Rational Investing

Auto Parts

	Total Market Capitalization of All Firms	340899 mm
	Average Market Capitalization	6818 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.21
	Standard Deviation of MM Ratio	0
	Average Beta	1.38
	Average EV To Revenue	0.84
	Average Price To Free Cash Flow	49.16

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
6472	NTN Corporation	2.6	1,768	0.6	-77.7	-1	2.02	Jun 19
6471	NSK Ltd	2.2	5,599	0.3	17.2	-4	1.83	Sep 19
6770	Alps Electric Co Ltd	2.2	4,932	0.2	798.1	3	1.50	Jun 19
6902	Denso Corporation	1.9	36,704	0	34.8	6	1.10	Sep 19
7276	KOITO MANUFACTURING CO., LTD	1.9	8,661	0.2	23.7	3	1.34	Sep 19
FR.PA	Valeo SA	1.8	9,365	0.7	-25.3	5	1.41	Jun 19
SMP	Standard Motor Products Inc.	1.8	1,163	1.0	18.4	8	1.04	Sep 19
5334	NGK SPARK PLUG CO., LTD.	1.7	4,333	0.3	24.3	5	1.63	Sep 19
5991	NHK SPRING CO. LTD.	1.7	2,187	0.1	-112.3	2	1.20	Jun 19
GNTX	Gentex Corp	1.7	7,279	3.8	15.7	6	1.14	Sep 19
WBC	WABCO Holdings Inc	1.6	6,900	2.4	23.0	-6	1.28	Sep 19
6592	Mabuchi Motor Co Ltd	1.5	2,892	0.0	24.9	-1	1.55	Sep 19
MTOR	Meritor Inc	1.5	2,020	0.7	8.4	8	2.11	Jun 19
5802	Sumitomo Electric Industries	1.4	11,624	0.2	15.6	4	1.23	Sep 19
TEN	Tenneco Automotive Inc.	1.4	724	0.7	-0.3	54	2.23	Sep 19
APTV	Aptiv PLC	1.3	23,801	2.0	19.4	-2	1.90	Sep 19
DORM	Dorman Products, Inc.	1.3	2,389	2.4	20.9	1	0.66	Sep 19
EO.PA	Faurecia SA	1.3	7,273	0.6	31.9	0	1.82	Jun 19
ALSN	Allison Transmission Holdings	1.2	5,816	3.1	9.5	0	1.31	Sep 19
ALV	Autoliv Inc	1.2	7,269	1.1	21.0	-1	1.43	Sep 19
BWA	Borg Warner Inc	1.2	9,242	1.1	9.5	0	1.76	Sep 19
MGA	Magna International Inc	1.2	17,829	0.6	10.8	1	1.46	Jun 19
5105	Toyo Tire & Rubber Co., Ltd.	1.1	2,274	0.4	10.5	2	1.22	Jun 19
6923	Stanley Electric Co Ltd	1.1	5,005	0.1	11.7	1	0.96	Jun 19
7282	Toyoda Gosei Co Ltd	1.1	3,125	0.2	55.2	8	1.32	Sep 19
ORLY	Oreilly Automotive Inc.	1.1	34,853	3.7	28.8	9	0.73	Sep 19
VC	Visteon Corporation	1.1	2,630	1.1	17.3	5	1.74	Sep 19
5949	Unipres Corp	1.0	743	0.0	18.7	2	1.27	Jun 19
6473	Jtekt Corp	1.0	4,629	0.2	19.3	1	1.81	Jun 19
7259	AISIN SEIKI CO. LTD.	1.0	11,505	0.2	26.0	2	1.46	Sep 19
7313	TS Tech Co Ltd	1.0	2,210	0.0	9.9	0	1.16	Sep 19
COIC.ST	Concentric AB	1.0	455	0.5	10.1	5	1.29	Mar 19
LEA	Lear Corp	1.0	7,592	0.5	75.0	-1	1.42	Sep 19
STRT	Strattec Security Corp.	1.0	78	0.3	-25.6	7	1.28	Dec 18
DLPH	Delphi Technologies PLC	0.9	1,031	0.7	13.7	-1	1.26	Jun 19
HFD.L	Halfords Group	0.9	407	0.4	419.7	0	0.18	Mar 19
6674	GS Yuasa Corp	0.8	1,757	0.2	92.9	0	0.85	Jun 19
AZO	Autozone Inc	0.8	29,168	2.7	18.1	9	0.66	Aug 19
GPC	Genuine Parts Co	0.8	15,311	0.9	71.5	10	0.95	Sep 19
LKQ	Lkq Corp	0.8	11,162	1.2	19.1	8	1.28	Jun 19
MNRO	Monro Muffler Brake Inc.	0.8	2,394	2.1	22.1	8	0.79	Jun 19
POM.PA	Compagnie Plastic Omnium SA	0.8	4,108	0.6	28.6	31	1.61	Jun 19
3116	Toyota Boshoku Corporation	0.7	2,957	0.1	16.7	9	1.24	Sep 19
6995	TOKAI RIKA CO., LTD.	0.7	1,866	0.1	6.6	3	1.45	Sep 19
AAP	Advance Auto Parts Inc	0.7	11,666	1.3	17.2	2	0.85	Sep 19
AXL	American Axle & Manufacturing	0.7	1,120	0.8	2.5	1	2.05	Sep 19
CVGI	Commercial Vehicle Group Inc.	0.6	216	0.4	4.7	17	1.32	Mar 19
DAN	Dana Holding Corporation	0.5	2,413	0.6	-4.7	4	2.08	Sep 19
MOD	Modine Manufacturing Co.	0.5	382	0.4	17.7	-1	1.86	Mar 19
SUP	Superior Industries Internatio	0.3	72	0.5	2.5	-1	1.91	Dec 18