Carriage Services Inc (CSV) — Strategic Asset Allocation Index
Carriage Services Inc (CSV) has a Strategic Asset Allocation Index of 171.0% as of September 2025. Strategic assets (PP&E of $413.98 Million plus long-term investments of $-) total $413.98 Million, measured against net assets of $242.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Carriage Services Inc Strategic Asset Allocation Index (2000–2024)
This chart shows how Carriage Services Inc's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 171.0%, representing strategic assets of $413.98 Million against net assets of $242.08 Million USD. Explore cash efficiency ratio of Carriage Services Inc to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Carriage Services Inc (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Carriage Services Inc from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see CSV market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 190.6% | $397.53 Million | $397.53 Million | $- | $208.55 Million | ▼ -51.1 pp |
| 2023 | 241.7% | $418.36 Million | $418.36 Million | $- | $173.06 Million | ▼ -265.0 pp |
| 2022 | 506.7% | $694.85 Million | $382.28 Million | $312.57 Million | $137.13 Million | ▲ +25.2 pp |
| 2021 | 481.5% | $616.37 Million | $287.25 Million | $329.12 Million | $128.01 Million | ▲ +204.2 pp |
| 2020 | 277.2% | $666.78 Million | $370.19 Million | $296.59 Million | $240.50 Million | ▼ -4.0 pp |
| 2019 | 281.2% | $637.19 Million | $366.23 Million | $270.96 Million | $226.57 Million | ▲ +28.5 pp |
| 2018 | 252.8% | $559.89 Million | $335.80 Million | $224.09 Million | $221.49 Million | ▼ -43.4 pp |
| 2017 | 296.1% | $585.32 Million | $323.62 Million | $261.69 Million | $197.66 Million | ▼ -19.4 pp |
| 2016 | 315.6% | $561.66 Million | $311.23 Million | $250.43 Million | $177.99 Million | ▼ -16.9 pp |
| 2015 | 332.5% | $523.98 Million | $290.47 Million | $233.51 Million | $157.59 Million | ▲ +43.9 pp |
| 2014 | 288.6% | $519.12 Million | $261.77 Million | $257.34 Million | $179.88 Million | ▼ -17.3 pp |
| 2013 | 305.9% | $477.12 Million | $233.60 Million | $243.51 Million | $155.97 Million | ▼ -47.4 pp |
| 2012 | 353.3% | $477.08 Million | $227.59 Million | $249.49 Million | $135.02 Million | ▲ +8.6 pp |
| 2011 | 344.8% | $437.09 Million | $208.09 Million | $229.00 Million | $126.78 Million | ▲ +237.4 pp |
| 2010 | 107.4% | $128.47 Million | $128.47 Million | $- | $119.67 Million | ▼ -8.0 pp |
| 2009 | 115.3% | $124.80 Million | $124.80 Million | $- | $108.22 Million | ▼ -6.6 pp |
| 2008 | 121.9% | $126.16 Million | $126.16 Million | $- | $103.51 Million | ▲ +75.8 pp |
| 2007 | 46.1% | $125.61 Million | $125.61 Million | $- | $272.61 Million | ▼ -32.2 pp |
| 2006 | 78.3% | $99.89 Million | $99.89 Million | $- | $127.56 Million | ▼ -3.1 pp |
| 2005 | 81.4% | $105.44 Million | $105.44 Million | $- | $129.49 Million | ▼ -8.7 pp |
| 2004 | 90.1% | $104.89 Million | $104.89 Million | $- | $116.44 Million | ▼ -14.7 pp |
| 2003 | 104.8% | $110.96 Million | $110.96 Million | $- | $105.93 Million | ▼ -11.0 pp |
| 2002 | 115.7% | $114.00 Million | $114.00 Million | $- | $98.49 Million | ▼ -23.9 pp |
| 2001 | 139.7% | $114.22 Million | $114.22 Million | $- | $81.79 Million | ▲ +68.8 pp |
| 2000 | 70.8% | $119.25 Million | $119.25 Million | $- | $168.34 Million | — |