Rational Investing

Auto Parts

	Total Market Capitalization of All Firms	$324,418 mm
	Average Market Capitalization	$7,053 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.3
	Standard Deviation of MM Ratio	0.5
	Average Beta	1.4
	Average EV To Revenue	1.1
	Average EV To EBITDAM	21.2
	Average Price To Free Cash Flow	43.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
APTV	Aptiv PLC	3.19	20,540	1.9	29.0	30	-5	2.1	Mar 20
WBC	WABCO Holdings Inc	2.36	6,991	3.0	99	43.4	-17	0.8	Mar 20
AAP	Advance Auto Parts Inc	2.21	10,004	1.2	99	30	-4	1.2	Mar 20
ALV	Autoliv Inc	1.98	5,862	1.1	18.9	13.6	-10	1.7	Mar 20
6674	GS Yuasa Corp	1.92	1,467	0.2	10.8	10.5	-4	1.1	Mar 20
GPC	Genuine Parts Co	1.89	12,396	0.8	26.0	18.2	0	1.1	Mar 20
LEA	Lear Corp	1.87	6,990	1.6	99	30	-9	1.5	Mar 20
MNRO	Monro Muffler Brake Inc.	1.82	1,812	2.1	54.7	30	3	1.1	Mar 20
DORM	Dorman Products, Inc.	1.76	2,289	2.3	69.5	30	1	0.8	Mar 20
6472	NTN Corporation	1.71	1,141	0.6	99	30	-11	2.0	Dec 19
ALSN	Allison Transmission Holdings	1.54	4,743	2.8	7.9	11.5	-5	1.3	Mar 20
KBX.DE	Knorr-Bremse Aktiengesellschaf	1.45	17,339	2.8	31.3	16.7	8	0.7	Sep 19
6473	Jtekt Corp	1.40	2,820	0.3	99	30	-9	1.9	Mar 20
5802	Sumitomo Electric Industries	1.37	9,387	0.2	22.9	21.1	-3	1.2	Mar 20
FOXF	Fox Factory Holding Corp.	1.36	2,842	3.3	73.9	44.1	17	1.6	Mar 20
MGA	Magna International Inc	1.31	14,667	0.5	9.2	8.6	-12	1.5	Mar 20
6471	NSK Ltd	1.30	4,176	0.4	12.2	10.3	-16	1.7	Dec 19
PIRC.MI	Pirelli & C. S.p.A.	1.25	4,557	1.7	4.1	8.7	4	1.1	Dec 19
FR.PA	Valeo SA	1.23	6,277	0.6	23.4	30	2	1.6	Dec 19
6995	TOKAI RIKA CO., LTD.	1.19	1,427	0.1	14.2	12.3	-5	1.5	Mar 20
BWA	Borg Warner Inc	1.19	7,035	1.0	9.5	8.9	-6	1.6	Mar 20
5334	NGK SPARK PLUG CO., LTD.	1.18	3,359	0.4	21.6	23.2	-1	1.6	Mar 20
ORLY	Oreilly Automotive Inc.	1.18	32,857	3.4	30.4	21.7	5	1.0	Mar 20
6592	Mabuchi Motor Co Ltd	1.12	2,282	0.0	21.8	22.2	-10	1.4	Mar 20
7259	AISIN SEIKI CO. LTD.	1.12	9,400	0.3	97.2	27.3	-8	1.5	Mar 20
MTOR	Meritor Inc	1.12	1,773	0.8	21.2	16.0	-17	2.3	Mar 20
SMP	Standard Motor Products Inc.	1.08	931	0.9	17.6	17.0	-7	0.8	Mar 20
7313	TS Tech Co Ltd	1.06	1,977	0.0	99	37.4	-19	1.1	Mar 20
DLPH	Delphi Technologies PLC	1.06	1,206	0.9	13.7	30	-14	1.4	Mar 20
6902	Denso Corporation	1.04	30,673	0	13.7	30	6	1.1	Mar 20
VC	Visteon Corporation	1.03	2,071	1.0	35.9	26.4	-7	1.8	Mar 20
6923	Stanley Electric Co Ltd	1.02	4,365	0.2	99	30	-12	1.1	Mar 20
LKQ	Lkq Corp	1.01	8,858	1.0	28.2	18.9	-1	1.6	Mar 20
7276	KOITO MANUFACTURING CO., LTD	0.98	6,956	0.2	20.8	20.7	-1	1.4	Dec 19
6770	Alps Electric Co Ltd	0.96	2,804	0.2	17.3	33.6	-9	1.7	Mar 20
GNTX	Gentex Corp	0.95	6,893	3.8	18.4	21.1	-1	1.1	Mar 20
7282	Toyoda Gosei Co Ltd	0.91	2,834	0.2	99	19.5	-7	1.4	Mar 20
DAN	Dana Holding Corporation	0.90	1,936	0.6	7.3	11.0	-11	2.4	Mar 20
5105	Toyo Tire & Rubber Co., Ltd.	0.88	2,186	0.4	99	9.8	-6	1.0	Mar 20
MG.TO	Magna International Inc.	0.87	14,011	0.5	11.7	10.2	-12	1.5	Mar 20
AXL	American Axle & Manufacturing	0.81	877	1.0	7.8	17.5	-17	2.3	Mar 20
AZO	Autozone Inc	0.74	28,026	2.7	19.7	14.9	4	0.9	Feb 20
3116	Toyota Boshoku Corporation	0.73	2,663	0.1	99	23.7	-6	1.3	Mar 20
POM.PA	Compagnie Plastic Omnium SA	0.72	3,219	0.6	12.0	20.0	6	1.8	Dec 19
EO.PA	Faurecia SA	0.55	5,793	0.6	37.6	7.4	5	1.8	Dec 19
5991	NHK SPRING CO. LTD.	0.44	1,706	0.1	99	6.7	-1	1.2	Mar 20