Morgan Stanley Direct Lending (MSDL) Competitors $19.46 -0.03 (-0.15%) As of 04/30/2025 03:58 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock MSDL vs. OBDE, KBDC, BCSF, TRIN, CNCK, AACT, FSNB, CION, EQV, and IPXXShould 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), Kayne Anderson BDC (KBDC), Bain Capital Specialty Finance (BCSF), Trinity Capital (TRIN), Coincheck Group (CNCK), Ares Acquisition Co. II (AACT), Fusion Acquisition Corp. II (FSNB), CION Investment (CION), EQV Ventures Acquisition (EQV), and Inflection Point Acquisition Corp. II (IPXX). These companies are all part of the "holding & other investment offices" industry. Morgan Stanley Direct Lending vs. Blue Owl Capital Co. III Kayne Anderson BDC Bain Capital Specialty Finance Trinity Capital Coincheck Group Ares Acquisition Co. II Fusion Acquisition Corp. II CION Investment EQV Ventures Acquisition Inflection Point Acquisition Corp. II Blue Owl Capital Co. III (NYSE:OBDE) and Morgan Stanley Direct Lending (NYSE:MSDL) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, media sentiment, profitability, institutional ownership, earnings, community ranking and risk. Is OBDE or MSDL more profitable? Morgan Stanley Direct Lending has a net margin of 54.89% compared to Blue Owl Capital Co. III's net margin of 45.35%. Morgan Stanley Direct Lending's return on equity of 12.69% beat Blue Owl Capital Co. III's return on equity.Company Net Margins Return on Equity Return on Assets Blue Owl Capital Co. III45.35% 11.52% 5.22% Morgan Stanley Direct Lending 54.89%12.69%6.52% Is OBDE or MSDL a better dividend stock? Blue Owl Capital Co. III pays an annual dividend of $1.40 per share and has a dividend yield of 9.9%. Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 10.3%. Blue Owl Capital Co. III pays out 79.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Morgan Stanley Direct Lending pays out 82.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Does the media refer more to OBDE or MSDL? In the previous week, Morgan Stanley Direct Lending had 9 more articles in the media than Blue Owl Capital Co. III. MarketBeat recorded 9 mentions for Morgan Stanley Direct Lending and 0 mentions for Blue Owl Capital Co. III. Morgan Stanley Direct Lending's average media sentiment score of 0.77 beat Blue Owl Capital Co. III's score of 0.00 indicating that Morgan Stanley Direct Lending is being referred to more favorably in the news media. Company Overall Sentiment Blue Owl Capital Co. III Neutral Morgan Stanley Direct Lending Positive Does the MarketBeat Community believe in OBDE or MSDL? Morgan Stanley Direct Lending received 7 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 34.78% of users gave Morgan Stanley Direct Lending an outperform vote. CompanyUnderperformOutperformBlue Owl Capital Co. IIIOutperform Votes1100.00% Underperform VotesNo VotesMorgan Stanley Direct LendingOutperform Votes834.78% Underperform Votes1565.22% Which has preferable valuation & earnings, OBDE or MSDL? Blue Owl Capital Co. III has higher earnings, but lower revenue than Morgan Stanley Direct Lending. Morgan Stanley Direct Lending is trading at a lower price-to-earnings ratio than Blue Owl Capital Co. III, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioBlue Owl Capital Co. III$244.17M7.14$271.96M$1.768.03Morgan Stanley Direct Lending$253.06M6.76$231.01M$2.438.01 Do analysts recommend OBDE or MSDL? Morgan Stanley Direct Lending has a consensus price target of $20.20, suggesting a potential upside of 3.80%. Given Morgan Stanley Direct Lending's stronger consensus rating and higher probable upside, analysts clearly believe Morgan Stanley Direct Lending is more favorable than Blue Owl Capital Co. III.