stockrowBurford Capital Limited (BUR) vs Morgan Stanley Direct Lending Fund (MSDL)
- Burford Capital Limited BUR 3.59 −9.34%
- Morgan Stanley Direct Lending Fund MSDL 13.77 −2.41%
Burford Capital Limited and Morgan Stanley Direct Lending Fund are both Asset Management companies. Morgan Stanley Direct Lending Fund is the larger, with a market value of $1.2B against $869.6M — 1.4× the size. Burford Capital Limited has negative trailing earnings, so its P/E is not meaningful; Morgan Stanley Direct Lending Fund trades at 284×. Morgan Stanley Direct Lending Fund grew revenue faster over the last twelve months: −10.7% against −402.2%. Burford Capital Limited has the higher net margin (115.0% vs 1.34%) and the lower return on invested capital (−23.3% vs 3.06%). Both pay a dividend; Morgan Stanley Direct Lending Fund yields more (13.1% vs 1.58%). Across the 16 metrics below, Morgan Stanley Direct Lending Fund leads on 13 and Burford Capital Limited on 3.
Valuation
Profitability
| Metric | BUR | MSDL | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 99.48% | 0.00% | 27.27% |
| Net margin | 115.02% | 1.34% | 11.89% |
| Free cash flow margin | 20.41% | 103.35% | 5.96% |
| Return on equity | (70.01%) | 0.29% | 4.57% |
| Return on assets | (30.20%) | 0.13% | 1.40% |
| Return on invested capital | (23.34%) | 3.06% | 2.12% |
Growth
Health
Dividend
Size
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