.21% 0.02x Within
2025-02-26 After-Close 12.14% 3.62% 0.30x Within
2025-04-30 After-Close 9.88% 0.55% 0.06x Within
2025-08-07 Pre-Market 9.25% 3.77% 0.41x Within
2025-11-05 After-Close 10.67% 4.08% 0.38x Within
2026-02-26 Pre-Market 7.83% 2.52% 0.32x Within
2026-05-06 After-Close 10.68% 4.23% 0.40x Within
2026-08-05 After-Close 10.99% 10.63% 0.97x Within

Earnings calendar: this week’s reports with expected vs actual moves →

CSV Options Activity & IV Rank

CSV IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 38.4%
7-DTE IV: —
Expected Move: $2.62
7-DTE Move: $2.62
Days to Exp: 25 (2026-11-20)

Options Flow

Call Volume: 5
Put Volume: 1
P/C Volume: 0.2
BULLISH
Call OI: 12
Put OI: 1
P/C OI: 0.083
Total OI: 13

ATM Options Pricing

ATM Call: $1.45
ATM Put: $1.18
Call %: 4.1%
Put %: 3.3%

Chain Summary

Chain Volume: 113
Chain OI: 299
Last Updated: 10/26/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 13th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
13%
vs own history
GEX tilt
-0.02
OI-weighted, today
Vanna tilt
+0.95
δ-sensitivity to IV
Charm tilt
-0.76
δ-decay vs time
Vanna tilt +0.95: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.76: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 26 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 26 · ATM 37.4% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)23.7LowOct 26
Straddle Price (30 DTE)$2.62Oct 26
Beta Analysis

Risk Metrics

Beta: 0.2062
Alpha: -23.92%
Correlation: 0.0857
R-Squared: 0.7%
Stock Volatility: 30.7%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CSV
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$16.8M
0.02%
#791 of 3138+2.2%13F
Citadel Hedge fund
Ken Griffin
$1.7M
0.00%
#3113 of 6285+16.3%13F
Millennium Management Hedge fund
Izzy Englander
$1.4M
0.00%
#2777 of 3716-61.1%13F
Rockefeller Capital Management Family office
Rockefeller family
$12K
0.00%
#3929 of 47290.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

CSV Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 15,746,750 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

166 filers14,596,423 shares$563.55M value92.69% of float
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 2,380,839 $91.28M 16.20% 15.12% 2026-06-30
2 Vanguard Group Inc Custodian 1,022,595 $43.26M 7.68% 6.49% 2025-12-31
3 BlackRock, Inc. Custodian 1,099,733 $42.16M 7.48% 6.98% 2026-06-30
4 T. Rowe Price Investment Management, Inc. 725,953 $27.83M 4.94% 4.61% 2026-06-30
5 Vanguard Capital Management LLC 644,644 $24.72M 4.39% 4.09% 2026-06-30
6 Dimensional Fund Advisors LP Custodian 633,970 $24.31M 4.31% 4.03% 2026-06-30
7 Ameriprise Financial, Inc. Custodian 545,021 $20.90M 3.71% 3.46% 2026-06-30
8 LSV ASSET MANAGEMENT 542,927 $20.82M 3.69% 3.45% 2026-06-30
9 RENAISSANCE TECHNOLOGIES LLC 437,125 $16.76M 2.97% 2.78% 2026-06-30
10 Geode Capital Management, LLC Custodian 380,262 $14.58M 2.59% 2.41% 2026-06-30
11 Polar Asset Management Partners Inc. 326,173 $12.51M 2.22% 2.07% 2026-06-30
12 State Street Corp 309,391 $11.86M 2.10% 1.96% 2026-06-30
13 Two Sigma Investments, LP Custodian 303,115 $11.62M 2.06% 1.92% 2026-06-30
14 Vanguard Portfolio Management LLC 298,879 $11.46M 2.03% 1.90% 2026-06-30
15 Boston Partners 253,505 $9.72M 1.72% 1.61% 2026-06-30
16 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 249,404 $9.56M 1.70% 1.58% 2026-06-30
17 De Lisle Partners LLP 239,593 $9.19M 1.63% 1.52% 2026-06-30
18 HEARTLAND ADVISORS INC 207,300 $7.95M 1.41% 1.32% 2026-06-30
19 Morgan Stanley Custodian 191,346 $7.34M 1.30% 1.22% 2026-06-30
20 Qube Research & Technologies Ltd 182,905 $7.01M 1.24% 1.16% 2026-06-30
21 T. Rowe Price Associates, Inc. 157,231 $6.03M 1.07% 1.00% 2026-06-30
22 Swedbank AB 147,525 $5.66M 1.00% 0.94% 2026-06-30
23 RBF Capital, LLC 143,430 $5.50M 0.98% 0.91% 2026-06-30
24 NICHOLAS COMPANY, INC. 132,700 $5.09M 0.90% 0.84% 2026-06-30
25 Charles Schwab Investment Management, Inc. 128,001 $4.91M 0.87% 0.81% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

CSV Insider Trading (Form 4)

