MSDL vs PFBC

Comparison between Morgan Stanley Direct Lending Fund (MSDL, Company) and Preferred Bank (PFBC, Company).

Both MSDL and PFBC are from the Financial Services sector.

MSDL vs PFBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSDL(COMPANY)	PFBC(COMPANY)
Market Cap	$1.29B	$1.29B
Max Drawdown	42.73%	97.22%
Sharpe Ratio	-0.20	0.75
5Y Beta	0.56	0.70
Industry	Asset Management	Banks - Regional
P/E Ratio	22.06	9.74
Forward P/E	8.08	8.32
PEG Ratio	N/A	0.62
Dividend Yield	12.80%	2.99%
5Y Dividends CAGR	N/A	23.45%
5Y EPS CAGR	N/A	15.17%
Debt to Equity	120.27%	48.15%
Free Cash Flow Yield	21.94%	12.98%

Market Cap

Winner

MSDL

$1.29B

PFBC

$1.29B

Max Drawdown

Winner

MSDL

42.73%

PFBC

97.22%

Sharpe Ratio

MSDL

-0.20

Winner

PFBC

0.75

5Y Beta

Winner

MSDL

0.56

PFBC

0.70

Industry

MSDL

Asset Management

PFBC

Banks - Regional

P/E Ratio

MSDL

22.06

Winner

PFBC

9.74

Forward P/E

Winner

MSDL

8.08

PFBC

8.32

PEG Ratio

MSDL

N/A

PFBC

0.62

Dividend Yield

Winner

MSDL

12.80%

PFBC

2.99%

5Y Dividends CAGR

MSDL

N/A

PFBC

23.45%

5Y EPS CAGR

MSDL

N/A

PFBC

15.17%

Debt to Equity

MSDL

120.27%

Winner

PFBC

48.15%

Free Cash Flow Yield

Winner

MSDL

21.94%

PFBC

12.98%

MSDL vs PFBC - Historical Returns

Returns include dividend reinvestment.

Period	MSDL	PFBC
1 month	+0.78%	+1.80%
3 months	+6.04%	+19.31%
6 months	+4.81%	+20.57%
1 year	-0.94%	+18.77%
5 years(CAGR)	N/A	+16.28%
10 years(CAGR)	N/A	+15.44%
Max(CAGR)	-0.21%	+4.14%

MSDL

+0.78%

Winner

PFBC

+1.80%

MSDL

+6.04%

Winner

PFBC

+19.31%

MSDL

+4.81%

Winner

PFBC

+20.57%

MSDL

-0.94%

Winner

PFBC

+18.77%

5Y(CAGR)

MSDL

N/A

PFBC

+16.28%

10Y(CAGR)

MSDL

N/A

PFBC

+15.44%

Max(CAGR)

MSDL

-0.21%

Winner

PFBC

+4.14%

MSDL vs PFBC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSDL	PFBC
2026	+0.55%	+15.21%
2025	-11.88%	+14.41%
2024	+11.06%	+22.07%
2023	N/A	+2.50%
2022	N/A	+5.51%
2021	N/A	+49.35%
2020	N/A	-13.43%
2019	N/A	+40.08%
2018	N/A	-24.56%
2017	N/A	+15.28%
2016	N/A	+63.98%
2015	N/A	+25.12%
2014	N/A	+38.04%
2013	N/A	+33.58%
2012	N/A	+85.86%
2011	N/A	-22.80%
2010	N/A	-3.83%
2009	N/A	-69.73%
2008	N/A	-74.92%
2007	N/A	-32.94%
2006	N/A	+36.31%
2005	N/A	+106.10%
2004	N/A	+25.56%
2003	N/A	+23.76%
2002	N/A	+12.17%
2001	N/A	-6.03%
2000	N/A	-13.24%
1999	N/A	-6.23%

MSDL vs PFBC 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 PFBC was -97.01%, occurring on Feb 3, 2010. This drawdown has not yet recovered.

The current MSDL drawdown is -16.79%. The current PFBC drawdown is -29.34%.

Rank	MSDL	PFBC
#1	-29.56% Jun 21, 2024 - Mar 27, 2026	-97.01% Feb 5, 2007 - Feb 3, 2010
#2	-6.13% May 9, 2024 - Jun 21, 2024	-25.54% Nov 1, 1999 - Apr 29, 2003
#3	-6.08% Mar 27, 2024 - May 6, 2024	-13.34% Sep 28, 2006 - Jan 29, 2007
#4	-4.94% Jan 25, 2024 - Mar 14, 2024	-11.20% Feb 15, 2005 - Jul 22, 2005
#5	-4.15% Mar 20, 2024 - Mar 22, 2024	-8.40% Jul 25, 2006 - Sep 26, 2006
#6	-2.76% Mar 22, 2024 - Mar 26, 2024	-7.86% Aug 11, 2005 - Oct 24, 2005
#7	-2.37% May 6, 2024 - May 8, 2024	-7.00% Jun 1, 2006 - Jul 3, 2006
#8	-1.63% Mar 15, 2024 - Mar 20, 2024	-5.74% Aug 2, 2005 - Aug 11, 2005
#9	N/A	-4.68% Dec 15, 2005 - Jan 26, 2006
#10	N/A	-3.76% Jul 12, 2006 - Jul 20, 2006
#11	N/A	-3.53% Oct 31, 2005 - Nov 17, 2005
#12	N/A	-3.26% Jul 3, 2006 - Jul 12, 2006
#13	N/A	-2.76% Mar 16, 2006 - Apr 3, 2006
#14	N/A	-2.72% Apr 6, 2006 - May 4, 2006
#15	N/A	-2.03% Oct 26, 2005 - Oct 31, 2005

Correlation

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

-0.42

-101

Dividend Comparison (2001 - 2026)

MSDL vs PFBC dividend yield comparison.

Year	MSDL	PFBC
2026	5.78%	2.23%
2025	12.14%	3.18%
2024	10.65%	3.24%
2023	0.00%	3.01%
2022	0.00%	2.31%
2021	0.00%	2.01%
2020	0.00%	2.38%
2019	0.00%	2.00%
2018	0.00%	2.17%
2017	0.00%	1.29%
2016	0.00%	1.14%
2015	0.00%	1.39%
2014	0.00%	0.36%
2009	0.00%	4.44%
2008	0.00%	7.83%
2007	0.00%	2.40%
2006	0.00%	1.33%
2005	0.00%	1.44%
2004	0.00%	2.73%
2003	0.00%	1.33%
2002	0.00%	2.58%
2001	0.00%	2.81%