SERVICE CORP INTERNATIONAL
SCI · Services-Personal Services · 138.1M shares · -5%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $528M (gross $545M, SBC $17M)
Reference price $79.87 · est. market cap ~$11.0B — last insider sale, 2026-03-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Dominant North American deathcare franchise with a durable moat from high cemetery barriers, scale, and a $17B preneed backlog.
Strengths
- Top-decile operating margin (92.3rd pct) and OCF margin (86.7th pct); net margin 73.3rd pct
- ~18% market share, recession-resistant demand, and a $17B preneed backlog provide a wide moat
Risks
- High leverage (debt/equity 3.1, 87.5th pct) inflates the 33% ROE; ROA only 58.8th pct
- Modest revenue growth (2.9%) and trust-fund market sensitivity
Notable findings
- High leverageHigh leverage (debt/equity 3.10)
- Weak liquidityCurrent ratio 0.55 (<1)
- Buying back stockNet buyback — share count -5%/yr over 4y
- Insider sellingInsider selling — 2 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$1M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
26.5%
Operating margin
22.7%
Net margin
12.6%
Return on equity
33.1%
Return on assets
2.9%
ROIC
11.5%
Revenue growth (QoQ)
-1.4%
Net-income growth
4.6%
Debt / equity
3.1×
Interest coverage
3.8×
Current ratio
0.6×
Tangible book value
-$1.0B
Cash & investments
$244M
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-11 | LUND VICTOR L | Grant | 2.4K | — |
| 2026-05-11 | Haussler Jakki L. | Grant | 2.4K | — |
| 2026-05-11 | COELHO TONY | Grant | 2.4K | — |
| 2026-05-11 | Tucker Sara Martinez | Grant | 2.4K | — |
| 2026-05-11 | WATTS MARCUS A | Grant | 2.4K | — |
| 2026-05-11 | Hill Thad | Grant | 2.4K | — |
| 2026-05-11 | Ochoa Ellen | Grant | 2.4K | — |
| 2026-05-11 | SHAPER C PARK | Grant | 2.4K | — |
| 2026-03-10 | COELHO TONY | Sell | 7.7K | $79.87 |
| 2026-03-05 | Spilde Lori | Tax withheld | 1.4K | $81.42 |
| 2026-03-05 | Moore Tammy R | Tax withheld | 653 | $81.42 |
| 2026-03-05 | Faulk John H | Tax withheld | 1.4K | $81.42 |
| 2026-03-05 | Nash Elisabeth G. | Tax withheld | 594 | $81.42 |
| 2026-03-05 | TANZBERGER ERIC D | Tax withheld | 2.3K | $81.42 |
| 2026-03-05 | WARING SUMNER J III | Tax withheld | 3.3K | $81.42 |
| 2026-02-26 | Nash Elisabeth G. | Gift | 6.2K | — |
| 2026-02-25 | Nash Elisabeth G. | Gift | 6.2K | — |
| 2026-02-18 | Spilde Lori | Grant | 4.5K | — |
| 2026-02-18 | Faulk John H | Grant | 4.1K | — |
| 2026-02-18 | TANZBERGER ERIC D | Grant | 4.6K | — |
| 2026-02-18 | TANZBERGER ERIC D | Grant | 4.6K | — |
| 2026-02-18 | Nash Elisabeth G. | Grant | 1.4K | — |
| 2026-02-18 | Nash Elisabeth G. | Grant | 3.2K | — |
| 2026-02-18 | WARING SUMNER J III | Grant | 9.3K | — |
| 2026-02-18 | Moore Tammy R | Grant | 1.5K | — |
| 2026-02-18 | RYAN THOMAS L | Grant | 34K | — |
| 2026-02-13 | Moore Tammy R | Sell | 5.0K | $80.48 |
| 2026-01-21 | TANZBERGER ERIC D | Tax withheld | 2.1K | $82.51 |
| 2026-01-21 | TANZBERGER ERIC D | Grant | 2.1K | — |
| 2026-01-21 | TANZBERGER ERIC D | Disposition | 2.1K | $82.51 |
| 2025-12-16 | RYAN THOMAS L | Gift | 10K | — |
| 2025-12-04 | Nash Elisabeth G. | Option exercise | 42K | $37.53 |
| 2025-12-04 | Nash Elisabeth G. | Sell | 42K | $76.32 |
| 2025-12-02 | WATTS MARCUS A | Gift | 1.3K | — |
| 2025-11-05 | TANZBERGER ERIC D | Option exercise | 81K | $50.82 |
| 2025-11-05 | TANZBERGER ERIC D | Option exercise | 58 | $50.82 |
| 2025-11-05 | TANZBERGER ERIC D | Sell | 58 | $81.38 |
| 2025-11-05 | TANZBERGER ERIC D | Sell | 81K | $81.53 |
| 2025-10-31 | WARING SUMNER J III | Option exercise | 30K | $49.59 |
| 2025-10-31 | WARING SUMNER J III | Sell | 500 | $84.20 |
| 2025-10-31 | WARING SUMNER J III | Option exercise | 500 | $49.59 |
| 2025-10-31 | WARING SUMNER J III | Sell | 30K | $83.13 |
