(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

MSDL Stock Overview

Market Cap in USD 1,849m
GiC Sub-Industry Diversified Financial Services
IPO / Inception 2024-01-24

MSDL Stock Ratings

Growth 5y 21.4%
Fundamental 17.5%
Dividend 44.5%
Rel. Strength Industry -13.6
Analysts 3/5
Fair Price Momentum 19.97 USD
Fair Price DCF 10.37 USD

MSDL Dividends

Dividend Yield 12m 10.80%
Yield on Cost 5y 11.82%
Annual Growth 5y -100.00%
Payout Consistency 100.0%

MSDL Growth Ratios

Growth Correlation 3m 50.9%
Growth Correlation 12m 23.8%
Growth Correlation 5y 38.8%
CAGR 5y 10.30%
CAGR/Max DD 5y 0.58
Sharpe Ratio 12m 0.40
Alpha -0.90
Beta 0.55
Volatility 15.73%
Current Volume 756.2k
Average Volume 20d 713.9k
What is the price of MSDL stocks?
As of February 23, 2025, the stock is trading at USD 20.70 with a total of 756,235 shares traded.
Over the past week, the price has changed by -0.91%, over one month by -4.21%, over three months by +2.75% and over the past year by +12.41%.
Is Morgan Stanley Direct a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Morgan Stanley Direct is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 17.51 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 February 2025 is 19.97. This means that MSDL is currently overvalued and has a potential downside of -3.53%.
Is MSDL a buy, sell or hold?
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
What are the forecast for MSDL stock price target?
According to ValueRays Forecast Model, MSDL Morgan Stanley Direct will be worth about 23.2 in February 2026. The stock is currently trading at 20.70. This means that the stock has a potential upside of +11.88%.
Issuer Forecast Upside
Wallstreet Target Price 21.4 3.4%
Analysts Target Price 21.2 2.4%
ValueRay Target Price 23.2 11.9%