Added to YB: 2026-05-19
Pitch date: 2026-05-15
SCI [neutral]
Service Corporation International
-0.22%
current return
Author Info
Company Info
Service Corporation International provides deathcare products and services in the United States and Canada.
Market Cap
$10.7B
Pitch Price
$78.03
Price Target
N/A
Dividend
1.75%
EV/EBITDA
11.75
P/E
20.52
EV/Sales
3.61
Sector
Diversified Consumer Services
Category
growth
Mc Funeral up to their old tricks (again) - Service Corporation International
SCI (update): Q1 rev $1,096.5M (+2% YoY) despite 6% funeral volume drop due to mortality comp vs flu season; average revenue per funeral +3%, cemetery preneed sales +10%. Op cash flow $334M (+6%), FCF ~$250M ($1.80/share), annualized ~$6/share. Returned $190M via $143M buybacks + $47M div. Net LTV ex-goodwill <30%, debt ~5% cost. Mgmt sees no market share loss, expects 400bps volume recovery historically. Pricing power + mix + buybacks sustain FCF/share growth even in weak volume environment.
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