Rational Investing

	Total Market Capitalization of All Firms	$428,611 mm
	Average Market Capitalization	$61,230 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.3
	Average EV To Revenue	3.1
	Average EV To EBITDAM	13.2
	Average Price To Free Cash Flow	11.7

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
CMCSA	Comcast Corp	1.82	262,620	3.5	20.6	16.5	1	1.0	Mar 21
CHTR	Charter Communications Inc	1.57	130,297	4.1	25.0	12.4	7	1.0	Mar 21
DISCA	Discovery Holding Co.	1.42	5,198	1.9	5.7	4.6	3	1.3	Mar 21
0880.HK	SJM Holdings Limited	1.05	6,449	7.0	8.8	40	34	1.1	Dec 20
DISH	Dish Network Corp	0.90	11,565	1.3	10.1	6.4	31	2.0	Mar 21
AMCX	AMC Networks Inc	0.83	2,001	1.8	5.7	5.5	-2	1.2	Mar 21
LBTYK	Liberty Global Inc.	0.57	10,481	1.9	6.2	7.1	15	1.3	Mar 21