Rational Investing

Auto Parts

	Total Market Capitalization of All Firms	$341,626 mm
	Average Market Capitalization	$6,972 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.1
	Standard Deviation of MM Ratio	0.5
	Average Beta	1.5
	Average EV To Revenue	1.2
	Average EV To EBITDAM	21.9
	Average Price To Free Cash Flow	41.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
6674	GS Yuasa Corp	2.45	2,426	0.2	27.3	25.3	-6	1.5	Sep 20
WBC	WABCO Holdings Inc	2.36	6,991	3.0	99	43.4	-17	0.8	Mar 20
STRT	Strattec Security Corp.	2.14	168	0.5	46.5	30	7	1.3	Dec 18
FR.PA	Valeo SA	2.06	8,975	0.9	30.9	30	-9	1.7	Jun 20
DORM	Dorman Products, Inc.	1.75	3,220	3.1	59.3	41.8	6	0.8	Sep 20
APTV	Aptiv PLC	1.74	36,807	3.1	53.8	29.9	-8	2.0	Sep 20
EO.PA	Faurecia SA	1.65	6,866	0.9	41.2	30	-6	1.8	Jun 20
FOXF	Fox Factory Holding Corp.	1.52	4,786	5.6	99	33.5	15	1.7	Sep 20
6472	NTN Corporation	1.48	1,380	0.8	99	19.7	-19	1.9	Sep 20
VC	Visteon Corporation	1.45	3,989	1.8	71.5	30.1	-10	2.0	Sep 20
6592	Mabuchi Motor Co Ltd	1.41	2,744	0.0	20.1	17.1	-15	1.3	Sep 20
MNRO	Monro Muffler Brake Inc.	1.32	1,982	2.5	59.9	25.7	-8	1.1	Sep 20
6923	Stanley Electric Co Ltd	1.29	5,451	0.1	67.9	30	-16	1.2	Sep 20
LKQ	Lkq Corp	1.16	11,885	1.3	24.5	15.7	-2	1.6	Sep 20
LEA	Lear Corp	1.14	9,949	0.7	43.8	26.1	-16	1.5	Sep 20
POM.PA	Compagnie Plastic Omnium SA	1.12	5,496	1.1	30.6	37.3	-19	1.9	Jun 20
6995	TOKAI RIKA CO., LTD.	1.08	1,559	0.1	99	30	-21	1.7	Sep 20
7276	KOITO MANUFACTURING CO., LTD	1.07	10,455	0.1	29.9	22.5	-27	1.6	Sep 20
GNTX	Gentex Corp	1.07	9,170	5.5	22.7	18.6	-11	1.1	Sep 20
DAN	Dana Holding Corporation	1.04	2,980	0.8	13.8	13.1	-16	2.4	Sep 20
PIRC.MI	Pirelli & C. S.p.A.	1.04	5,243	2.2	4.3	30	-16	0.9	Jun 20
MOD	Modine Manufacturing Co.	1.03	691	0.8	13.6	11.3	-14	2.6	Sep 20
5991	NHK SPRING CO. LTD.	1.02	1,747	0.1	99	39.4	-14	1.2	Sep 20
7259	AISIN SEIKI CO. LTD.	0.91	8,700	0.4	87.2	14.1	-18	1.5	Sep 20
7282	Toyoda Gosei Co Ltd	0.91	3,519	0.3	91.7	20.3	-21	1.4	Sep 20
TEN	Tenneco Automotive Inc.	0.89	872	0.4	10.8	30	-2	2.5	Sep 20
KBX.DE	Knorr-Bremse Aktiengesellschaf	0.87	22,288	3.8	74.8	26.7	-3	0.7	Sep 20
ALV	Autoliv Inc	0.85	7,583	1.3	38.4	11.2	-11	1.8	Sep 20
DLPH	Delphi Technologies PLC	0.85	1,497	1.2	17	30	-28	1.4	Jun 20
5334	NGK SPARK PLUG CO., LTD.	0.84	3,663	0.4	16.4	12.7	-3	1.7	Sep 20
CVGI	Commercial Vehicle Group Inc.	0.80	273	0.4	6.1	5.0	17	1.3	Mar 19
AXL	American Axle & Manufacturing	0.79	983	1.2	5.8	11.7	-29	2.5	Sep 20
MG.TO	Magna International Inc.	0.79	22,308	0.8	15.5	12.9	-18	1.4	Sep 20
SMP	Standard Motor Products Inc.	0.79	938	0.8	11.3	7.7	4	0.7	Sep 20
3116	Toyota Boshoku Corporation	0.75	3,008	0.2	99	30	-16	1.1	Sep 20
6473	Jtekt Corp	0.75	2,854	0.4	99	30	-26	1.8	Sep 20
MTOR	Meritor Inc	0.75	2,199	0.8	26.3	24.7	34	2.0	Sep 20
7313	TS Tech Co Ltd	0.73	2,083	0.0	18.1	10.3	-10	1.2	Sep 20
6471	NSK Ltd	0.71	5,066	0.3	14.6	35.8	13	1.5	Sep 20
6902	Denso Corporation	0.71	43,560	0	14.6	35.8	6	1.1	Sep 20
5802	Sumitomo Electric Industries	0.70	11,067	0.2	11.9	11.1	-20	1.3	Sep 20
161390.KS	Hankook Tire & Technology Co.,	0.69	4,458	0.3	10.8	8.3	-2	1.0	Sep 20
ALSN	Allison Transmission Holdings	0.68	5,116	3.8	26.2	16.0	-25	1.2	Sep 20
ALIV-SDB.ST	Autoliv Inc	0.67	7,665	1.3	99	30	-10	1.7	Sep 20
6770	Alps Electric Co Ltd	0.64	3,069	0.2	10.5	7.6	-17	1.8	Sep 20
MGA	Magna International Inc	0.59	23,326	0.9	12.0	12.4	-19	1.4	Sep 20
SUP	Superior Industries Internatio	0.58	129	0.5	2.6	6.1	-1	1.9	Dec 18
5105	Toyo Tire & Rubber Co., Ltd.	0.57	2,442	0.4	8.8	5.9	-22	1.3	Sep 20
BWA	Borg Warner Inc	0.52	8,001	1.1	10.3	8.9	-8	1.6	Sep 20