WallStSmart
MSDL

Morgan Stanley Direct Lending Fund

NYSE: MSDL · FINANCIAL SERVICES · ASSET MANAGEMENT

$15.17
-2.19% today

Updated 2026-06-05

Market cap
$1.31B
P/E ratio
15.27
P/S ratio
3.40x
EPS (TTM)
$1.01
Dividend yield
12.80%
52W range
$14 – $18
Volume
0.7M

WallStSmart proprietary scores

51
out of 100
Grade: C
Hold
Investment rating
4.7
Growth
C
4.0
Quality
C
7.0
Profitability
B+
6.0
Valuation
B
4/9
Piotroski F-Score
Moderate
0.6
Altman Z-Score
Distress
Industry rank
View all highly rated stocks (75+) →202 stocks currently score above 75

Price targets

Analyst target
$15.61
+2.90%
12-Month target
$14.60
-3.76%
Intrinsic (DCF)
Margin of safety
1 Strong Buy1 Buy5 Hold0 Sell0 Strong Sell

Price chart

Stock snapshot

Strengths
+ Profit margin 22.80% — above average
+ Free cash flow $86.35M — positive
Risks
- Altman Z 0.58 — distress zone
- Revenue declining -12.20% QoQ

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM
Revenue$100.22M$328.13M$332.52M$386.99M$384.89M
Net income$48.54M$231.01M$215.56M$122.09M$-4.51M
EPS$1.01
Free cash flow$121.59M$185.78M$201.47M$150.90M$86.35M
Profit margin48.44%70.40%64.83%31.55%22.80%

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
MSDL$1.31B514.77.06.04.0Buy
BRK-B$1.02T626.76.55.08.0Buy
BRK-A$1.02T616.76.55.07.0Buy
JPM$806.43B738.08.05.73.0Strong Buy
V$603.46B748.710.05.75.5Strong Buy
MA$422.07B708.010.05.05.5Strong Buy

Smart narrative

Morgan Stanley Direct Lending Fund trades at $15.17. representing a P/E of 15.27x trailing earnings. Our Smart Value Score of 51/100 indicates the stock is fair. The company scores 4/9 on the Piotroski F-Score. With an Altman Z-Score of 0.58, it sits in the distress. TTM revenue stands at $384.89M. with profit margins at 22.80%.

Frequently asked questions

What is Morgan Stanley Direct Lending Fund's stock price?

Morgan Stanley Direct Lending Fund (MSDL) trades at $15.17, on a P/E of 15.3x and a P/S of 3.4x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.

Is Morgan Stanley Direct Lending Fund overvalued?

Morgan Stanley Direct Lending Fund carries a Smart Value Score of 51/100 (Grade C), which we rate Hold. That score blends growth, quality, and valuation into one read.

What is the price target of Morgan Stanley Direct Lending Fund (MSDL)?

The 12-month analyst consensus target is $15.61, about 2.9% above the current $15.17. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.

What is Morgan Stanley Direct Lending Fund's revenue?

Morgan Stanley Direct Lending Fund's trailing twelve-month revenue is $384.89M. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.

Altman Z-Score?

Morgan Stanley Direct Lending Fund's Altman Z-Score is 0.58, which places it in the distress. The Altman Z-Score gauges bankruptcy risk from profitability, leverage, and asset efficiency, and a higher reading points to lower financial distress risk.

Company info

SectorFINANCIAL SERVICES
IndustryASSET MANAGEMENT
CountryUSA
ExchangeNYSE
CurrencyUSD

Quick metrics

P/S ratio3.40x
ROE5.01%
Beta0.64
50D MA$14.94
200D MA$16.20
Shares out0.08B
Float
Short ratio
Avg volume0.7M

Performance

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YTD
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