Rational Investing

FMI Funds

	Long	Short
Total Market Capitalization of All Firms (in million)	165158 mm	51945 mm
Average Market Capitalization (in million)	6882 mm	17315 mm
Average Market Cap Weighted Market to Model	1.63	1.15
Average Beta	1.31	0.84
Average Price To Revenue	2.3	2.33
Average Price To Free Cash Flow	35.19	25.77
Total Number of Firms	24	3

Ticker	Company Name	IndustryName	Long Or Short	Market To Model	Total Market Cap ($ mm)	Expected Returns	Average EV/EBITDAM	% Growth	Beta	As Of
WMGI	Wright Medical Group Inc.	Medical Appliances E	S	5.1	3,796	6%	30	14	0.93	Sep 19
ENTG	Entegris Inc.	Semiconductor Equipm	S	2.8	7,620	4%	30.35	6	1.27	Sep 19
NBL	Noble Energy Inc	Independent Natural	S	2.0	11,200	12%	34.59	0	1.46	Sep 19
ROG	Rogers Corp.	Rubber Plastics	S	2.1	2,481	9%	20.12	7	1.95	Sep 19
WCN	Waste Connections Inc.	Waste Management	S	1.8	25,884	5%	28.2	9	0.28	Sep 19
ARW	Arrow Electronics Inc	Electronics Wholesal	S	1.8	6,974	17%	8.2	5	1.35	Sep 19
CRL	Charles River Laboratorie	Biotechnology	S	1.8	7,789	7%	21.49	17	1.15	Sep 19
IEX	Idex Corp.	Diversified Machiner	S	1.7	13,314	6%	24.22	1	1.18	Sep 19
PKI	Perkinelmer Inc	Medical Instruments	S	1.7	11,238	8%	24.4	11	1.30	Sep 19
KAI	Kadant Inc	Industrial Equipment	S	1.9	1,257	10%	12.72	6	1.27	Sep 19
PKG	Packaging Corp. Of Americ	Packaging Containers	S	1.5	10,303	12%	12.92	0	1.60	Sep 19
CE	Celanese Corp.	Chemicals - Diversif	S	1.4	14,888	12%	22.71	-3	1.30	Sep 19
FOE	Ferro Corp	Chemicals - Specialt	S	1.5	1,228	16%	11.63	-2	2.00	Sep 19
KMT	Kennametal Inc.	Machine Tools Access	S	1.3	2,992	16%	8.02	-3	2.16	Sep 19
RSG	Republic Services Inc.	Waste Management	S	1.2	30,056	8%	19.71	2	0.66	Sep 19
GWW	Grainger Ww Inc	Industrial Equipment	S	1.1	18,858	7%	15.93	6	0.98	Sep 19
ATR	Aptargroup Inc.	Packaging Containers	S	1.1	7,414	7%	15.32	11	0.70	Sep 19
BRC	Brady Corp.	Business Support Ser	S	1.0	3,031	8%	15.56	3	0.89	Oct 19
AUDC	Audiocodes Ltd.	Networking Communica	S	1.0	796	17%	19.57	16	0.70	Sep 19
MAN	Manpower Inc	Staffing & Outsourci	S	1.0	5,908	12%	15.45	-2	1.53	Sep 19
ABM	Abm Industries Inc.	Business Services	S	1.0	2,636	11%	10.08	4	0.69	Oct 19
ICLR	Icon Plc	Biotechnology	S	1.0	9,487	6%	19.84	11	0.73	Sep 19
LANC	Lancaster Colony Corp	Food Processing	L	0.7	4,413	8%	21.65	7	0.60	Sep 19
AYI	Acuity Brands, Inc.	Electrical Component	L	0.7	4,920	13%	10.27	-6	1.52	Nov 19

Password for Full Listing >>