Rational Investing

Auto Parts

	Total Market Capitalization of All Firms	205496 mm
	Average Market Capitalization	6044 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.06
	Standard Deviation of MM Ratio	0
	Average Beta	1.31
	Average EV To Revenue	0.80
	Average Price To Free Cash Flow	50.36

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
5334	NGK SPARK PLUG CO., LTD.	2.2	4,844	0.3	17.3	4	1.69	Sep 18
5802	Sumitomo Electric Industries	2.2	10,892	0.2	-1241.2	4	1.21	Sep 18
GPC	Genuine Parts Co	1.7	14,920	1.0	-30.6	17	1.12	Sep 18
ORLY	Oreilly Automotive Inc.	1.7	30,462	3.4	27.5	8	1.07	Sep 18
AAP	Advance Auto Parts Inc	1.6	13,230	1.5	21.6	4	1.04	Jun 18
SUP	Superior Industries Internatio	1.5	207	1.0	-0.7	55	1.60	Sep 18
LEA	Lear Corp	1.4	9,264	0.5	12.5	2	1.27	Sep 18
DAN	Dana Holding Corporation	1.3	2,132	0.5	16.5	19	1.77	Sep 18
AZO	Autozone Inc	1.2	22,552	2.4	16.8	1	0.85	Aug 18
TEN	Tenneco Automotive Inc.	1.2	1,782	0.3	148.1	10	1.69	Sep 18
5105	Toyo Tire & Rubber Co., Ltd.	1.1	2,005	0.3	5.3	1	1.07	Sep 18
6471	NSK Ltd	1.1	5,083	0.3	12.2	3	1.82	Sep 18
MOD	Modine Manufacturing Co.	1.1	704	0.3	-80.0	18	1.58	Sep 18
SMP	Standard Motor Products Inc.	1.1	1,223	1.1	22.9	9	1.10	Sep 18
DORM	Dorman Products, Inc.	1.0	2,939	2.9	18.9	10	0.96	Sep 18
MTOR	Meritor Inc	1.0	1,460	0.6	3.7	33	2.38	Jun 18
6995	TOKAI RIKA CO., LTD.	0.9	1,696	0.1	10.3	5	1.38	Sep 18
CVGI	Commercial Vehicle Group Inc.	0.9	205	0.4	12.9	20	1.92	Sep 18
EO.PA	Faurecia SA	0.9	6,193	0.5	13.3	-11	1.46	Jun 18
POM.PA	Compagnie Plastic Omnium SA	0.9	4,176	0.9	10.1	-2	1.55	Jun 18
7282	Toyoda Gosei Co Ltd	0.8	2,533	0.2	184.3	8	1.34	Sep 18
HFD.L	Halfords Group	0.8	755	0.7	687.9	4	0.78	Mar 18
MGA	Magna International Inc	0.8	18,416	0.5	7.1	14	1.34	Jun 18
MNRO	Monro Muffler Brake Inc.	0.8	2,538	2.3	24.8	12	0.69	Sep 18
VC	Visteon Corporation	0.8	3,085	1.2	16.9	0	0.89	Jun 18
5991	NHK SPRING CO. LTD.	0.7	2,085	0.0	11.8	7	1.18	Sep 18
FR.PA	Valeo SA	0.7	6,745	0.5	12.8	10	1.20	Jun 18
3116	Toyota Boshoku Corporation	0.6	3,094	0.1	15.5	1	1.21	Sep 18
7259	AISIN SEIKI CO. LTD.	0.6	10,834	0.2	10.7	8	1.33	Sep 18
7313	TS Tech Co Ltd	0.6	2,017	0.0	8.2	-15	0.99	Sep 18
AXL	American Axle & Manufacturing	0.6	1,401	0.6	-5.4	41	1.37	Jun 18
LKQ	Lkq Corp	0.6	8,584	1.0	-13.7	22	1.25	Sep 18
ALV	Autoliv Inc	0.4	7,322	0.9	9.7	-9	1.10	Sep 18
STRT	Strattec Security Corp.	0.4	122	0.4	-24.9	12	1.28	Sep 18