Morgan Stanley Direct Lending Fund (MSDL) Competitors $18.44 -0.04 (-0.22%) As of 08/6/2025 03:56 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock MSDL vs. FSK, MAIN, GBDC, HTGC, TSLX, GSBD, NMFC, KBDC, BBDC, and BCSFShould you be buying Morgan Stanley Direct Lending Fund stock or one of its competitors? The main competitors of Morgan Stanley Direct Lending Fund include FS KKR Capital (FSK), Main Street Capital (MAIN), Golub Capital BDC (GBDC), Hercules Capital (HTGC), Sixth Street Specialty Lending (TSLX), Goldman Sachs BDC (GSBD), New Mountain Finance (NMFC), Kayne Anderson BDC (KBDC), Barings Bdc (BBDC), and Bain Capital Specialty Finance (BCSF). These companies are all part of the "fin - sbic&commrl" industry. Morgan Stanley Direct Lending Fund vs. Its Competitors FS KKR Capital Main Street Capital Golub Capital BDC Hercules Capital Sixth Street Specialty Lending Goldman Sachs BDC New Mountain Finance Kayne Anderson BDC Barings Bdc Bain Capital Specialty Finance Morgan Stanley Direct Lending Fund (NYSE:MSDL) and FS KKR Capital (NYSE:FSK) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, media sentiment, profitability, risk, earnings, analyst recommendations, dividends and valuation. Do institutionals and insiders believe in MSDL or FSK? 36.3% of FS KKR Capital shares are owned by institutional investors. 0.2% of Morgan Stanley Direct Lending Fund shares are owned by insiders. Comparatively, 0.2% of FS KKR Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term. Do analysts recommend MSDL or FSK? Morgan Stanley Direct Lending Fund presently has a consensus target price of $20.10, indicating a potential upside of 9.00%. FS KKR Capital has a consensus target price of $19.50, indicating a potential downside of 3.54%. Given Morgan Stanley Direct Lending Fund's stronger consensus rating and higher probable upside, equities research analysts clearly believe Morgan Stanley Direct Lending Fund is more favorable than FS KKR Capital.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Morgan Stanley Direct Lending Fund 0 Sell rating(s) 4 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.20FS KKR Capital 1 Sell rating(s) 5 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.83 Is MSDL or FSK a better dividend stock? Morgan Stanley Direct Lending Fund pays an annual dividend of $2.00 per share and has a dividend yield of 10.8%. FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 12.7%. Morgan Stanley Direct Lending Fund 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. FS KKR Capital pays out 134.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Which has higher valuation & earnings, MSDL or FSK? FS KKR Capital has higher revenue and earnings than Morgan Stanley Direct Lending Fund. Morgan Stanley Direct Lending Fund is trading at a lower price-to-earnings ratio than FS KKR Capital, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioMorgan Stanley Direct Lending Fund$416.08M3.90$215.56M$2.188.46FS KKR Capital$1.72BN/A$585M$1.9010.64 Does the media refer more to MSDL or FSK? In the previous week, FS KKR Capital had 7 more articles in the media than Morgan Stanley Direct Lending Fund. MarketBeat recorded 8 mentions for FS KKR Capital and 1 mentions for Morgan Stanley Direct Lending Fund. FS KKR Capital's average media sentiment score of 1.76 beat Morgan Stanley Direct Lending Fund's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Morgan Stanley Direct Lending Fund 0 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral FS KKR Capital 1 Very Positive mention(s) 