Rational Investing

Aerospace/Defense Products & Services

	Total Market Capitalization of All Firms	255197 mm
	Average Market Capitalization	8800 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.23
	Standard Deviation of MM Ratio	0
	Average Beta	1.01
	Average EV To Revenue	2.59
	Average Price To Free Cash Flow	497.65

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
DCO	Ducommun Inc.	1.8	480	1.1	25.7	12	1.06	Sep 18
SAF.PA	Safran	1.7	53,777	3.1	16.1	11	0.98	Jun 18
LDO.MI	Leonardo SpA	1.6	5,738	0.9	8.5	2	1.27	Sep 18
MGGT.L	Meggitt Plc	1.6	5,644	3.4	1720.8	3	0.76	Jun 18
MTX.DE	MTU Aero Engines AG	1.6	11,453	2.7	22.4	1	0.97	Sep 18
AVAV	Aerovironment, Inc.	1.5	1,896	6.9	91.5	1	1.32	Oct 18
BA.L	Bae Systems Plc	1.5	21,204	1.8	1289.6	-8	1.03	Jun 18
CUB	Cubic Corp.	1.5	1,644	1.6	-8.9	-2	1.24	Dec 18
ERJ	Embraer-empresa Brasileira De	1.5	3,824	1.5	21.7	-1	0.78	Sep 18
CAE	Cae Inc.	1.4	5,594	2.3	-18.7	11	0.81	Dec 18
TDG	Transdigm Group Incorporated	1.4	22,656	7.9	31.6	17	0.99	Dec 18
BBD-B.TO	Bombardier Inc	1.3	4,595	1.0	-4.3	1	1.32	Sep 18
HEI	Heico Corp.	1.3	12,232	6.8	39.9	6	0.82	Oct 18
AAXN	Axon Enterprise Inc	1.2	2,953	6.7	73.6	27	0.92	Sep 18
COB.L	Cobham Plc	1.2	3,288	2.0	1748.6	-1	0.66	Jun 18
CW	Curtiss-wright Corp	1.2	5,305	2.6	76.9	5	1.24	Sep 18
HXL	Hexcel Corp.	1.1	6,439	3.3	34.3	11	1.15	Sep 18
OHB.DE	OHB SE	1.1	691	0.8	17.6	25	0.85	Sep 18
QQ.L	Qinetiq Group	1.1	2,293	2.6	1828.0	8	1.01	Sep 18
BAB.L	Babcock Intl Grp	1.0	3,600	1.2	991.9	0	1.23	Sep 18
CHG.L	Chemring Group Plc	1.0	558	2.3	2285.5	-6	0.66	Oct 18
COL	Rockwell Collins	1.0	18,455	2.9	-25.8	41	0.75	Sep 18
ESL	Esterline Technologies Corp.	1.0	3,653	2.0	16.6	5	0.66	Dec 18
SNR.L	Senior PLC	1.0	1,276	1.4	1164.5	4	0.98	Jun 18
TGI	Triumph Group Inc.	1.0	1,154	0.9	5.3	4	2.39	Dec 18
RHM.DE	Rheinmetall AG	0.9	4,504	1.0	24.5	7	0.73	Sep 18
RR.L	Rolls-royce Group Plc	0.8	23,309	1.7	862.2	1	1.02	Jun 18
HO.PA	Thales SA	0.7	25,693	1.8	28.0	7	0.66	Jun 18
AIR	Aar Corp.	0.6	1,290	0.8	15.9	6	1.04	Nov 18