Latest: 2026-10-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-02 Greg M Brudnicki Award (A) +160 $31.17 $5.0K EDGAR
2026-10-02 Julie Sanders Director Award (A) +312 $31.17 $9.7K EDGAR
2026-10-02 Edmondo Robinson Director Award (A) +986 $31.17 $30.7K EDGAR
2026-10-02 Charles Fargason Director Award (A) +1,443 $31.17 $45.0K EDGAR
2026-10-02 Somer Webb Director Award (A) +866 $31.17 $27.0K EDGAR
2026-07-01 Greg M Brudnicki Award (A) +130 $38.34 $5.0K EDGAR
2026-07-01 Somer Webb Director Award (A) +612 $38.34 $23.5K EDGAR
2026-07-01 Julie Sanders Director Award (A) +208 $38.34 $8.0K EDGAR
2026-07-01 Edmondo Robinson Director Award (A) +664 $38.34 $25.5K EDGAR
2026-04-02 Greg M Brudnicki Award (A) +109 $45.66 $5.0K EDGAR
2026-04-02 Edmondo Robinson Director Award (A) +557 $45.66 $25.4K EDGAR
2026-04-02 Julie Sanders Director Award (A) +174 $45.66 $7.9K EDGAR
2026-04-02 Somer Webb Director Award (A) +541 $45.66 $24.7K EDGAR
2026-02-27 Carlos R. Quezada CEO Award (A) +20,417 $44.08 $900.0K EDGAR
2026-02-27 Steven D Metzger President & COO Award (A) +13,398 $44.08 $590.6K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

CSV Insider Holdings

15 insiders · @ $35.11
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Shawn R Phillips Sr. VP & Regional Partner 114,897 $4.03M -$3.10M 64 2025-02-25
2 Carlos R. Quezada CEO 109,110 $3.83M -$630.0K 23 2026-02-27
3 Steven D Metzger President & COO 83,634 $2.94M -$279.7K 25 2026-02-27
4 Paul Donald Elliott 68,726 $2.41M -$587.0K 28 2025-02-25
5 Douglas B. Meehan Director 54,326 $1.91M $11.1K 28 2025-01-03
6 Greg M Brudnicki 29,193 $1.02M $0 27 2026-10-02
7 Charles Fargason Director 27,369 $960.9K $491.2K 11 2026-10-02
8 Rob Paul Franch Chief Information Officer 25,454 $893.7K -$21.3K 8 2026-02-27
9 Shane Pudenz Vice President of Sales 19,223 $674.9K -$646.2K 12 2026-02-27
10 John Enwright SVP, CFO and Treasurer 15,217 $534.3K $0 4 2026-02-27
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

CSV Board & Officers

As of SEC filings through Oct 2, 2026

Directors 7

Officers 6

Changes in the last 10 years (39)
Feb 23, 2026Steven D Metzger listed as President & COO (previously President) in SEC filings
Feb 2, 2026Sam A. Mazzu III became VP, GC & Secretary
Oct 9, 2025Carlos R. Quezada first listed as a director in an SEC filing
Aug 29, 2025Shane Pudenz no longer listed as VP of Sales and Marketing in SEC filings
Feb 21, 2025Steven D Metzger listed as President (previously EVP & General Counsel) in SEC filings
Jan 2, 2025John Enwright became SVP, CFO and Treasurer
Nov 25, 2024Shawn R Phillips no longer listed as Sr. VP & Regional Partner in SEC filings
Oct 30, 2024Edmondo Robinson became a director
Aug 7, 2024Carlos R. Quezada listed as CEO (previously President & COO) in SEC filings
Jun 6, 2024The company announced the departure of Lance Kian Granmayeh as EVP, CFO and Treasurer in an SEC filing
May 10, 2024Shawn R Phillips first listed as Sr. VP & Regional Partner in an SEC filing
Mar 25, 2024Kathryn Shanley became Chief Accounting Officer
Mar 20, 2024Peggy Schappaugh reported in an SEC filing no longer being VP of Operations & Acquistions
Feb 23, 2024Melvin C Payne no longer listed as a 10% owner in SEC filings
Jul 25, 2023Julie Sanders became a director
Jul 24, 2023The company announced the departure of Barry K Fingerhut from the board in an SEC filing
Jul 5, 2023Somer Webb became a director
Jun 21, 2023Charles Fargason became a director
Jun 15, 2023The company announced the departure of Melvin C Payne as CEO in an SEC filing
Jun 15, 2023The company announced the departure of Achille Messac from the board in an SEC filing
Not reported recently (5)
  • Melvin C Payne · Last reported as a director in an SEC filing dated Feb 26, 2024
  • James Raymond Schenck · Last reported as a director in an SEC filing dated Jun 30, 2021
  • Viki K Blinderman · Last reported as Principal Financial Officer in an SEC filing dated Mar 23, 2021
  • William Goetz · Last reported as Chief Operating Officer in an SEC filing dated May 26, 2020
  • Mark R Bruce · Last reported as Chief Operating Officer in an SEC filing dated Jun 12, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

CSV Proposed Insider Sales (Form 144)

