AMAL vs MSDL

Comparison between Amalgamated Financial Corp (AMAL, Company) and Morgan Stanley Direct Lending Fund (MSDL, Company).

Both AMAL and MSDL are from the Financial Services sector.

AMAL vs MSDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMAL(COMPANY)	MSDL(COMPANY)
Market Cap	$1.31B	$1.31B
Max Drawdown	63.74%	42.73%
Sharpe Ratio	1.38	-0.61
5Y Beta	0.94	0.55
Industry	Banks - Regional	Asset Management
P/E Ratio	12.62	15.17
Forward P/E	N/A	8.06
PEG Ratio	5.07	N/A
Dividend Yield	1.41%	12.90%
5Y Dividends CAGR	18.89%	N/A
5Y EPS CAGR	17.43%	N/A
Debt to Equity	0.00%	121.45%
Free Cash Flow Yield	11.39%	15.49%

Market Cap

Winner

AMAL

$1.31B

MSDL

$1.31B

Max Drawdown

AMAL

63.74%

Winner

MSDL

42.73%

Sharpe Ratio

Winner

AMAL

1.38

MSDL

-0.61

5Y Beta

AMAL

0.94

Winner

MSDL

0.55

Industry

AMAL

Banks - Regional

MSDL

Asset Management

P/E Ratio

Winner

AMAL

12.62

MSDL

15.17

Forward P/E

AMAL

N/A

MSDL

8.06

PEG Ratio

AMAL

5.07

MSDL

N/A

Dividend Yield

AMAL

1.41%

Winner

MSDL

12.90%

5Y Dividends CAGR

AMAL

18.89%

MSDL

N/A

5Y EPS CAGR

AMAL

17.43%

MSDL

N/A

Debt to Equity

Winner

AMAL

0.00%

MSDL

121.45%

Free Cash Flow Yield

AMAL

11.39%

Winner

MSDL

15.49%

AMAL vs MSDL - Historical Returns

Returns include dividend reinvestment.

Period	AMAL	MSDL
1 month	+8.80%	+3.36%
3 months	+19.45%	+8.44%
6 months	+32.11%	-4.07%
1 year	+49.83%	-10.80%
5 years(CAGR)	+25.59%	N/A
Max(CAGR)	+15.84%	-1.96%

Winner

AMAL

+8.80%

MSDL

+3.36%

Winner

AMAL

+19.45%

MSDL

+8.44%

Winner

AMAL

+32.11%

MSDL

-4.07%

Winner

AMAL

+49.83%

MSDL

-10.80%

5Y(CAGR)

AMAL

+25.59%

MSDL

N/A

Max(CAGR)

Winner

AMAL

+15.84%

MSDL

-1.96%

AMAL vs MSDL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	AMAL	MSDL
2026	+38.77%	-3.61%
2025	-1.62%	-11.88%
2024	+28.17%	+11.06%
2023	+18.88%	N/A
2022	+38.93%	N/A
2021	+26.10%	N/A
2020	-26.72%	N/A
2019	+1.33%	N/A
2018	+22.24%	N/A

AMAL vs MSDL Drawdown Comparison

The maximum drawdown for AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

The maximum drawdown for MSDL was -29.56%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current AMAL drawdown is -1.56%. The current MSDL drawdown is -20.23%.

Rank	AMAL	MSDL
#1	-62.93% Nov 13, 2018 - May 31, 2022	-29.56% Jun 21, 2024 - Mar 27, 2026
#2	-46.88% Dec 2, 2022 - Dec 14, 2023	-6.13% May 9, 2024 - Jun 21, 2024
#3	-32.84% Nov 6, 2024 - Jan 22, 2026	-6.08% Mar 27, 2024 - May 6, 2024
#4	-21.80% Jan 30, 2024 - Jun 28, 2024	-4.94% Jan 25, 2024 - Mar 14, 2024
#5	-13.38% Jul 26, 2024 - Aug 23, 2024	-4.15% Mar 20, 2024 - Mar 22, 2024
#6	-11.83% Feb 9, 2026 - Apr 9, 2026	-2.76% Mar 22, 2024 - Mar 26, 2024
#7	-9.61% Aug 30, 2024 - Oct 14, 2024	-2.37% May 6, 2024 - May 8, 2024
#8	-8.97% May 31, 2022 - Jul 27, 2022	-1.63% Mar 15, 2024 - Mar 20, 2024
#9	-8.78% Aug 15, 2022 - Nov 1, 2022	N/A
#10	-8.65% Dec 27, 2023 - Jan 30, 2024	N/A
#11	-8.62% Apr 20, 2026 - Jun 9, 2026	N/A
#12	-7.45% Oct 18, 2018 - Nov 6, 2018	N/A
#13	-6.41% Oct 18, 2024 - Nov 6, 2024	N/A
#14	-5.77% Jun 28, 2024 - Jul 11, 2024	N/A
#15	-5.24% Sep 6, 2018 - Sep 26, 2018	N/A

Correlation

Correlation between AMAL and MSDL is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

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