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Blue Owl Capital Co. III 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00Morgan Stanley Direct Lending 0 Sell rating(s) 5 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.17 SummaryMorgan Stanley Direct Lending beats Blue Owl Capital Co. III on 12 of the 17 factors compared between the two stocks. Get Morgan Stanley Direct Lending News Delivered to You Automatically Sign up to receive the latest news and ratings for MSDL and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart MSDL vs. The Competition Export to ExcelMetricMorgan Stanley Direct LendingHolding Offices IndustryFinance SectorNYSE ExchangeMarket Cap$1.71B$475.66M$11.12B$18.97BDividend Yield10.36%7.74%5.79%4.03%P/E Ratio7.632.4122.0032.71Price / Sales6.7655.0626.0827.84Price / Cash10.7569.0117.6017.53Price / Book1.003.682.654.47Net Income$231.01M$35.22M$1.03B$1.02B7 Day Performance0.44%1.71%0.57%0.50%1 Month Performance-4.70%3.42%-0.43%-2.83%1 Year Performance-10.03%24.13%537.91%4.36% Morgan Stanley Direct Lending Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)MSDLMorgan Stanley Direct Lending2.5071 of 5 stars$19.46-0.2%$20.20+3.8%-9.5%$1.71B$253.06M7.63N/AUpcoming EarningsAnalyst ForecastShort Interest ↓News CoverageOBDEBlue Owl Capital Co. IIIN/A$14.14flatN/AN/A$1.74B$244.17M8.03N/AKBDCKayne Anderson BDC0.6554 of 5 stars$15.40-1.8%$17.00+10.4%N/A$1.09B$122.29M0.00N/AAnalyst ForecastShort Interest ↑High Trading VolumeBCSFBain Capital Specialty Finance1.5267 of 5 stars$14.46-3.3%$18.00+24.5%-8.3%$934.33M$138.19M7.271,000Upcoming EarningsAnalyst ForecastShort Interest ↑News CoverageTRINTrinity Capital2.0004 of 5 stars$14.01-2.2%$15.63+11.5%-4.2%$880.26M$175.49M8.1940Upcoming EarningsAnalyst ForecastOptions VolumeNews CoverageCNCKCoincheck Group2.0249 of 5 stars$6.05+3.6%$10.00+65.3%N/A$784.69M$370.15B0.00N/ANews CoveragePositive NewsAACTAres Acquisition Co. IIN/A$11.21-0.1%N/A+6.0%$700.63MN/A0.00N/AUpcoming EarningsFSNBFusion Acquisition Corp. IIN/A$10.49flatN/AN/A$655.63MN/A0.002High Trading VolumeCIONCION Investment2.2368 of 5 stars$9.30-1.6%$11.50+23.7%-13.6%$493.15M$45.95M6.33N/AUpcoming EarningsAnalyst ForecastShort Interest ↑News CoverageEQVEQV Ventures AcquisitionN/A$10.09flatN/AN/A$449.73MN/A0.00N/ANews CoveragePositive NewsIPXXInflection Point Acquisition Corp. IIN/A$14.09-10.0%N/A+22.2%$440.31MN/A0.00N/AHigh Trading Volume Related Companies and Tools Related Companies Blue Owl Capital Co. III Alternatives Kayne Anderson BDC Alternatives Bain Capital Specialty Finance Alternatives Trinity Capital Alternatives Coincheck Group Alternatives Ares Acquisition Co. II Alternatives Fusion Acquisition Corp. II Alternatives CION Investment Alternatives EQV Ventures Acquisition Alternatives Inflection Point Acquisition Corp. II Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:MSDL) was last updated on 5/1/2025 by MarketBeat.com Staff From Our PartnersHow to invest in Elon Musk’s Optimus before its launchElon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...InvestorPlace | SponsoredIs he more powerful than Trump? Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...Porter & Company | Sponsored[Action Required] Claim Your FREE IRS Loophole GuideThis shouldn't surprise anyone who's been paying attention, but... Pres. 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