MSDL vs AMAL

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

Both MSDL and AMAL are from the Financial Services sector.

MSDL vs AMAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSDL(COMPANY)	AMAL(COMPANY)
Market Cap	$1.31B	$1.30B
Max Drawdown	42.73%	63.74%
Sharpe Ratio	-0.59	1.28
5Y Beta	0.55	0.95
Industry	Asset Management	Banks - Regional
P/E Ratio	15.12	12.55
Forward P/E	8.27	N/A
PEG Ratio	N/A	5.04
Dividend Yield	12.60%	1.41%
5Y Dividends CAGR	N/A	18.89%
5Y EPS CAGR	N/A	17.43%
Debt to Equity	121.45%	0.00%
Free Cash Flow Yield	15.54%	11.46%
P/S Ratio	3.37	4.13
P/B Ratio	0.77	1.62

Market Cap

Winner

MSDL

$1.31B

AMAL

$1.30B

Max Drawdown

Winner

MSDL

42.73%

AMAL

63.74%

Sharpe Ratio

MSDL

-0.59

Winner

AMAL

1.28

5Y Beta

Winner

MSDL

0.55

AMAL

0.95

Industry

MSDL

Asset Management

AMAL

Banks - Regional

P/E Ratio

MSDL

15.12

Winner

AMAL

12.55

Forward P/E

MSDL

8.27

AMAL

N/A

PEG Ratio

MSDL

N/A

AMAL

5.04

Dividend Yield

Winner

MSDL

12.60%

AMAL

1.41%

5Y Dividends CAGR

MSDL

N/A

AMAL

18.89%

5Y EPS CAGR

MSDL

N/A

AMAL

17.43%

Debt to Equity

MSDL

121.45%

Winner

AMAL

0.00%

Free Cash Flow Yield

Winner

MSDL

15.54%

AMAL

11.46%

P/S Ratio

Winner

MSDL

3.37

AMAL

4.13

P/B Ratio

Winner

MSDL

0.77

AMAL

1.62

MSDL vs AMAL - Historical Returns

Returns include dividend reinvestment.

Period	MSDL	AMAL
1 month	+2.64%	+9.17%
3 months	+10.39%	+18.11%
6 months	-4.62%	+40.74%
1 year	-10.12%	+46.80%
5 years(CAGR)	N/A	+25.71%
Max(CAGR)	-1.50%	+16.11%

MSDL

+2.64%

Winner

AMAL

+9.17%

MSDL

+10.39%

Winner

AMAL

+18.11%

MSDL

-4.62%

Winner

AMAL

+40.74%

MSDL

-10.12%

Winner

AMAL

+46.80%

5Y(CAGR)

MSDL

N/A

AMAL

+25.71%

Max(CAGR)

MSDL

-1.50%

Winner

AMAL

+16.11%

MSDL vs AMAL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MSDL	AMAL
2026	-2.48%	+40.96%
2025	-11.88%	-1.62%
2024	+11.06%	+28.17%
2023	N/A	+18.88%
2022	N/A	+38.93%
2021	N/A	+26.10%
2020	N/A	-26.72%
2019	N/A	+1.33%
2018	N/A	+22.24%

MSDL vs AMAL Drawdown Comparison

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

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

The current MSDL drawdown is -19.30%.

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

Correlation

Correlation between MSDL and AMAL is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

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