0 Positive mention(s) 5 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Is MSDL or FSK more profitable? Morgan Stanley Direct Lending Fund has a net margin of 47.65% compared to FS KKR Capital's net margin of 31.53%. Morgan Stanley Direct Lending Fund's return on equity of 11.80% beat FS KKR Capital's return on equity.Company Net Margins Return on Equity Return on Assets Morgan Stanley Direct Lending Fund47.65% 11.80% 5.70% FS KKR Capital 31.53%11.78%5.27% Which has more risk and volatility, MSDL or FSK? Morgan Stanley Direct Lending Fund has a beta of 0.34, meaning that its share price is 66% less volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 0.93, meaning that its share price is 7% less volatile than the S&P 500. SummaryMorgan Stanley Direct Lending Fund beats FS KKR Capital on 9 of the 17 factors compared between the two stocks. Get Morgan Stanley Direct Lending Fund 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 MSDL 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 Lending FundFIN IndustryFinance SectorNYSE ExchangeMarket Cap$1.62B$1.49B$12.11B$20.65BDividend Yield10.82%11.19%5.64%3.66%P/E Ratio8.4617.8719.7429.27Price / Sales3.9054.2126.3562.32Price / Cash7.5711.1721.3823.31Price / Book0.890.942.124.37Net Income$215.56M$144.88M$1.00B$996.36M7 Day Performance-1.44%-0.62%0.32%0.59%1 Month Performance-2.59%-0.82%0.38%0.23%1 Year Performance-4.60%-2.19%544.59%16.71% Morgan Stanley Direct Lending Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)MSDLMorgan Stanley Direct Lending Fund1.8639 of 5 stars$18.44-0.2%$20.10+9.0%-6.6%$1.62B$416.08M8.46N/AUpcoming EarningsFSKFS KKR Capital2.166 of 5 stars$21.82-1.8%$19.50-10.6%+5.3%$6.23B$613M11.48N/ANews CoveragePositive NewsDividend IncreaseMAINMain Street Capital1.1002 of 5 stars$65.10-1.1%$53.60-17.7%+30.8%$5.86B$541.03M11.0590Trending NewsUpcoming EarningsDividend AnnouncementAnalyst UpgradeGBDCGolub Capital BDC2.6601 of 5 stars$15.10-1.7%$15.50+2.6%+1.2%$4.09B$724.68M13.36N/ATrending NewsEarnings ReportDividend AnnouncementHTGCHercules Capital2.47 of 5 stars$19.14-1.5%$20.08+4.9%+5.8%$3.41B$493.59M14.39100Positive NewsEarnings ReportAnalyst ForecastTSLXSixth Street Specialty Lending1.6519 of 5 stars$24.00-1.8%$22.81-4.9%+18.1%$2.30B$482.53M12.70N/APositive NewsEarnings ReportDividend IncreaseAnalyst ForecastShort Interest ↑Analyst RevisionGSBDGoldman Sachs BDC1.6251 of 5 stars$11.65-2.6%$12.00+3.0%-22.0%$1.40B$67.93M25.89N/ANMFCNew Mountain Finance1.8632 of 5 stars$10.55-0.4%$10.67+1.1%-16.0%$1.14B$118.17M10.55N/ANews CoverageEarnings ReportDividend AnnouncementAnalyst ForecastKBDCKayne Anderson BDC2.3941 of 5 stars$15.79-0.8%$16.50+4.5%-3.4%$1.13B$213.11M8.77N/AUpcoming EarningsBBDCBarings Bdc2.2842 of 5 stars$9.43-1.6%$9.67+2.5%-1.1%$1.01B$286.17M10.0326Upcoming EarningsBCSFBain Capital Specialty Finance1.7255 of 5 stars$15.13-1.0%$16.50+9.1%-4.2%$991.19M$292.65M8.701,000News CoverageEarnings Report Related Companies and Tools Related Companies FS KKR Capital Alternatives Main Street Capital Alternatives Golub Capital BDC Alternatives Hercules Capital Alternatives Sixth Street Specialty Lending Alternatives Goldman Sachs BDC Alternatives New Mountain Finance Alternatives Kayne Anderson BDC Alternatives Barings Bdc Alternatives Bain Capital Specialty Finance 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 8/7/2025 by MarketBeat.com Staff From Our PartnersBREAKING: The House just passed 3 pro-crypto bills!THREE pro-crypto bills just passed the House! 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