MSDL vs HLF

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

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

MSDL vs HLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

MSDL

$1.30B

Winner

HLF

$1.30B

Max Drawdown

Winner

MSDL

42.73%

HLF

91.69%

Sharpe Ratio

MSDL

-0.55

Winner

HLF

0.67

5Y Beta

Winner

MSDL

0.53

HLF

0.89

Industry

MSDL

Asset Management

HLF

Packaged Foods

P/E Ratio

MSDL

15.03

Winner

HLF

5.42

Forward P/E

MSDL

8.19

Winner

HLF

4.89

Dividend Yield

MSDL

12.70%

HLF

N/A

5Y Dividends CAGR

MSDL

N/A

HLF

30.26%

5Y EPS CAGR

MSDL

N/A

HLF

-10.09%

Debt to Equity

MSDL

121.45%

Winner

HLF

-450.99%

Free Cash Flow Yield

MSDL

15.63%

Winner

HLF

28.76%

MSDL vs HLF - Historical Returns

Returns include dividend reinvestment.

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

MSDL

+3.79%

Winner

HLF

+10.89%

Winner

MSDL

+10.06%

HLF

-16.50%

Winner

MSDL

-2.12%

HLF

-14.28%

MSDL

-9.81%

Winner

HLF

+25.50%

5Y(CAGR)

MSDL

N/A

HLF

-24.85%

10Y(CAGR)

MSDL

N/A

HLF

-8.49%

Max(CAGR)

MSDL

-1.11%

Winner

HLF

+6.64%

MSDL vs HLF - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

MSDL vs HLF 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 HLF was -91.69%, occurring on Feb 12, 2025. This drawdown has not yet recovered.

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

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

Correlation

Correlation between MSDL and HLF 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)

MSDL vs HLF dividend yield comparison.

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