Added to YB: 2026-03-03
Pitch date: 2026-02-27
SCI [neutral]
Service Corporation International
+2.04%
current return
Author Info
Company Info
Service Corporation International provides deathcare products and services in the United States and Canada.
Market Cap
$11.7B
Pitch Price
$83.94
Price Target
N/A
Dividend
1.62%
EV/EBITDA
12.53
P/E
22.15
EV/Sales
3.87
Sector
Diversified Consumer Services
Category
growth
Service Corporation: a compounder in the funeral business
SCI (earnings): Funeral & cemetery leader closed 2025 w/ $4.3B rev (+3% YoY), $3.85 adj EPS (+9%), $966M adj OCF. Pre-need production up mid-single digits, backlog >$13B. 2026 guide: $4.05-$4.35 EPS (+5-13%). Returned $645M via $461M buybacks + $184M divs. ~3.5-4x leverage, trust funds +15% return. Key risks: cremation trend, life expectancy. Mitigates via pricing power, upselling, M&A consolidation ($75-125M/yr). Avg rev/service expanding above inflation.
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