MSDL vs VTOL

Comparison between Morgan Stanley Direct Lending Fund (MSDL, Company) and Bristow Group Inc (VTOL, Company).

MSDL is from the Financial Services sector, while VTOL is from the Energy sector.

MSDL vs VTOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSDL(COMPANY)	VTOL(COMPANY)
Market Cap	$1.30B	$1.30B
Max Drawdown	42.73%	89.37%
Sharpe Ratio	-0.59	0.73
5Y Beta	0.53	0.91
Industry	Asset Management	Oil & Gas Equipment & Services
P/E Ratio	15.03	11.08
Forward P/E	8.19	N/A
Dividend Yield	12.70%	0.30%
Debt to Equity	121.45%	71.28%
Free Cash Flow Yield	15.63%	14.70%
P/S Ratio	3.35	0.83
P/B Ratio	0.77	1.16

Market Cap

Winner

MSDL

$1.30B

VTOL

$1.30B

Max Drawdown

Winner

MSDL

42.73%

VTOL

89.37%

Sharpe Ratio

MSDL

-0.59

Winner

VTOL

0.73

5Y Beta

Winner

MSDL

0.53

VTOL

0.91

Industry

MSDL

Asset Management

VTOL

Oil & Gas Equipment & Services

P/E Ratio

MSDL

15.03

Winner

VTOL

11.08

Forward P/E

MSDL

8.19

VTOL

N/A

Dividend Yield

Winner

MSDL

12.70%

VTOL

0.30%

Debt to Equity

MSDL

121.45%

Winner

VTOL

71.28%

Free Cash Flow Yield

Winner

MSDL

15.63%

VTOL

14.70%

P/S Ratio

MSDL

3.35

Winner

VTOL

0.83

P/B Ratio

Winner

MSDL

0.77

VTOL

1.16

MSDL vs VTOL - Historical Returns

Returns include dividend reinvestment.

Period	MSDL	VTOL
1 month	+2.57%	+0.68%
3 months	+10.07%	-12.36%
6 months	-2.72%	+8.11%
1 year	-10.07%	+24.38%
5 years(CAGR)	N/A	+9.68%
10 years(CAGR)	N/A	+8.80%
Max(CAGR)	-1.16%	+1.38%

Winner

MSDL

+2.57%

VTOL

+0.68%

Winner

MSDL

+10.07%

VTOL

-12.36%

MSDL

-2.72%

Winner

VTOL

+8.11%

MSDL

-10.07%

Winner

VTOL

+24.38%

5Y(CAGR)

MSDL

N/A

VTOL

+9.68%

10Y(CAGR)

MSDL

N/A

VTOL

+8.80%

Max(CAGR)

MSDL

-1.16%

Winner

VTOL

+1.38%

MSDL vs VTOL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	MSDL	VTOL
2026	-1.78%	+16.21%
2025	-11.88%	+3.74%
2024	+11.06%	+21.72%
2023	N/A	+10.82%
2022	N/A	-18.16%
2021	N/A	+19.51%
2020	N/A	+29.53%
2019	N/A	+12.38%
2018	N/A	-19.37%
2017	N/A	-36.39%
2016	N/A	+50.44%
2015	N/A	-48.09%
2014	N/A	-31.53%
2013	N/A	+70.97%

MSDL vs VTOL 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 VTOL was -89.37%, occurring on Apr 21, 2020. This drawdown has not yet recovered.

The current MSDL drawdown is -18.71%. The current VTOL drawdown is -36.30%.

Rank	MSDL	VTOL
#1	-29.56% Jun 21, 2024 - Mar 27, 2026	-89.37% Dec 6, 2013 - Apr 21, 2020
#2	-6.13% May 9, 2024 - Jun 21, 2024	-17.90% Feb 5, 2013 - Apr 10, 2013
#3	-6.08% Mar 27, 2024 - May 6, 2024	-12.18% Jun 14, 2013 - Sep 24, 2013
#4	-4.94% Jan 25, 2024 - Mar 14, 2024	-9.96% Apr 11, 2013 - May 15, 2013
#5	-4.15% Mar 20, 2024 - Mar 22, 2024	-8.30% Jun 3, 2013 - Jun 13, 2013
#6	-2.76% Mar 22, 2024 - Mar 26, 2024	-7.57% Oct 30, 2013 - Dec 3, 2013
#7	-2.37% May 6, 2024 - May 8, 2024	-7.06% May 15, 2013 - Jun 3, 2013
#8	-1.63% Mar 15, 2024 - Mar 20, 2024	-3.37% Oct 23, 2013 - Oct 30, 2013
#9	N/A	-2.88% Oct 1, 2013 - Oct 10, 2013
#10	N/A	-1.95% Sep 24, 2013 - Oct 1, 2013
#11	N/A	-1.18% Dec 3, 2013 - Dec 6, 2013
#12	N/A	-0.74% Feb 1, 2013 - Feb 5, 2013
#13	N/A	-0.50% Jan 29, 2013 - Jan 31, 2013

Correlation

Correlation between MSDL and VTOL is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

-101