Rational Investing

Auto Parts

	Total Market Capitalization of All Firms	$314,416 mm
	Average Market Capitalization	$6,288 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.1
	Standard Deviation of MM Ratio	0
	Average Beta	1.4
	Average EV To Revenue	0.8
	Average Price To Free Cash Flow	25.4

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
6770	Alps Electric Co Ltd	2.3	4,719	0.1	12.5	2	1.5	Sep 19
5802	Sumitomo Electric Industries	1.9	11,066	0.2	17.6	4	1.2	Sep 19
6902	Denso Corporation	1.7	32,926	0	34.8	6	1.1	Sep 19
5334	NGK SPARK PLUG CO., LTD.	1.6	3,817	0.3	23.3	5	1.6	Sep 19
7276	KOITO MANUFACTURING CO., LTD	1.6	7,007	0.2	20.8	2	1.3	Sep 19
MTOR	Meritor Inc	1.6	1,901	0.7	26.2	8	2.1	Sep 19
DLPH	Delphi Technologies PLC	1.5	862	0.6	11.4	-5	1.2	Sep 19
6472	NTN Corporation	1.4	1,524	0.6	-5.0	-2	2.0	Sep 19
6592	Mabuchi Motor Co Ltd	1.4	2,587	0.0	21.9	3	1.5	Sep 19
COIC.ST	Concentric AB	1.4	660	0.5	10.1	5	1.3	Mar 19
FR.PA	Valeo SA	1.4	7,264	0.6	-131.1	7	1.4	Jun 19
6471	NSK Ltd	1.3	4,689	0.3	17.0	-4	1.8	Sep 19
7313	TS Tech Co Ltd	1.3	1,931	0.0	10.1	0	1.1	Sep 19
APTV	Aptiv PLC	1.3	22,845	1.9	19.4	-2	1.9	Sep 19
6923	Stanley Electric Co Ltd	1.2	4,722	0.1	12.5	3	1.0	Sep 19
EO.PA	Faurecia SA	1.2	6,463	0.5	17.1	0	1.9	Jun 19
MGA	Magna International Inc	1.2	16,520	0.5	9.2	4	1.4	Sep 19
7282	Toyoda Gosei Co Ltd	1.1	2,998	0.2	21.5	7	1.3	Sep 19
MNRO	Monro Muffler Brake Inc.	1.1	2,349	2.1	36.7	7	0.8	Sep 19
5105	Toyo Tire & Rubber Co., Ltd.	1.0	1,934	0.4	4.0	2	1.1	Sep 19
7259	AISIN SEIKI CO. LTD.	1.0	9,904	0.2	23.7	1	1.5	Sep 19
HFD.L	Halfords Group	1.0	458	0.5	419.7	0	0.2	Mar 19
ORLY	Oreilly Automotive Inc.	1.0	33,411	3.5	26.0	9	0.7	Sep 19
SMP	Standard Motor Products Inc.	1.0	1,129	1.0	27.7	8	1.0	Sep 19
STRT	Strattec Security Corp.	1.0	76	0.3	-25.6	7	1.3	Dec 18
TEN	Tenneco Automotive Inc.	1.0	540	0.7	-0.1	56	2.2	Sep 19
WBC	WABCO Holdings Inc	1.0	6,962	2.4	19.4	-6	1.2	Sep 19
5949	Unipres Corp	0.9	615	0.0	18.7	2	1.3	Jun 19
ALV	Autoliv Inc	0.9	6,478	1.1	16.5	-3	1.4	Sep 19
GNTX	Gentex Corp	0.9	7,777	3.9	15.6	8	1.1	Sep 19
LEA	Lear Corp	0.9	8,106	0.4	10.7	7	1.5	Sep 19
LKQ	Lkq Corp	0.9	10,381	1.2	32.0	6	1.3	Sep 19
VC	Visteon Corporation	0.9	2,335	1.0	15.8	5	1.7	Sep 19
6674	GS Yuasa Corp	0.8	1,716	0.2	15.1	6	0.9	Sep 19
ALSN	Allison Transmission Holdings	0.8	5,638	2.9	9.7	5	1.3	Sep 19
AZO	Autozone Inc	0.8	27,740	2.6	16.5	6	0.7	Nov 19
DAN	Dana Holding Corporation	0.8	2,287	0.6	-2.4	6	2.1	Sep 19
POM.PA	Compagnie Plastic Omnium SA	0.8	3,815	0.6	11.4	33	1.6	Jun 19
5991	NHK SPRING CO. LTD.	0.7	2,013	0.1	8.3	1	1.2	Sep 19
6473	Jtekt Corp	0.7	3,733	0.2	15.0	1	1.8	Sep 19
6995	TOKAI RIKA CO., LTD.	0.7	1,668	0.1	6.7	3	1.4	Sep 19
DORM	Dorman Products, Inc.	0.7	2,440	2.3	18.9	8	0.7	Sep 19
GPC	Genuine Parts Co	0.7	14,045	0.9	-1191.4	9	0.9	Sep 19
3116	Toyota Boshoku Corporation	0.6	2,774	0.1	16.0	9	1.2	Sep 19
AAP	Advance Auto Parts Inc	0.6	9,973	1.1	13.0	4	0.9	Sep 19
AXL	American Axle & Manufacturing	0.6	1,056	0.8	2.5	1	2.0	Sep 19
BWA	Borg Warner Inc	0.6	7,951	1.0	9.4	-1	1.8	Sep 19
CVGI	Commercial Vehicle Group Inc.	0.5	165	0.3	4.7	17	1.3	Mar 19
MOD	Modine Manufacturing Co.	0.5	366	0.4	17.7	-1	1.9	Mar 19
SUP	Superior Industries Internatio	0.4	82	0.5	2.5	-1	1.9	Dec 18