HLF vs MSDL

Comparison between Herbalife Ltd (HLF, Company) and Morgan Stanley Direct Lending Fund (MSDL, Company).

HLF is from the Consumer Defensive sector, while MSDL is from the Financial Services sector.

HLF vs MSDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLF(COMPANY)	MSDL(COMPANY)
Market Cap	$1.30B	$1.30B
Max Drawdown	91.69%	42.73%
Sharpe Ratio	0.67	-0.55
5Y Beta	0.89	0.53
Industry	Packaged Foods	Asset Management
P/E Ratio	5.42	15.03
Forward P/E	4.89	8.19
Dividend Yield	N/A	12.70%
5Y Dividends CAGR	30.26%	N/A
5Y EPS CAGR	-10.09%	N/A
Debt to Equity	-450.99%	121.45%
Free Cash Flow Yield	28.76%	15.63%

Market Cap

Winner

HLF

$1.30B

MSDL

$1.30B

Max Drawdown

HLF

91.69%

Winner

MSDL

42.73%

Sharpe Ratio

Winner

HLF

0.67

MSDL

-0.55

5Y Beta

HLF

0.89

Winner

MSDL

0.53

Industry

HLF

Packaged Foods

MSDL

Asset Management

P/E Ratio

Winner

HLF

5.42

MSDL

15.03

Forward P/E

Winner

HLF

4.89

MSDL

8.19

Dividend Yield

HLF

N/A

MSDL

12.70%

5Y Dividends CAGR

HLF

30.26%

MSDL

N/A

5Y EPS CAGR

HLF

-10.09%

MSDL

N/A

Debt to Equity

Winner

HLF

-450.99%

MSDL

121.45%

Free Cash Flow Yield

Winner

HLF

28.76%

MSDL

15.63%

HLF vs MSDL - Historical Returns

Returns include dividend reinvestment.

Period	HLF	MSDL
1 month	+10.89%	+3.79%
3 months	-16.50%	+10.06%
6 months	-14.28%	-2.12%
1 year	+25.50%	-9.81%
5 years(CAGR)	-24.85%	N/A
10 years(CAGR)	-8.49%	N/A
Max(CAGR)	+6.64%	-1.11%

Winner

HLF

+10.89%

MSDL

+3.79%

HLF

-16.50%

Winner

MSDL

+10.06%

HLF

-14.28%

Winner

MSDL

-2.12%

Winner

HLF

+25.50%

MSDL

-9.81%

5Y(CAGR)

HLF

-24.85%

MSDL

N/A

10Y(CAGR)

HLF

-8.49%

MSDL

N/A

Max(CAGR)

Winner

HLF

+6.64%

MSDL

-1.11%

HLF vs MSDL - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HLF	MSDL
2026	-1.91%	-1.65%
2025	+92.96%	-11.88%
2024	-56.45%	+11.06%
2023	+2.28%	N/A
2022	-64.55%	N/A
2021	-17.96%	N/A
2020	+1.80%	N/A
2019	-19.65%	N/A
2018	+70.57%	N/A
2017	+37.67%	N/A
2016	-12.36%	N/A
2015	+42.68%	N/A
2014	-52.56%	N/A
2013	+150.30%	N/A
2012	-35.72%	N/A
2011	+52.24%	N/A
2010	+68.34%	N/A
2009	+92.73%	N/A
2008	-43.44%	N/A
2007	+3.93%	N/A
2006	+21.07%	N/A
2005	+102.87%	N/A
2004	+10.39%	N/A

HLF vs MSDL Drawdown Comparison

The maximum drawdown for HLF was -91.69%, occurring on Feb 12, 2025. This drawdown has not yet recovered.

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

The current HLF drawdown is -79.54%. The current MSDL drawdown is -18.61%.

Rank	HLF	MSDL
#1	-91.69% Feb 4, 2019 - Feb 12, 2025	-29.56% Jun 21, 2024 - Mar 27, 2026
#2	-74.52% Apr 4, 2008 - Apr 1, 2010	-6.13% May 9, 2024 - Jun 21, 2024
#3	-63.53% Jan 10, 2014 - Jan 29, 2018	-6.08% Mar 27, 2024 - May 6, 2024
#4	-63.46% Apr 23, 2012 - Sep 16, 2013	-4.94% Jan 25, 2024 - Mar 14, 2024
#5	-29.12% May 16, 2006 - Nov 16, 2006	-4.15% Mar 20, 2024 - Mar 22, 2024
#6	-28.03% Nov 16, 2006 - Apr 26, 2007	-2.76% Mar 22, 2024 - Mar 26, 2024
#7	-20.05% Oct 1, 2007 - Mar 5, 2008	-2.37% May 6, 2024 - May 8, 2024
#8	-18.26% Aug 3, 2011 - Oct 28, 2011	-1.63% Mar 15, 2024 - Mar 20, 2024
#9	-18.19% Oct 31, 2011 - Feb 21, 2012	N/A
#10	-15.75% Sep 1, 2005 - Nov 4, 2005	N/A
#11	-15.74% Sep 19, 2013 - Dec 3, 2013	N/A
#12	-14.41% Jul 23, 2007 - Sep 20, 2007	N/A
#13	-14.32% Feb 7, 2006 - Apr 26, 2006	N/A
#14	-14.16% Aug 6, 2018 - Jan 18, 2019	N/A
#15	-13.77% May 7, 2018 - Aug 2, 2018	N/A

Correlation

Correlation between HLF and MSDL is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

-101

Dividend Comparison (2007 - 2026)

HLF vs MSDL dividend yield comparison.

Year	HLF	MSDL
2026	0.00%	5.91%
2025	0.00%	12.14%
2024	0.00%	10.65%
2014	0.80%	0.00%
2013	1.52%	0.00%
2012	3.64%	0.00%
2011	1.40%	0.00%
2010	1.32%	0.00%
2009	1.97%	0.00%
2008	3.69%	0.00%
2007	1.49%	0.00%