Rational Investing

Auto Parts

	Total Market Capitalization of All Firms	$289,077 mm
	Average Market Capitalization	$5,900 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.4
	Standard Deviation of MM Ratio	0.6
	Average Beta	1.5
	Average EV To Revenue	1.2
	Average EV To EBITDAM	27.0
	Average Price To Free Cash Flow	52.4

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
6592	Mabuchi Motor Co Ltd	2.59	2,874	0.1	37.9	35.5	-25	1.4	Jun 20
6471	NSK Ltd	2.52	4,774	0.7	99	30	-29	1.7	Jun 20
DORM	Dorman Products, Inc.	2.45	2,987	3.2	80.6	30	-5	0.9	Jun 20
WBC	WABCO Holdings Inc	2.36	6,991	3.0	99	43.4	-17	0.8	Mar 20
GNTX	Gentex Corp	2.10	7,524	5.8	29.4	30	-30	1.1	Jun 20
161390.KS	Hankook Tire & Technology Co.,	2.08	3,671	0.3	16.3	22.7	-15	1.1	Jun 20
ALIV-SDB.ST	Autoliv Inc	2.07	7,496	1.3	99	30	-10	1.7	Jun 20
6473	Jtekt Corp	2.02	2,950	0.5	99	30	-28	2.0	Jun 20
5334	NGK SPARK PLUG CO., LTD.	1.94	3,967	0.5	43.0	40.1	-16	1.8	Jun 20
7276	KOITO MANUFACTURING CO., LTD	1.84	8,051	0.1	24.3	21.0	-23	1.4	Jun 20
5105	Toyo Tire & Rubber Co., Ltd.	1.82	2,532	0.4	27.6	17.9	-15	1.2	Jun 20
KBX.DE	Knorr-Bremse Aktiengesellschaf	1.80	19,552	3.7	53.9	29.3	-13	0.7	Jun 20
LEA	Lear Corp	1.75	8,375	1.7	99	30	-29	1.6	Jun 20
7313	TS Tech Co Ltd	1.65	1,985	0.1	99	30	-31	1.2	Jun 20
APTV	Aptiv PLC	1.57	25,859	3.0	99	30	-29	2.1	Jun 20
MGA	Magna International Inc	1.56	17,525	0.8	21.0	23.2	-34	1.6	Jun 20
EO.PA	Faurecia SA	1.52	6,184	0.9	37.9	30	-15	1.8	Jun 20
6770	Alps Electric Co Ltd	1.48	3,355	0.2	54.0	38.8	-22	1.9	Jun 20
VC	Visteon Corporation	1.43	2,526	1.5	89.4	30	-27	1.9	Jun 20
SMP	Standard Motor Products Inc.	1.36	1,042	1.1	26.6	22.2	-13	0.7	Jun 20
STRT	Strattec Security Corp.	1.33	104	0.3	29	30	7	1.3	Dec 18
AXL	American Axle & Manufacturing	1.31	828	1.5	7.4	30	-42	2.7	Jun 20
5802	Sumitomo Electric Industries	1.28	8,901	0.2	99	30	-16	1.3	Jun 20
6923	Stanley Electric Co Ltd	1.21	5,305	0.2	99	30	-12	1.0	Mar 20
ALV	Autoliv Inc	1.19	6,172	1.5	84.9	30	-29	1.8	Jun 20
PIRC.MI	Pirelli & C. S.p.A.	1.18	4,860	2.1	4.1	30	-17	0.9	Jun 20
6472	NTN Corporation	1.12	1,087	1.0	99	30	-29	2.0	Jun 20
7259	AISIN SEIKI CO. LTD.	1.10	9,864	0.6	99	30	-25	1.5	Jun 20
FR.PA	Valeo SA	1.10	7,958	0.9	28	30	-17	1.8	Jun 20
6902	Denso Corporation	1.06	37,086	0	28	30	6	1.1	Jun 20
LKQ	Lkq Corp	1.05	10,324	1.3	22.2	17.9	-10	1.6	Jun 20
5991	NHK SPRING CO. LTD.	1.02	1,585	0.2	99	30	-21	1.3	Jun 20
6674	GS Yuasa Corp	1.02	1,531	0.2	18.3	20.4	-11	1.3	Jun 20
MNRO	Monro Muffler Brake Inc.	1.02	1,508	2.1	45.6	25.2	-11	1.1	Jun 20
MG.TO	Magna International Inc.	0.96	16,700	0.8	24.0	30.2	-34	1.5	Jun 20
POM.PA	Compagnie Plastic Omnium SA	0.94	3,690	0.9	21	29.5	-20	1.7	Jun 20
FOXF	Fox Factory Holding Corp.	0.92	3,317	4.5	86.3	30	6	1.5	Jun 20
MTOR	Meritor Inc	0.87	2,184	0.9	17.2	11.4	-17	2.3	Mar 20
DLPH	Delphi Technologies PLC	0.85	1,497	1.2	17	30	-28	1.4	Jun 20
7282	Toyoda Gosei Co Ltd	0.84	3,250	0.4	99	30	-28	1.5	Jun 20
6995	TOKAI RIKA CO., LTD.	0.82	1,591	0.1	99	30	-27	1.6	Jun 20
BWA	Borg Warner Inc	0.80	8,239	1.4	19.3	21.6	-25	1.6	Jun 20
ALSN	Allison Transmission Holdings	0.77	4,845	3.8	24.9	18.4	-27	1.2	Jun 20
DAN	Dana Holding Corporation	0.75	2,280	0.9	15.8	30	-29	2.4	Jun 20
3116	Toyota Boshoku Corporation	0.71	2,821	0.2	99	30	-24	1.4	Jun 20
TEN	Tenneco Automotive Inc.	0.71	746	0.6	9.2	30	-25	2.7	Jun 20
CVGI	Commercial Vehicle Group Inc.	0.55	187	0.3	4.2	4.0	17	1.3	Mar 19
MOD	Modine Manufacturing Co.	0.50	363	0.4	7.2	5.6	-1	1.9	Mar 19
SUP	Superior Industries Internatio	0.16	36	0.5	2	5.4	-1	1.9	Dec 18