UVV vs MSDL

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

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

UVV vs MSDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

UVV

$1.30B

Winner

MSDL

$1.30B

Max Drawdown

UVV

61.51%

Winner

MSDL

42.73%

Sharpe Ratio

Winner

UVV

-0.22

MSDL

-0.55

5Y Beta

Winner

UVV

0.15

MSDL

0.53

Industry

UVV

Tobacco

MSDL

Asset Management

P/E Ratio

UVV

40.25

Winner

MSDL

15.03

Forward P/E

UVV

11.95

Winner

MSDL

8.19

Dividend Yield

UVV

6.38%

Winner

MSDL

12.70%

5Y Dividends CAGR

UVV

1.27%

MSDL

N/A

5Y EPS CAGR

UVV

-18.35%

MSDL

N/A

Debt to Equity

Winner

UVV

43.57%

MSDL

121.45%

Free Cash Flow Yield

UVV

6.18%

Winner

MSDL

15.63%

UVV vs MSDL - Historical Returns

Returns include dividend reinvestment.

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

UVV

-1.18%

Winner

MSDL

+3.79%

UVV

-0.25%

Winner

MSDL

+10.06%

Winner

UVV

-0.91%

MSDL

-2.12%

Winner

UVV

-3.70%

MSDL

-9.81%

5Y(CAGR)

UVV

+5.00%

MSDL

N/A

10Y(CAGR)

UVV

+4.42%

MSDL

N/A

Max(CAGR)

Winner

UVV

+7.75%

MSDL

-1.11%

UVV vs MSDL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

UVV vs MSDL Drawdown Comparison

The maximum drawdown for UVV was -59.83%, occurring on Mar 9, 2009. Recovery took 1218 trading sessions.

The maximum drawdown for MSDL was -29.56%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

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

Correlation

Correlation between UVV and MSDL 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)

UVV vs MSDL dividend yield comparison.

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