Morgan Stanley Direct Lending Fund () Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.Unlock 29 Markets

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Morgan Stanley Direct Lending Fund

Why is Morgan Stanley Direct Lending Fund ?

Negative results in Jun 25

ROCE(HY) Lowest at 9.34%
PRE-TAX PROFIT(Q) At USD 36.1 MM has Fallen at -38.87%
NET PROFIT(Q) At USD 36.1 MM has Fallen at -38.87%

Consistent Underperformance against the benchmark over the last 3 years

Along with generating -18.47% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Finance)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Morgan Stanley Direct Lending Fund for you?

Low Risk, Low Return

Absolute

Risk Adjusted

Volatility

Morgan Stanley Direct Lending Fund

-18.27%

-1.08

21.27%

S&P 500

11.09%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

130.38%

EBIT Growth (5y)

178.36%

EBIT to Interest (avg)

3.73

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

82.25%

Pledged Shares

Institutional Holding

40.89%

ROCE (avg)

14.71%

ROE (avg)

9.13%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.93

EV to EBIT

5.03

EV to EBITDA

5.03

EV to Capital Employed

0.93

EV to Sales

4.01

PEG Ratio

Dividend Yield

2.61%

ROCE (Latest)

18.50%

ROE (Latest)

10.65%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

RSI

No Signal

Bollinger Bands

Sideways

Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Mildly Bullish

Dow Theory

Mildly Bullish

Bearish

OBV

Mildly Bearish

Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

1What is working for the Company

DIVIDEND PAYOUT RATIO(Y)

Highest at 120.77%

-12What is not working for the Company

ROCE(HY)

Lowest at 9.34%

PRE-TAX PROFIT(Q)

At USD 36.1 MM has Fallen at -38.87%

NET PROFIT(Q)

At USD 36.1 MM has Fallen at -38.87%

DEBT-EQUITY RATIO (HY)

Highest at 110.07 %

Here's what is working for Morgan Stanley Direct Lending Fund

Dividend Payout Ratio

Highest at 120.77%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Here's what is not working for Morgan Stanley Direct Lending Fund

Pre-Tax Profit

At USD 36.1 MM has Fallen at -38.87%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD 36.1 MM has Fallen at -38.87%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Debt-Equity Ratio

Highest at 110.07 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio