(MSDL) Morgan Stanley Direct - Ratings and Ratios
Exchange: NYSE • Country: USA • Currency: USD • Type: Common Stock • ISIN: US61774A1034
MSDL: Loans, Debt, Corporate, Finance, Investments
Morgan Stanley Direct Lending Fund, listed as NYSE:MSDL, is a publicly traded entity that operates within the realm of diversified financial services. As a common stock, it represents ownership in the company, allowing shareholders to participate in its financial performance. The fund's primary focus is on direct lending, which involves providing loans to companies, often with a view to generating regular income through interest payments. This strategy can be particularly appealing in low-yield environments, where traditional fixed-income investments may offer limited returns.
The GICS Sub Industry classification of Diversified Financial Services indicates that Morgan Stanley Direct Lending Fund is part of a broader sector that encompasses a wide range of financial activities. This includes, but is not limited to, investment banking, securities trading, and asset management. The diversified financial services sector is characterized by its complexity and the variety of services offered, making it a significant component of the global financial system. Morgan Stanley Direct Lending Fund's position within this sector suggests that it leverages the capabilities and resources of its parent company, Morgan Stanley, to navigate the direct lending landscape effectively.
By investing in Morgan Stanley Direct Lending Fund, investors gain exposure to a portfolio of loans that are originated and managed by the fund's team. This can provide a regular stream of income, as well as the potential for long-term capital appreciation. The fund's management team employs a rigorous credit analysis process to select loan opportunities that balance risk and return, aiming to generate attractive yields while minimizing the risk of default. As a common stock, the performance of MSDL is closely tied to the overall health of the financial markets and the specific conditions of the direct lending sector, making it an interesting option for investors seeking to diversify their portfolios.
Additional Sources for MSDL Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MSDL Stock Overview
Market Cap in USD | 1,822m |
GiC Sub-Industry | Diversified Financial Services |
IPO / Inception | 2024-01-24 |
MSDL Stock Ratings
Growth 5y | 53.2% |
Fundamental | 26.5% |
Dividend | 44.5% |
Rel. Strength Industry | -53.2 |
Analysts | 3/5 |
Fair Price Momentum | 22.07 USD |
Fair Price DCF | 24.11 USD |
MSDL Dividends
Dividend Yield 12m | 10.18% |
Yield on Cost 5y | 11.82% |
Annual Growth 5y | -100.00% |
Payout Consistency | 100.0% |
MSDL Growth Ratios
Growth Correlation 3m | 88.6% |
Growth Correlation 12m | 32.3% |
Growth Correlation 5y | 32.3% |
CAGR 5y | 16.05% |
CAGR/Mean DD 5y | 2.27 |
Sharpe Ratio 12m | 0.55 |
Alpha | -1.10 |
Beta | 0.58 |
Volatility | 19.91% |
Current Volume | 376.4k |
Average Volume 20d | 353k |
As of January 22, 2025, the stock is trading at USD 21.61 with a total of 376,400 shares traded.
Over the past week, the price has changed by +2.81%, over one month by +6.59%, over three months by +10.92% and over the past year by +16.05%.
Neither. Based on ValueRay Fundamental Analyses, Morgan Stanley Direct is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 26.46 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MSDL as of January 2025 is 22.07. This means that MSDL is currently overvalued and has a potential downside of 2.13%.
Morgan Stanley Direct has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold MSDL.
- Strong Buy: 0
- Buy: 0
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, MSDL Morgan Stanley Direct will be worth about 24.2 in January 2026. The stock is currently trading at 21.61. This means that the stock has a potential upside of +12.03%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 21.2 | -1.9% |
Analysts Target Price | 21.2 | -1.9% |
ValueRay Target Price | 24.2 | 12% |