Bain Capital Specialty Finance (BCSF) Competitors

Morgan Stanley Direct Lending (NYSE:MSDL) and Bain Capital Specialty Finance (NYSE:BCSF) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, dividends, media sentiment, community ranking and earnings.

Does the media favor MSDL or BCSF?

In the previous week, Morgan Stanley Direct Lending and Morgan Stanley Direct Lending both had 1 articles in the media. Morgan Stanley Direct Lending's average media sentiment score of 0.84 beat Bain Capital Specialty Finance's score of 0.00 indicating that Bain Capital Specialty Finance is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Morgan Stanley Direct Lending	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Bain Capital Specialty Finance	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community prefer MSDL or BCSF?

Bain Capital Specialty Finance received 57 more outperform votes than Morgan Stanley Direct Lending when rated by MarketBeat users.

Company	Underperform	Outperform
Morgan Stanley Direct Lending	N/A	N/A
Bain Capital Specialty Finance	Outperform Votes 57 43.18%	Underperform Votes 75 56.82%

Is MSDL or BCSF a better dividend stock?

Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 8.9%. Bain Capital Specialty Finance pays an annual dividend of $1.68 per share and has a dividend yield of 10.2%. Morgan Stanley Direct Lending pays out 64.5% of its earnings in the form of a dividend. Bain Capital Specialty Finance pays out 84.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Which has higher earnings and valuation, MSDL or BCSF?

Morgan Stanley Direct Lending has higher revenue and earnings than Bain Capital Specialty Finance. Morgan Stanley Direct Lending is trading at a lower price-to-earnings ratio than Bain Capital Specialty Finance, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Morgan Stanley Direct Lending	$367.74M	5.45	$231.01M	$3.10	7.23
Bain Capital Specialty Finance	$297.79M	3.56	$123.38M	$2.00	8.22

Is MSDL or BCSF more profitable?

Morgan Stanley Direct Lending has a net margin of 62.34% compared to Morgan Stanley Direct Lending's net margin of 43.42%. Bain Capital Specialty Finance's return on equity of 12.87% beat Morgan Stanley Direct Lending's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Morgan Stanley Direct Lending	62.34%	12.87%	6.39%
Bain Capital Specialty Finance	43.42%	12.64%	5.57%

Do analysts prefer MSDL or BCSF?

Morgan Stanley Direct Lending presently has a consensus price target of $21.92, suggesting a potential downside of 2.16%. Bain Capital Specialty Finance has a consensus price target of $16.33, suggesting a potential downside of 0.62%. Given Morgan Stanley Direct Lending's higher probable upside, analysts plainly believe Bain Capital Specialty Finance is more favorable than Morgan Stanley Direct Lending.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Morgan Stanley Direct Lending	0 Sell rating(s)	4 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.33
Bain Capital Specialty Finance	0 Sell rating(s)	2 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.33

Summary

Morgan Stanley Direct Lending beats Bain Capital Specialty Finance on 9 of the 14 factors compared between the two stocks.