MSDL vs. OBDE, TRIN, CION, TSLX, TOWN, ITCLY, SBCF, EXPI, HTH, and UE
Should you be buying Morgan Stanley Direct Lending stock or one of its competitors? The main competitors of Morgan Stanley Direct Lending include Blue Owl Capital Co. III (OBDE), Trinity Capital (TRIN), CION Investment (CION), Sixth Street Specialty Lending (TSLX), TowneBank (TOWN), Banco Itau Chile Spon (ITCLY), Seacoast Banking Co. of Florida (SBCF), eXp World (EXPI), Hilltop (HTH), and Urban Edge Properties (UE). These companies are all part of the "finance" sector.
Morgan Stanley Direct Lending (NYSE:MSDL) and Blue Owl Capital Co. III (NYSE:OBDE) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, earnings, profitability, media sentiment, dividends, community ranking, analyst recommendations, risk and institutional ownership.
Blue Owl Capital Co. III has higher revenue and earnings than Morgan Stanley Direct Lending. Blue Owl Capital Co. III is trading at a lower price-to-earnings ratio than Morgan Stanley Direct Lending, indicating that it is currently the more affordable of the two stocks.
Morgan Stanley Direct Lending currently has a consensus target price of $21.58, indicating a potential downside of 5.34%. Blue Owl Capital Co. III has a consensus target price of $16.00, indicating a potential upside of 1.98%. Given Blue Owl Capital Co. III's stronger consensus rating and higher probable upside, analysts clearly believe Blue Owl Capital Co. III is more favorable than Morgan Stanley Direct Lending.
Blue Owl Capital Co. III has a net margin of 63.33% compared to Morgan Stanley Direct Lending's net margin of 62.34%. Blue Owl Capital Co. III's return on equity of 13.62% beat Morgan Stanley Direct Lending's return on equity.
In the previous week, Morgan Stanley Direct Lending had 22 more articles in the media than Blue Owl Capital Co. III. MarketBeat recorded 34 mentions for Morgan Stanley Direct Lending and 12 mentions for Blue Owl Capital Co. III. Morgan Stanley Direct Lending's average media sentiment score of 0.07 beat Blue Owl Capital Co. III's score of 0.06 indicating that Morgan Stanley Direct Lending is being referred to more favorably in the media.
Morgan Stanley Direct Lending received 3 more outperform votes than Blue Owl Capital Co. III when rated by MarketBeat users. However, 100.00% of users gave Blue Owl Capital Co. III an outperform vote while only 40.00% of users gave Morgan Stanley Direct Lending an outperform vote.
Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 8.8%. Blue Owl Capital Co. III pays an annual dividend of $1.40 per share and has a dividend yield of 8.9%. Morgan Stanley Direct Lending pays out 64.5% of its earnings in the form of a dividend. Blue Owl Capital Co. III pays out 61.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Blue Owl Capital Co. III is clearly the better dividend stock, given its higher yield and lower payout ratio.
Summary
Blue Owl Capital Co. III beats Morgan Stanley Direct Lending on 10 of the 17 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding MSDL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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