Rational Investing

Aerospace/Defense Products & Services

	Total Market Capitalization of All Firms	236859 mm
	Average Market Capitalization	8168 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.58
	Standard Deviation of MM Ratio	0
	Average Beta	0.96
	Average EV To Revenue	2.38
	Average Price To Free Cash Flow	428.95

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
COL	Rockwell Collins	12.1	17,338	2.7	-26.2	41	0.75	Jun 18
MTX.DE	MTU Aero Engines AG	2.0	10,761	2.7	39.6	-6	0.82	Jun 18
HEI	Heico Corp.	1.7	11,203	6.5	112.2	20	0.94	Jul 18
TDG	Transdigm Group Incorporated	1.6	18,049	7.8	-44.2	9	0.90	Jun 18
BA.L	Bae Systems Plc	1.5	21,594	1.7	1458.8	-2	0.83	Jun 18
HXL	Hexcel Corp.	1.5	5,415	2.9	35.3	11	1.16	Sep 18
MGGT.L	Meggitt Plc	1.4	5,097	3.1	1670.8	2	0.66	Jun 18
AAXN	Axon Enterprise Inc	1.3	2,643	6.0	76.6	28	1.06	Sep 18
BBD-B.TO	Bombardier Inc	1.3	2,784	0.8	-3.1	6	1.46	Jun 18
CAE	Cae Inc.	1.3	5,346	2.3	22.0	4	0.66	Jun 18
ERJ	Embraer-empresa Brasileira De	1.3	4,015	2.1	27.2	-31	0.78	Jun 18
AVAV	Aerovironment, Inc.	1.2	2,331	4.8	51.3	78	1.33	Jul 18
BAB.L	Babcock Intl Grp	1.1	3,789	1.2	1236.9	3	1.04	Mar 18
HO.PA	Thales SA	1.1	27,006	1.9	49.5	6	0.66	Jun 18
SNR.L	Senior PLC	1.1	1,373	1.4	1552.3	5	0.66	Jun 18
COB.L	Cobham Plc	1.0	2,672	1.7	1574.7	-1	0.66	Jun 18
ESL	Esterline Technologies Corp.	1.0	3,519	2.2	29.0	0	0.84	Jun 18
OHB.DE	OHB SE	1.0	674	0.8	17.0	10	0.80	Jun 18
SAF.PA	Safran	1.0	50,826	3.0	15.3	11	0.92	Jun 18
CUB	Cubic Corp.	0.9	1,848	1.5	30.1	-5	1.04	Jun 18
CW	Curtiss-wright Corp	0.9	4,810	2.3	103.2	9	1.27	Jun 18
QQ.L	Qinetiq Group	0.9	1,994	2.3	1275.1	5	0.97	Mar 18
RHM.DE	Rheinmetall AG	0.9	3,690	0.9	17.4	5	0.71	Jun 18
AIR	Aar Corp.	0.8	1,552	0.9	17.2	9	1.19	Aug 18
CHG.L	Chemring Group Plc	0.8	608	1.3	989.8	1	0.66	Apr 18
DCO	Ducommun Inc.	0.7	465	1.1	21.0	12	1.08	Jun 18
RR.L	Rolls-royce Group Plc	0.7	18,982	1.4	711.2	5	0.82	Jun 18
TGI	Triumph Group Inc.	0.7	923	0.8	8.2	13	1.81	Sep 18
LDO.MI	Leonardo SpA	0.6	5,554	0.9	11.0	7	1.32	Jun 18