| 2025-09-04 | Ochoa Ellen | Sell | 9 | $78.25 |
| 2025-08-26 | Ochoa Ellen | Sell | 2.5K | $79.41 |
| 2025-08-22 | RYAN THOMAS L | Sell | 18K | $81.91 |
| 2025-08-22 | RYAN THOMAS L | Option exercise | 18K | $42.63 |
| 2025-08-21 | RYAN THOMAS L | Sell | 18K | $81.82 |
| 2025-08-21 | RYAN THOMAS L | Option exercise | 18K | $42.63 |
| 2025-08-20 | Faulk John H | Option exercise | 15K | $37.53 |
| 2025-08-20 | Faulk John H | Sell | 15K | $81.57 |
| 2025-08-11 | COELHO TONY | Sell | 7.5K | $80.61 |
| 2025-08-11 | COELHO TONY | Sell | 344 | $80.52 |
| 2025-08-08 | RYAN THOMAS L | Sell | 177 | $80.84 |
| 2025-08-08 | Faulk John H | Option exercise | 12K | $37.53 |
| 2025-08-08 | Faulk John H | Sell | 12K | $80.27 |
| 2025-08-08 | Faulk John H | Sell | 2.9K | $80.60 |
| 2025-08-08 | Faulk John H | Option exercise | 2.9K | $37.53 |
| 2025-08-08 | RYAN THOMAS L | Option exercise | 150K | $37.53 |
| 2025-08-08 | RYAN THOMAS L | Sell | 150K | $80.49 |
| 2025-08-08 | RYAN THOMAS L | Option exercise | 177 | $37.53 |
| 2025-08-01 | WARING SUMNER J III | Option exercise | 20K | $49.59 |
| 2025-08-01 | WARING SUMNER J III | Option exercise | 36K | $50.82 |
| 2025-08-01 | WARING SUMNER J III | Sell | 36K | $76.59 |
| 2025-08-01 | WARING SUMNER J III | Sell | 20K | $76.52 |
| 2025-06-30 | Ochoa Ellen | Grant | 9 | — |
| 2025-05-08 | COELHO TONY | Sell | 5.4K | $75.94 |
| 2025-05-06 | BUCKWALTER ALAN R III | Grant | 2.5K | — |
| 2025-05-06 | Haussler Jakki L. | Grant | 2.5K | — |
| 2025-05-06 | LUND VICTOR L | Grant | 2.5K | — |
| 2025-05-06 | Ochoa Ellen | Grant | 2.5K | — |
| 2025-05-06 | COELHO TONY | Grant | 2.5K | — |
| 2025-05-06 | Tucker Sara Martinez | Grant | 2.5K | — |
| 2025-05-06 | WATTS MARCUS A | Grant | 2.5K | — |
| 2025-05-06 | SHAPER C PARK | Grant | 2.5K | — |
| 2025-03-10 | RYAN THOMAS L | Option exercise | 50K | $37.53 |
| 2025-03-10 | RYAN THOMAS L | Sell | 50K | $84.56 |
| 2025-03-05 | COELHO TONY | Sell | 6.5K | $79.29 |
| 2025-03-05 | Moore Tammy R | Tax withheld | 695 | $78.94 |
| 2025-03-05 | Faulk John H | Tax withheld | 1.4K | $78.94 |
| 2025-03-05 | TANZBERGER ERIC D | Tax withheld | 2.2K | $78.94 |
| 2025-03-05 | Spilde Lori | Tax withheld | 1.0K | $78.94 |
| 2025-03-05 | WARING SUMNER J III | Tax withheld | 3.2K | $78.94 |
| 2025-03-05 | Nash Elisabeth G. | Tax withheld | 615 | $78.94 |
| 2025-02-19 | Moore Tammy R | Grant | 1.5K | — |
| 2025-02-19 | TANZBERGER ERIC D | Grant | 4.5K | — |
| 2025-02-19 | TANZBERGER ERIC D | Grant | 4.5K | — |
| 2025-02-19 | RYAN THOMAS L | Grant | 33K | — |
| 2025-02-19 | Faulk John H | Grant | 4.0K | — |
| 2025-02-19 | WARING SUMNER J III | Grant | 8.9K | — |
| 2025-02-19 | Nash Elisabeth G. | Grant | 1.4K | — |
| 2025-02-19 | Nash Elisabeth G. | Grant | 3.2K | — |
| 2025-02-19 | Spilde Lori | Grant | 3.8K | — |
| 2025-01-09 | TANZBERGER ERIC D | Grant | 14K | — |
| 2025-01-09 | TANZBERGER ERIC D | Disposition | 14K | $78.02 |
| 2025-01-09 | TANZBERGER ERIC D | Tax withheld | 8.1K | $78.02 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-11 | 0000089089-26-000065 ↗ |
| 8-K | 2026-05-08 | 2026-05-06 | 0000089089-26-000046 ↗ |
| 8-K | 2026-05-08 | 2026-05-06 | 0000089089-26-000044 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0000089089-26-000039 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0000089089-26-000034 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0000089089-26-000031 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001628280-26-009772 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0001628280-26-007695 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0001628280-26-007289 ↗ |
| 8-K | 2025-11-21 | 2025-11-20 | 0000089089-25-000097 ↗ |
| 8-K | 2025-11-05 | 2025-11-04 | 0000089089-25-000091 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0000089089-25-000083 ↗ |