Kayne Anderson BDC (KBDC) Competitors

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

Does the MarketBeat Community favor KBDC or MSDL?

Morgan Stanley Direct Lending received 4 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 42.11% of users gave Morgan Stanley Direct Lending an outperform vote.

Company	Underperform	Outperform
Kayne Anderson BDC	Outperform Votes 4 57.14%	Underperform Votes 3 42.86%
Morgan Stanley Direct Lending	Outperform Votes 8 42.11%	Underperform Votes 11 57.89%

Do analysts rate KBDC or MSDL?

Kayne Anderson BDC currently has a consensus target price of $17.30, suggesting a potential upside of 4.75%. Morgan Stanley Direct Lending has a consensus target price of $21.38, suggesting a potential upside of 3.21%. Given Kayne Anderson BDC's stronger consensus rating and higher probable upside, analysts plainly believe Kayne Anderson BDC is more favorable than Morgan Stanley Direct Lending.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Kayne Anderson BDC	0 Sell rating(s)	2 Hold rating(s)	2 Buy rating(s)	1 Strong Buy rating(s)	2.80
Morgan Stanley Direct Lending	0 Sell rating(s)	4 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.20

Is KBDC or MSDL a better dividend stock?

Kayne Anderson BDC pays an annual dividend of $1.60 per share and has a dividend yield of 9.7%. Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 9.7%. 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.

Is KBDC or MSDL 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
Kayne Anderson BDC	59.80%	12.65%	6.77%
Morgan Stanley Direct Lending	54.89%	12.69%	6.52%

Does the media favor KBDC or MSDL?

In the previous week, Morgan Stanley Direct Lending had 3 more articles in the media than Kayne Anderson BDC. MarketBeat recorded 4 mentions for Morgan Stanley Direct Lending and 1 mentions for Kayne Anderson BDC. Morgan Stanley Direct Lending's average media sentiment score of 1.19 beat Kayne Anderson BDC's score of 0.44 indicating that Morgan Stanley Direct Lending is being referred to more favorably in the news media.

Company	Overall Sentiment
Kayne Anderson BDC	Neutral
Morgan Stanley Direct Lending	Positive

Which has better valuation & earnings, KBDC or MSDL?

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
Kayne Anderson BDC	$122.29M	9.60	$77.07M	N/A	N/A
Morgan Stanley Direct Lending	$253.06M	7.24	$231.01M	$2.43	8.52

Summary

Kayne Anderson BDC beats Morgan Stanley Direct Lending on 10 of the 16 factors compared between the two stocks.