MSDL vs UVV

Comparison between Morgan Stanley Direct Lending Fund (MSDL, Company) and Universal Corp (UVV, Company).

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

MSDL vs UVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSDL(COMPANY)	UVV(COMPANY)
Market Cap	$1.30B	$1.30B
Max Drawdown	42.73%	61.51%
Sharpe Ratio	-0.55	-0.22
5Y Beta	0.53	0.15
Industry	Asset Management	Tobacco
P/E Ratio	15.03	40.25
Forward P/E	8.19	11.95
Dividend Yield	12.70%	6.38%
5Y Dividends CAGR	N/A	1.27%
5Y EPS CAGR	N/A	-18.35%
Debt to Equity	121.45%	43.57%
Free Cash Flow Yield	15.63%	6.18%

Market Cap

Winner

MSDL

$1.30B

UVV

$1.30B

Max Drawdown

Winner

MSDL

42.73%

UVV

61.51%

Sharpe Ratio

MSDL

-0.55

Winner

UVV

-0.22

5Y Beta

MSDL

0.53

Winner

UVV

0.15

Industry

MSDL

Asset Management

UVV

Tobacco

P/E Ratio

Winner

MSDL

15.03

UVV

40.25

Forward P/E

Winner

MSDL

8.19

UVV

11.95

Dividend Yield

Winner

MSDL

12.70%

UVV

6.38%

5Y Dividends CAGR

MSDL

N/A

UVV

1.27%

5Y EPS CAGR

MSDL

N/A

UVV

-18.35%

Debt to Equity

MSDL

121.45%

Winner

UVV

43.57%

Free Cash Flow Yield

Winner

MSDL

15.63%

UVV

6.18%

MSDL vs UVV - Historical Returns

Returns include dividend reinvestment.

Period	MSDL	UVV
1 month	+3.79%	-1.18%
3 months	+10.06%	-0.25%
6 months	-2.12%	-0.91%
1 year	-9.81%	-3.70%
5 years(CAGR)	N/A	+5.00%
10 years(CAGR)	N/A	+4.42%
Max(CAGR)	-1.11%	+7.75%

Winner

MSDL

+3.79%

UVV

-1.18%

Winner

MSDL

+10.06%

UVV

-0.25%

MSDL

-2.12%

Winner

UVV

-0.91%

MSDL

-9.81%

Winner

UVV

-3.70%

5Y(CAGR)

MSDL

N/A

UVV

+5.00%

10Y(CAGR)

MSDL

N/A

UVV

+4.42%

Max(CAGR)

MSDL

-1.11%

Winner

UVV

+7.75%

MSDL vs UVV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSDL	UVV
2026	-1.65%	+2.26%
2025	-11.88%	+2.60%
2024	+11.06%	-13.12%
2023	N/A	+34.83%
2022	N/A	-0.16%
2021	N/A	+19.19%
2020	N/A	-8.74%
2019	N/A	+9.77%
2018	N/A	+7.15%
2017	N/A	-14.71%
2016	N/A	+19.60%
2015	N/A	+40.93%
2014	N/A	-13.05%
2013	N/A	+7.56%
2012	N/A	+12.11%
2011	N/A	+18.21%
2010	N/A	-11.17%
2009	N/A	+56.53%
2008	N/A	-41.82%
2007	N/A	+6.55%
2006	N/A	+18.36%
2005	N/A	-6.39%
2004	N/A	+11.30%
2003	N/A	+22.01%
2002	N/A	+3.32%
2001	N/A	+9.27%
2000	N/A	+66.82%
1999	N/A	-5.70%

MSDL vs UVV 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 UVV was -59.83%, occurring on Mar 9, 2009. Recovery took 1218 trading sessions.

The current MSDL drawdown is -18.61%. The current UVV drawdown is -15.25%.

Rank	MSDL	UVV
#1	-29.56% Jun 21, 2024 - Mar 27, 2026	-59.83% Mar 25, 2008 - Jan 24, 2013
#2	-6.13% May 9, 2024 - Jun 21, 2024	-48.12% Nov 8, 1999 - Aug 16, 2000
#3	-6.08% Mar 27, 2024 - May 6, 2024	-45.67% Feb 8, 2017 - May 17, 2022
#4	-4.94% Jan 25, 2024 - Mar 14, 2024	-36.07% Aug 5, 2013 - Aug 5, 2015
#5	-4.15% Mar 20, 2024 - Mar 22, 2024	-32.74% May 21, 2007 - Mar 19, 2008
#6	-2.76% Mar 22, 2024 - Mar 26, 2024	-29.64% Dec 29, 2023 - May 30, 2025
#7	-2.37% May 6, 2024 - May 8, 2024	-28.66% Jun 1, 2022 - Dec 4, 2023
#8	-1.63% Mar 15, 2024 - Mar 20, 2024	-27.84% Apr 22, 2004 - Dec 19, 2006
#9	N/A	-25.53% Aug 24, 2001 - Apr 23, 2002
#10	N/A	-25.33% May 13, 2002 - May 30, 2003
#11	N/A	-20.68% May 30, 2025 - Oct 30, 2025
#12	N/A	-19.57% Aug 5, 2015 - Mar 29, 2016
#13	N/A	-12.23% Aug 25, 2016 - Dec 9, 2016
#14	N/A	-12.21% Dec 28, 2000 - Feb 9, 2001
#15	N/A	-11.75% Jan 25, 2017 - Feb 8, 2017

Correlation

Correlation between MSDL and UVV is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (2000 - 2026)

MSDL vs UVV dividend yield comparison.

Year	MSDL	UVV
2026	5.91%	3.15%
2025	12.14%	6.18%
2024	10.65%	5.87%
2023	0.00%	4.72%
2022	0.00%	5.95%
2021	0.00%	5.64%
2020	0.00%	6.30%
2019	0.00%	5.29%
2018	0.00%	4.80%
2017	0.00%	4.11%
2016	0.00%	3.33%
2015	0.00%	3.71%
2014	0.00%	4.64%
2013	0.00%	3.66%
2012	0.00%	3.93%
2011	0.00%	4.18%
2010	0.00%	4.62%
2009	0.00%	4.03%
2008	0.00%	6.03%
2007	0.00%	3.44%
2006	0.00%	3.51%
2005	0.00%	3.87%
2004	0.00%	3.26%
2003	0.00%	3.26%
2002	0.00%	2.76%
2001	0.00%	4.39%
2000	0.00%	3.54%