Latest: 2025-10-07
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-10-07 CARLOS QUEZADA EXECUTIVE 4,250 $196.1K 2025-10-07 MERRILL PRIVATE WEALTH 10b5-1 EDGAR
2025-08-27 SHANE THOMAS PUDENZ Officer 13,027 $577.9K 2025-08-27 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-07 Quezada Carlos R. Officer 4,250 $200.9K 2025-08-07 Merrill Private Wealth 10b5-1 EDGAR
2025-07-07 Metzger Steven D Officer 348 $16.3K 2025-07-07 MERRILL PRIVATE WEALTH 10b5-1 EDGAR
2025-06-09 Metzger Steven D Officer 1,653 $74.0K 2025-06-09 Merrill Private Wealth 10b5-1 EDGAR
2025-05-07 Metzger Steven D Officer 3,000 $121.5K 2025-05-07 Merrill Private Wealth 10b5-1 EDGAR
2025-05-07 Quezada Carlos R. Officer 4,357 $176.6K 2025-05-07 Merrill Private Wealth 10b5-1 EDGAR
2025-04-29 Quezada Carlos R. Officer 958 $38.3K 2025-04-29 MERRILL PRIVATE WEALTH 10b5-1 EDGAR
2025-04-28 Quezada Carlos R. Officer 2,179 $87.2K 2025-04-28 MERRILL PRIVATE WEALTH 10b5-1 EDGAR
2025-04-28 Metzger Steven D Officer 2,492 $99.7K 2025-04-28 MERRILL PRIVATE WEALTH 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
56 ETFs hold CSV
25 shown · $74.13M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $14.9M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.02% $13.0M $74.6B 2026-10-23
3 DFAT Dimensional US Targeted Value ETF Dimensional 0.02% $5.2M — 2026-10-23
4 VXF Vanguard Extended Market ETF Vanguard 0.01% $5.1M — 2026-09-30
5 DFAS Dimensional US Small Cap ETF Dimensional 0.01% $4.4M — 2026-10-23
6 DFMC Dimensional US Micro Cap ETF Dimensional 0.06% $4.2M — 2026-10-23
7 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.03% $3.6M $13.7B 2026-10-23
8 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $3.1M — 2026-05-31
9 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $2.6M — 2026-10-23
10 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $2.6M — 2026-09-30
11 FDM First Trust Dow Jones Select MicroCap Index Fund First Trust 0.82% $2.2M $268.3M 2026-10-23
12 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.09% $2.1M — 2026-06-30
13 VCR Vanguard Consumer Discretionary ETF Vanguard 0.03% $1.7M — 2026-09-30
14 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.13% $1.5M $1.2B 2026-10-23
15 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $1.1M $13.9B 2026-10-23
16 DFSV Dimensional US Small Cap Value ETF Dimensional 0.00% $1.1M — 2026-10-23
17 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.03% $1.1M $3.2B 2026-10-23
18 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $1.0M — 2026-10-23
19 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $811,385 $96.5B 2026-10-23
20 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.02% $518,432 — 2026-07-31
21 GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Goldman 0.05% $501,618 $1.0B 2026-10-23
22 DFUV Dimensional US Marketwide Value ETF Dimensional 0.00% $477,150 $15.5B 2026-10-23
23 JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF JPMorgan 0.08% $477,110 $573.3M 2026-10-26
24 DXUV Dimensional US Vector Equity ETF Dimensional 0.01% $436,357 — 2026-10-23
25 EES WisdomTree U.S. SmallCap Fund Nport 0.06% $407,324 — 2026-06-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
12.54
TTM Diluted EPS
$2.80
TTM Revenue
$417.29M
TTM Net Income
$43.59M
TTM Op. Cash Flow
$61.27M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$102.95M$12.12M$0.77$7.55M
Q1 '262026-03-31$106.12M$13.31M$0.84$14.90M
Q4 '252025-12-31$105.48M$11.59M$0.78$14.12M
Q3 '252025-09-30$102.74M$6.57M$0.41$24.69M
Q2 '252025-06-30$102.15M$11.54M$0.74$8.09M
Q1 '252025-03-31$107.07M$20.58M$1.34$13.79M
Q4 '242024-12-31$97.70M$9.42M$0.62$9.28M
Q3 '242024-09-30$100.69M$9.87M$0.63$20.86M
Q2 '242024-06-30$102.32M$6.17M$0.40$2.16M
Q1 '242024-03-31$103.49M$6.87M$0.45$19.70M
Q4 '232023-12-31$98.83M$11.53M$0.75$13.74M
Q3 '232023-09-30$90.49M$4.60M$0.30$22.66M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
12.54
P/B
1.98
P/S
1.32
EV/EBITDA
8.70
EV/Sales
2.60
ROE
15.6%
ROA
3.2%
Div Yield
1.26%
FCF Yield
11.08%
Debt/Equity
1.92
Current Ratio
—
Market Cap
$552.87M
as of 2026-10-26
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
623.40K
SI % of Float
4.10%
Days to Cover
3.45
Short Vol Ratio
83.0%
Free Float
15.19M
Float %
95.7%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-14