Kayne Anderson BDC (KBDC) Competitors

Morgan Stanley Direct Lending (NYSE:MSDL) and Kayne Anderson BDC (NYSE:KBDC) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their community ranking, valuation, dividends, institutional ownership, risk, media sentiment, profitability, analyst recommendations and earnings.

Do analysts recommend MSDL or KBDC?

Morgan Stanley Direct Lending presently has a consensus price target of $21.42, suggesting a potential downside of 0.02%. Kayne Anderson BDC has a consensus price target of $17.30, suggesting a potential upside of 3.62%. Given Kayne Anderson BDC's stronger consensus rating and higher possible upside, analysts clearly believe Kayne Anderson BDC 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)	5 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.17
Kayne Anderson BDC	0 Sell rating(s)	2 Hold rating(s)	2 Buy rating(s)	1 Strong Buy rating(s)	2.80

Is MSDL or KBDC more profitable?

Kayne Anderson BDC has a net margin of 59.80% compared to Morgan Stanley Direct Lending's net margin of 54.89%. Morgan Stanley Direct Lending's return on equity of 12.69% beat Kayne Anderson BDC's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Morgan Stanley Direct Lending	54.89%	12.69%	6.52%
Kayne Anderson BDC	59.80%	12.65%	6.77%

Does the MarketBeat Community believe in MSDL or KBDC?

Morgan Stanley Direct Lending received 3 more outperform votes than Kayne Anderson BDC when rated by MarketBeat users. However, 57.14% of users gave Kayne Anderson BDC an outperform vote while only 43.75% of users gave Morgan Stanley Direct Lending an outperform vote.

Company	Underperform	Outperform
Morgan Stanley Direct Lending	Outperform Votes 7 43.75%	Underperform Votes 9 56.25%
Kayne Anderson BDC	Outperform Votes 4 57.14%	Underperform Votes 3 42.86%

Is MSDL or KBDC a better dividend stock?

Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 9.3%. Kayne Anderson BDC pays an annual dividend of $1.60 per share and has a dividend yield of 9.6%. Morgan Stanley Direct Lending pays out 78.4% 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 better valuation & earnings, MSDL or KBDC?

Morgan Stanley Direct Lending has higher revenue and earnings than Kayne Anderson BDC.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Morgan Stanley Direct Lending	$367.74M	5.17	$231.01M	$2.55	8.40
Kayne Anderson BDC	$161M	7.37	$77.07M	N/A	N/A

Does the media refer more to MSDL or KBDC?

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 0.89 beat Kayne Anderson BDC's score of 0.47 indicating that Morgan Stanley Direct Lending is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Morgan Stanley Direct Lending	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Kayne Anderson BDC	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Summary

Kayne Anderson BDC beats Morgan Stanley Direct Lending on 10 of the 15 factors compared between the two stocks.