Carriage Services Inc (CSV) — Strategic Asset Allocation Index
Carriage Services Inc (CSV) has a Strategic Asset Allocation Index of 162.7% as of December 2025. Strategic assets (PP&E of $414.50 Million plus long-term investments of $-) total $414.50 Million, measured against net assets of $254.78 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Carriage Services Inc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Carriage Services Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how Carriage Services Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 162.7%, representing strategic assets of $414.50 Million against net assets of $254.78 Million USD. For live market cap and overall valuation, see Carriage Services Inc (CSV) total market value.
Annual Strategic Asset Allocation Index for Carriage Services Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Carriage Services Inc from 2000 to 2025, covering 26 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. See Carriage Services Inc shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 162.7% | $414.50 Million | $414.50 Million | $- | $254.78 Million | ▼ -27.9 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 | — |