Rational Investing

	Total Market Capitalization of All Firms	850186 mm
	Average Market Capitalization	30364 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.30
	Standard Deviation of MM Ratio	0
	Average Beta	1.13
	Average EV To Revenue	6.26
	Average Price To Free Cash Flow	484.40

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
GNS.L	Genus Plc	2.2	2,664	5.3	6649.8	8	0.96	Jun 19
CSL.AX	CSL Ltd.	2.0	86,404	10.1	174.1	5	1.00	Jun 19
HALO	Halozyme Therapeutics Inc	1.8	2,791	19.8	-49.6	2	1.64	Jun 19
QIA.DE	Qiagen NV	1.7	10,675	8.2	36.5	5	0.85	Jun 19
ILMN	Illumina Inc.	1.6	48,060	13.5	40.1	10	1.03	Sep 19
ALXN	Alexion Pharmaceuticals Inc	1.5	24,935	5.6	14.6	20	1.58	Sep 19
BIIB	Biogen Idec	1.5	57,624	4.4	11.5	8	1.08	Sep 19
CBM	Cambrex Corp.	1.5	2,019	3.7	-15.0	18	2.01	Sep 19
QGEN	Qiagen Nv	1.5	9,621	7.5	36.4	5	1.01	Sep 19
CRL	Charles River Laboratories Hol	1.4	7,129	3.4	-109.9	15	1.08	Sep 19
IQV	IQVIA Holdings Inc	1.4	28,821	3.6	46.9	6	0.80	Jun 19
JAZZ	Jazz Pharmaceuticals plc	1.4	8,502	4.6	10.7	16	1.15	Sep 19
UCB.BR	UCB SA	1.4	15,573	3.6	16.7	6	0.73	Jun 19
AMGN	Amgen Inc	1.2	142,628	7.4	13.2	1	1.09	Sep 19
GILD	Gilead Sciences Inc	1.2	85,296	5.3	10.9	-4	1.11	Sep 19
LONN.SW	Lonza Group AG	1.2	25,228	5.3	61.3	2	1.15	Jun 19
ALKS	Alkermes, Inc.	1.1	3,384	3.1	91.5	8	1.66	Sep 19
CELG	Celgene Corp	1.1	73,280	5.8	12.3	5	1.61	Dec 18
ERF.PA	Eurofins Scientific SE	1.1	9,678	2.8	-26.4	25	0.90	Jun 19
REGN	Regeneron Pharmaceuticals Inc	1.1	39,609	5.1	13.9	19	1.13	Sep 19
BTG.L	Btg Plc	1.0	4,272	5.5	2312.8	25	0.78	Sep 18
SHPG	Shire Plc	1.0	53,371	4.3	9.5	12	1.21	Sep 18
VEC.L	Vectura Group PLC	1.0	686	3.8	1891.0	12	0.79	Dec 18
VRTX	Vertex Pharmaceuticals Inc.	1.0	56,416	15.1	46.4	24	1.40	Sep 19
GEN.CO	Genmab A/S	0.9	15,189	3.6	54.8	39	1.18	Sep 19
ICLR	Icon Plc	0.9	8,754	3.2	21.2	11	0.73	Sep 19
INCY	Incyte Corp.	0.9	20,526	9.3	29.9	18	0.96	Sep 19
PRAH	PRA Health Sciences Inc	0.8	7,051	2.5	19.5	12	1.09	Sep 19