Rational Investing

Apparel Footwear Accessories

	Total Market Capitalization of All Firms	$508,905 mm
	Average Market Capitalization	$24,234 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.6
	Standard Deviation of MM Ratio	0.6
	Average Beta	1.1
	Average EV To Revenue	2.6
	Average EV To EBITDAM	27.7
	Average Price To Free Cash Flow	40.0

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
WWW	Wolverine World Wide Inc.	3.00	2,220	1.8	25	22.7	-21	1.6	Jun 20
CROX	Crocs Inc.	2.63	2,829	2.5	31.3	22.1	0	1.2	Jun 20
VFC	V.F. Corporation (VFC)	2.34	25,416	4.9	63.8	30	-39	1.2	Jun 20
8227	Shimamura Co.,ltd	2.09	2,760	0.0	99	30	-13	0.6	May 20
MC.PA	Lvmh Moet Hennessy Louis Vuitt	2.08	233,481	5.1	27.7	29.5	-7	1.0	Jun 20
SKX	Skechers Usa Inc.	1.88	4,727	1.2	30	30	-23	1.1	Jun 20
NXT.L	Next Plc	1.82	10,561	2.7	14.0	30	2	1.4	Jan 20
0551.HK	Yue Yuen Industrial Holdings L	1.78	2,876	0.8	13.8	30	-12	0.7	Mar 20
KER.PA	Kering SA	1.77	75,607	5.6	21.3	14.1	-10	1.0	Jun 20
RL	Polo Ralph Lauren Corp	1.42	5,514	1.2	70.1	30	-7	1.3	Mar 20
MONC.MI	MONCLER SPA	1.36	10,205	7.7	33.5	30	-8	0.7	Jun 20
PVH	Phillips-van Heusen Corp.	1.34	4,023	1.5	53.6	30	-29	1.9	Apr 20
DECK	Deckers Outdoor Corp	1.24	6,347	2.9	29.5	23.1	2	0.9	Jun 20
SHOO	Steven Madden Ltd.	1.20	1,964	1.2	22.9	27.7	-8	1.1	Mar 20
RMS.PA	Hermes International	1.17	88,393	11.8	41.4	23.9	9	0.7	Dec 19
UHR.SW	The Swatch Group Ltd	1.13	11,731	1.5	14.7	15.6	-1	0.8	Dec 19
2670	ABC MART INC	1.09	4,440	0.0	81.9	49.9	-22	0.6	May 20
9910.TW	Feng Tay Enterprises Co., Ltd.	1.05	4,762	0.2	99	30	10	1.1	Mar 20
CRI	Carters Inc	1.01	3,777	1.5	23.5	17.6	-17	1.3	Jun 20
9904.TW	Pou Chen Corporation	0.98	2,795	0.4	27.9	30	-13	0.7	Mar 20
TPR	Tapestry	0.76	4,477	1.1	15.4	34.9	-10	1.4	Mar 20