stockrowMorgan Stanley Direct Lending Fund (MSDL) vs Oaktree Specialty Lending Corp. (OCSL)
- Morgan Stanley Direct Lending Fund MSDL 13.74 −2.62%
- Oaktree Specialty Lending Corp. OCSL 12.52 0.00%
Morgan Stanley Direct Lending Fund and Oaktree Specialty Lending Corp. are both Asset Management companies. Morgan Stanley Direct Lending Fund and Oaktree Specialty Lending Corp. are of similar size ($1.2B and $1.1B). Oaktree Specialty Lending Corp. trades at the lower P/E: 26.1× against 284×. Morgan Stanley Direct Lending Fund grew revenue faster over the last twelve months: −10.7% against −12.6%. Oaktree Specialty Lending Corp. has the higher net margin (14.5% vs 1.34%) and the higher return on invested capital (6.43% vs 3.06%). Both pay a dividend; Morgan Stanley Direct Lending Fund yields more (13.1% vs 11.2%). Across the 21 metrics below, Morgan Stanley Direct Lending Fund leads on 11 and Oaktree Specialty Lending Corp. on 10.
Valuation
Profitability
| Metric | MSDL | OCSL | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 82.16% | 100.00% |
| Operating margin | 0.00% | 80.26% | 27.27% |
| Net margin | 1.34% | 14.45% | 11.89% |
| Free cash flow margin | 103.35% | 36.32% | 5.96% |
| Return on equity | 0.29% | 2.95% | 4.57% |
| Return on assets | 0.13% | 1.45% | 1.40% |
| Return on invested capital | 3.06% | 6.43% | 2.12% |
Growth
Health
Dividend
Size
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