MSDL vs TMP

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

Both MSDL and TMP are from the Financial Services sector.

MSDL vs TMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSDL(COMPANY)	TMP(COMPANY)
Market Cap	$1.30B	$1.30B
Max Drawdown	42.73%	54.68%
Sharpe Ratio	-0.55	1.25
5Y Beta	0.53	0.93
Industry	Asset Management	Banks - Regional
P/E Ratio	15.03	14.28
Forward P/E	8.19	12.85
PEG Ratio	N/A	0.03
Dividend Yield	12.70%	2.70%
5Y Dividends CAGR	N/A	8.79%
5Y EPS CAGR	N/A	2.95%
Debt to Equity	121.45%	0.00%
Free Cash Flow Yield	15.63%	11.11%

Market Cap

Winner

MSDL

$1.30B

TMP

$1.30B

Max Drawdown

Winner

MSDL

42.73%

TMP

54.68%

Sharpe Ratio

MSDL

-0.55

Winner

TMP

1.25

5Y Beta

Winner

MSDL

0.53

TMP

0.93

Industry

MSDL

Asset Management

TMP

Banks - Regional

P/E Ratio

MSDL

15.03

Winner

TMP

14.28

Forward P/E

Winner

MSDL

8.19

TMP

12.85

PEG Ratio

MSDL

N/A

TMP

0.03

Dividend Yield

Winner

MSDL

12.70%

TMP

2.70%

5Y Dividends CAGR

MSDL

N/A

TMP

8.79%

5Y EPS CAGR

MSDL

N/A

TMP

2.95%

Debt to Equity

MSDL

121.45%

Winner

TMP

0.00%

Free Cash Flow Yield

Winner

MSDL

15.63%

TMP

11.11%

MSDL vs TMP - Historical Returns

Returns include dividend reinvestment.

Period	MSDL	TMP
1 month	+3.79%	+3.61%
3 months	+10.06%	+9.03%
6 months	-2.12%	+23.29%
1 year	-9.81%	+41.51%
5 years(CAGR)	N/A	+8.06%
10 years(CAGR)	N/A	+6.62%
Max(CAGR)	-1.11%	+9.29%

Winner

MSDL

+3.79%

TMP

+3.61%

Winner

MSDL

+10.06%

TMP

+9.03%

MSDL

-2.12%

Winner

TMP

+23.29%

MSDL

-9.81%

Winner

TMP

+41.51%

5Y(CAGR)

MSDL

N/A

TMP

+8.06%

10Y(CAGR)

MSDL

N/A

TMP

+6.62%

Max(CAGR)

MSDL

-1.11%

Winner

TMP

+9.29%

MSDL vs TMP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSDL	TMP
2026	-1.65%	+27.63%
2025	-11.88%	+12.90%
2024	+11.06%	+19.63%
2023	N/A	-18.67%
2022	N/A	-4.99%
2021	N/A	+24.22%
2020	N/A	-20.29%
2019	N/A	+23.83%
2018	N/A	-5.29%
2017	N/A	-12.73%
2016	N/A	+77.26%
2015	N/A	+6.21%
2014	N/A	+14.31%
2013	N/A	+30.36%
2012	N/A	+3.97%
2011	N/A	-1.51%
2010	N/A	+8.35%
2009	N/A	-24.50%
2008	N/A	+59.21%
2007	N/A	-11.66%
2006	N/A	+13.41%
2005	N/A	-2.27%
2004	N/A	+19.23%
2003	N/A	+18.73%
2002	N/A	+14.92%
2001	N/A	+49.85%
2000	N/A	+1.57%
1999	N/A	-1.23%

MSDL vs TMP 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 TMP was -47.80%, occurring on Apr 17, 2024. Recovery took 1220 trading sessions.

The current MSDL drawdown is -18.61%. The current TMP drawdown is -5.04%.

Rank	MSDL	TMP
#1	-29.56% Jun 21, 2024 - Mar 27, 2026	-47.80% Mar 12, 2021 - Jan 21, 2026
#2	-6.13% May 9, 2024 - Jun 21, 2024	-44.80% Dec 30, 2008 - Jul 5, 2013
#3	-6.08% Mar 27, 2024 - May 6, 2024	-39.72% Jan 16, 2020 - Mar 8, 2021
#4	-4.94% Jan 25, 2024 - Mar 14, 2024	-37.67% Oct 30, 2006 - Mar 18, 2008
#5	-4.15% Mar 20, 2024 - Mar 22, 2024	-31.65% Sep 19, 2008 - Nov 26, 2008
#6	-2.76% Mar 22, 2024 - Mar 26, 2024	-28.21% Apr 16, 2008 - Sep 18, 2008
#7	-2.37% May 6, 2024 - May 8, 2024	-25.45% Nov 22, 1999 - Mar 29, 2001
#8	-1.63% Mar 15, 2024 - Mar 20, 2024	-24.02% Jan 4, 2017 - Dec 12, 2019
#9	N/A	-21.51% May 16, 2001 - Aug 16, 2001
#10	N/A	-21.28% May 3, 2002 - Jun 28, 2002
#11	N/A	-21.17% Dec 15, 2004 - Dec 9, 2005
#12	N/A	-18.02% Dec 1, 2015 - Mar 11, 2016
#13	N/A	-17.62% Jun 28, 2002 - Mar 25, 2003
#14	N/A	-15.29% Sep 23, 2003 - Nov 24, 2004
#15	N/A	-13.51% Nov 26, 2008 - Dec 19, 2008

Correlation

Correlation between MSDL and TMP is -0.50 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.50

-101

Dividend Comparison (1999 - 2026)

MSDL vs TMP dividend yield comparison.

Year	MSDL	TMP
2026	5.91%	1.47%
2025	12.14%	3.46%
2024	10.65%	3.60%
2023	0.00%	3.98%
2022	0.00%	2.98%
2021	0.00%	2.62%
2020	0.00%	2.97%
2019	0.00%	2.21%
2018	0.00%	2.59%
2017	0.00%	2.24%
2016	0.00%	1.87%
2015	0.00%	3.03%
2014	0.00%	2.93%
2013	0.00%	3.00%
2012	0.00%	3.68%
2011	0.00%	3.64%
2010	0.00%	3.47%
2009	0.00%	3.36%
2008	0.00%	2.28%
2007	0.00%	3.20%
2006	0.00%	2.58%
2005	0.00%	2.68%
2004	0.00%	2.24%
2003	0.00%	2.48%
2002	0.00%	2.63%
2001	0.00%	2.73%
2000	0.00%	3.86%
1999	0.00%	0.93%