Rational Investing

Chemicals - Specialty

	Total Market Capitalization of All Firms	349717 mm
	Average Market Capitalization	7948 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.45
	Standard Deviation of MM Ratio	0
	Average Beta	1.22
	Average EV To Revenue	2.78
	Average Price To Free Cash Flow	534.05

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
CCC	Calgon Carbon Corp.	7.8	8,462	13.0	53.1	9	1.04	Dec 17
SCL	Stepan Co.	2.4	2,081	1.2	22.7	2	1.24	Sep 18
IFF	International Flavors And Frag	2.3	13,659	3.8	324.0	20	0.83	Dec 18
SXT	Sensient Technologies Corp.	2.3	2,778	2.5	23.3	2	1.04	Dec 18
BCPC	Balchem Corp.	2.1	2,786	4.9	36.5	2	1.00	Sep 18
CRDA.L	Croda International Plc	2.1	8,673	6.5	3107.7	2	0.89	Jun 18
3405	Kuraray Co.,ltd.	1.9	4,729	0.4	11.6	10	1.00	Dec 18
GRA	Wr Grace And Co.	1.9	5,038	3.6	16.1	7	1.04	Dec 18
KWR	Quaker Chemical Corp.	1.9	2,779	3.3	35.0	5	1.36	Sep 18
NZYMB.CO	Novozymes A/S	1.7	13,091	6.0	173.1	3	1.07	Dec 18
ROL	Rollins Inc	1.7	12,985	6.6	52.6	8	0.66	Dec 18
RPM	Rpm International Inc	1.7	7,791	1.8	96.1	3	1.16	Nov 18
SQM	Chemical & Mining Co. Of Chile	1.7	10,861	5.4	20.1	4	1.08	Sep 18
CMP	Compass Minerals International	1.6	1,829	2.1	17.6	0	1.30	Dec 18
ECL	Ecolab Inc	1.6	48,416	3.9	26.1	6	0.90	Sep 18
SIK.VX	Sika AG	1.6	23,875	3.5	62.2	14	0.66	Jun 18
ASH	Ashland Inc	1.5	4,948	3.0	21.4	-31	1.28	Dec 18
LYB	Lyondellbasell Industries Nv	1.5	34,625	1.1	10.5	14	1.12	Sep 18
WDFC	Wd-40 Co	1.5	2,468	5.9	39.2	5	0.58	Nov 18
FUL	Hb Fuller Co.	1.2	2,520	1.5	10.5	9	1.38	Nov 18
KRO	Kronos Worldwide Inc.	1.2	1,724	1.4	5.4	1	1.90	Sep 18
BAK	Braskem S.a.	1.1	10,316	1.2	8.8	23	0.60	Sep 18
IOSP	Innospec Inc.	1.1	1,819	1.4	19.7	14	1.20	Sep 18
NEU	Newmarket Corp.	1.1	5,097	2.6	24.8	-2	0.66	Dec 18
SGL.DE	SGL Carbon SE	1.1	1,026	1.7	7.5	22	1.33	Sep 18
ALB	Albemarle Corp.	1.0	9,184	3.6	21.9	4	1.56	Sep 18
OMN	Omnova Solutions Inc.	1.0	368	1.0	10.0	-1	2.06	Nov 18
SYNT.L	Synthomer PLC	1.0	1,730	1.3	-85730.9	11	0.97	Jun 18
JMAT.L	Johnson Matthey Plc	0.9	7,762	0.6	13082.0	8	1.39	Sep 18
PAH	Platform Specialty Products Co	0.9	3,167	3.1	8.5	-24	2.18	Sep 18
PPG	Ppg Industries Inc	0.9	25,921	2.0	20.4	0	1.15	Dec 18
WLK	Westlake Chemical Corp.	0.9	9,944	1.7	10.1	11	1.46	Sep 18
CBT	Cabot Corp.	0.8	2,918	1.1	13.9	12	1.34	Dec 18
MEOH	Methanex Corp.	0.8	4,908	1.6	12.0	-1	1.82	Dec 18
VCT.L	Victrex Plc	0.8	2,691	8.2	1813.7	1	1.10	Sep 18
1COV.DE	Covestro AG	0.7	11,564	0.9	5.6	9	0.98	Sep 18
4042	Tosoh Corporation	0.7	4,862	0.1	8.6	10	1.26	Dec 18
ELM.L	Elementis PLC	0.7	1,170	1.8	3124.5	7	1.30	Jun 18
EVK.DE	EVONIK INDUSTRIES AG	0.7	13,408	1.4	27.4	9	0.87	Sep 18
FOE	Ferro Corp	0.7	1,473	1.5	16.7	16	1.66	Sep 18
CC	Chemours Co	0.6	6,430	1.6	7.6	-4	2.05	Dec 18
ORI.AX	Orica Ltd	0.6	4,886	1.3	18.7	7	1.04	Sep 18
5301	Tokai Carbon Co Ltd	0.5	2,927	0.1	3.1	123	1.39	Dec 18
ACET	Aceto Corp.	0.5	31	1.0	-2.3	24	1.57	Mar 18