Rational Investing

Apparel Footwear Accessories

	Total Market Capitalization of All Firms	539017 mm
	Average Market Capitalization	21561 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.95
	Standard Deviation of MM Ratio	0
	Average Beta	0.90
	Average EV To Revenue	2.31
	Average Price To Free Cash Flow	69.08

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
SHOO	Steven Madden Ltd.	1.7	3,629	2.0	23.6	10	0.83	Sep 19
GCO	Genesco Inc.	1.4	677	0.4	8.1	-10	0.66	Jul 19
8016	Onward Holdings Co Ltd	1.3	931	0.3	7.8	5	0.97	May 19
8227	Shimamura Co.,ltd	1.3	3,117	0.0	25.4	-1	0.57	Aug 19
UHR.SW	The Swatch Group Ltd	1.2	42,961	4.9	15.6	4	0.97	Jun 19
VFC	V.F. Corporation (VFC)	1.2	35,514	3.1	22.8	-11	1.15	Sep 19
RMS.PA	Hermes International	1.1	77,306	11.2	38.6	17	0.67	Jun 19
DECK	Deckers Outdoor Corp	1.0	4,789	2.3	14.7	2	0.89	Sep 19
KER.PA	Kering SA	1.0	75,659	5.2	24.6	13	1.19	Jun 19
PERY	Perry Ellis International Inc.	1.0	414	0.6	7.3	2	0.62	Jul 18
PVH	Phillips-van Heusen Corp.	1.0	7,560	0.8	15.3	3	1.44	Oct 19
SCVL	Shoe Carnival Inc.	1.0	537	0.5	10.5	2	0.86	Apr 19
WWW	Wolverine World Wide Inc.	1.0	2,883	1.5	12.9	2	1.04	Sep 19
2670	ABC MART INC	0.9	5,663	0.0	22.7	8	0.50	Aug 19
CRI	Carters Inc	0.9	4,669	1.5	15.3	1	0.92	Sep 19
CROX	Crocs Inc.	0.8	2,634	2.2	34.4	13	1.03	Sep 19
VRA	Vera Bradley Inc	0.8	384	0.9	11.5	3	0.84	Apr 19
CAL	Caleres Inc	0.7	908	0.5	7.7	3	0.85	Oct 19
MC.PA	Lvmh Moet Hennessy Louis Vuitt	0.7	222,040	4.3	27.2	15	1.15	Jun 19
NXT.L	Next Plc	0.7	12,102	3.1	1266.2	5	1.05	Jul 19
RL	Polo Ralph Lauren Corp	0.7	8,810	1.5	10.3	2	0.91	Sep 19
SKX	Skechers Usa Inc.	0.7	6,365	1.2	42.0	15	0.82	Sep 19
TPR	Tapestry	0.7	7,384	1.6	15.0	-6	1.03	Sep 19
WEYS	Weyco Group Inc.	0.6	242	0.9	11.1	6	0.74	Mar 19
MONC.MI	MONCLER SPA	0.5	11,837	7.4	36.4	17	0.74	Jun 19