MSDL logo

MORGAN STANLEY DIRECT LENDIN

MSDLNYSE
πŸ† #2280 by market capEarnings Nov 5 Β· PostUS Equity
$13.96β–² $0.17 (+1.23%)
πŸŒ… Pre-market$13.96β–² 0.00%Regular close Β· extended-hours price shown
πŸ””
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24hβ–² 1.2%
7dβ–² 5.5%
14dβ–² 7.0%
30dβ–² 2.3%
ytdβ–Ό 15.2%
1yβ–Ό 17.0%
🏦Market Cap
$1.17B
Small Cap
πŸ“ˆRevenue Growth (YoY)
16.4%
Healthy
πŸ“ŠGross Margin
68.3%
High
πŸ’΅FCF Margin
91.5%
Strong
βš–οΈP/S Ratio
3.8x
Fair
Otter Score
80
Strong

Trading Snapshot

Day Range
$13.84 – $14.02
52-Week Range
$12.71 – $17.91
Volume (shares)
598,661
Avg Volume (shares)
β€”
Shares Outstanding
84.1M
Next Earnings
2026-11-05

Fundamentals Snapshot

Annual Revenue
$387M
Last Q Revenue
$83M
P/E Ratio
20.3
P/S Ratio
3.8x
EPS (TTM)
$0.70
Dividend Yield
13.25%
Dilution (1yr)
βˆ’2.2%
MSDL logo

MORGAN STANLEY DIRECT LENDIN

MSDL
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$387Mβ–² +16.4% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
81.0%β–² +28.6% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$258Mβ–² +18.4% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$151Mβ–Ό βˆ’25.1% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
87.3Mβ–Ό βˆ’2.2% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$2.0Bβ–Ό βˆ’$102M YoY
StockOtter Β· stockotter.space

About MORGAN STANLEY DIRECT LENDIN

Morgan Stanley Direct Lending Fund functions as a business development company (BDC) specializing in finance, primarily providing capital to mid-sized enterprises. Its investment strategy focuses on directly originating and funding senior secured term loans, encompassing both first-lien and second-lien security interests. This entity commenced operations on May 30, 2019, and maintains its principal headquarters in New York City.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Strong
80/100

Analyst Ratings

β“˜
Consensus
Buy
13 analysts
Strong Buy2
Buy5
Hold6
Sell0
Strong Sell0
Ratings as of Oct 2026

Latest News & Updates

Seeking AlphaΒ·1d ago

Ares Capital: Its MidCap Price Says OTF, OBDC, And MSDL Are Too Cheap

ARCC acquires MFIC at a 30% premium, valuing MFIC's loan book at 0.75–0.85x NAV, setting a reference price for BDC assets. ARCC remains the sector's safest BDC, trading at 0.96x NAV with a 10.4% yield; I see fair value n

Seeking AlphaΒ·9d ago

5 BDCs Priced For Loan Losses Worse Than 2008, Heading Into Q3

Five major BDCsβ€”Blue Owl Technology Finance Corp., FS KKR Capital Corp, Morgan Stanley Direct Lending Fund, Blue Owl Capital Corporation, and Oaktree Specialty Lending Corporationβ€”trade at steep discounts to NAV, implyin

Seeking AlphaΒ·10d ago

Navigating This Income Market Sell-Off

We take a look at this income market sell-off and review some of the key strategies investors can use to take the most advantage of it. Relying on static buy-under targets is ineffective and potentially dangerous during

Defense WorldΒ·14d ago

Morgan Stanley Direct Lending Fund (NYSE:MSDL) and Wealthfront (NASDAQ:WLTH) Head to Head Analysis

Wealthfront (NASDAQ: WLTH - Get Free Report) and Morgan Stanley Direct Lending Fund (NYSE: MSDL - Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two compan

Seeking AlphaΒ·15d ago

Morgan Stanley Direct Lending: Discount Is Attractive, But Credit Has Not Stabilized; Hold

Morgan Stanley Direct Lending trades at a 32% discount to NAV, reflecting sector-wide pressures and a deteriorating credit book. I maintain a Hold rating: non-accruals have risen to 2.9% of cost, NII per share and NAV ha

Defense WorldΒ·17d ago

Morgan Stanley Direct Lending Fund (NYSE:MSDL) vs. Stifel Financial (NYSE:SF) Financial Contrast

Stifel Financial (NYSE: SF - Get Free Report) and Morgan Stanley Direct Lending Fund (NYSE: MSDL - Get Free Report) are both finance companies, but which is the better business? We will compare the two businesses based o