Morgan Stanley Direct Lending (MSDL) Competitors $19.37 -0.49 (-2.47%) As of 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, CEP, and EQVShould 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), Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP), and EQV Ventures Acquisition (EQV). 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 Cantor Equity Partners, Inc. Class A Ordinary Shares EQV Ventures Acquisition Morgan Stanley Direct Lending (NYSE:MSDL) and Blue Owl Capital Co. III (NYSE:OBDE) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, media sentiment, valuation, dividends, profitability, community ranking, analyst recommendations, institutional ownership and risk. Is MSDL or OBDE a better dividend stock? Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 10.1%. 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 out 91.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. 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. Does the media prefer MSDL or OBDE? In the previous week, Morgan Stanley Direct Lending had 4 more articles in the media than Blue Owl Capital Co. III. MarketBeat recorded 4 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 1.20 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 media. Company Overall Sentiment Morgan Stanley Direct Lending Positive Blue Owl Capital Co. III Neutral Does the MarketBeat Community believe in MSDL or OBDE? 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. CompanyUnderperformOutperformMorgan Stanley Direct LendingOutperform Votes834.78% Underperform Votes1565.22% Blue Owl Capital Co. IIIOutperform Votes1100.00% Underperform VotesNo Votes Do analysts prefer MSDL or OBDE? Morgan Stanley Direct Lending currently has a consensus price target of $20.20, indicating a potential upside of 1.92%. Given Morgan Stanley Direct Lending's stronger consensus rating and higher probable upside, equities 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 Morgan Stanley Direct Lending 0 Sell rating(s) 4 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.20Blue Owl Capital Co. III 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Is MSDL or OBDE 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 Morgan Stanley Direct Lending54.89% 12.69% 6.52% Blue Owl Capital Co. III 45.35%11.52%5.22% Which has stronger earnings and valuation, MSDL or OBDE? 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. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioMorgan Stanley Direct Lending$191.55M9.10$231.01M$2.189.09Blue Owl Capital Co. III$244.17M7.14$271.96M$1.768.03 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$1.76B$478.10M$11.64B$19.70BDividend Yield10.08%7.56%5.46%3.84%P/E Ratio7.772.5222.8435.13Price / Sales9.1064.7627.5936.36Price / Cash10.7569.0117.6217.51Price / Book1.027.082.854.78Net Income$231.01M$35.22M$1.04B$1.02B7 Day Performance1.12%0.82%1.72%1.62%1 Month Performance3.82%4.85%9.94%13.00%1 Year Performance-13.07%24.59%538.82%5.59% Morgan Stanley Direct Lending Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)MSDLMorgan Stanley Direct Lending2.4236 of 5 stars$19.37-2.5%$20.20+4.3%-13.8%$1.70B$191.55M7.60N/APositive NewsOBDEBlue Owl Capital Co. IIIN/A$14.14flatN/AN/A$1.74B$244.17M8.03N/AKBDCKayne Anderson BDC1.59 of 5 stars$16.33-0.1%$16.60+1.7%N/A$1.16B$117.70M9.07N/ANews CoverageAnalyst ForecastBCSFBain Capital Specialty Finance2.2604 of 5 stars$15.76+0.5%$16.50+4.7%-3.0%$1.02B$131.73M7.921,000News CoveragePositive NewsTRINTrinity Capital1.8657 of 5 stars$14.98+0.9%$15.13+1.0%+0.3%$968.47M$190.27M8.7640CNCKCoincheck Group1.9149 of 5 stars$6.23-5.7%$10.00+60.5%N/A$808.03M$383.33B0.00N/APositive NewsGap UpAACTAres Acquisition Co. IIN/A$11.28+0.1%N/A+6.2%$705MN/A0.00N/APositive NewsHigh Trading VolumeFSNBFusion Acquisition Corp. IIN/A$10.49flatN/AN/A$655.63MN/A0.002High Trading VolumeCIONCION Investment2.6623 of 5 stars$9.93+1.1%$11.00+10.8%-19.9%$523.18M$-2,967,000.006.76N/APositive NewsCEPCantor Equity Partners, Inc. Class A Ordinary SharesN/A$36.34+10.5%N/AN/A$465.15MN/A0.00N/AGap UpHigh Trading VolumeEQVEQV Ventures AcquisitionN/A$10.38+0.5%N/AN/A$462.66MN/A0.00N/APositive NewsHigh 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 Cantor Equity Partners, Inc. Class A Ordinary Shares Alternatives EQV Ventures Acquisition 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 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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