Rational Investing

Chemicals - Specialty

	Total Market Capitalization of All Firms	365966 mm
	Average Market Capitalization	8317 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.23
	Standard Deviation of MM Ratio	0
	Average Beta	1.23
	Average EV To Revenue	2.75
	Average Price To Free Cash Flow	343.59

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.	2.7	1,934	1.1	25.2	5	1.05	Sep 18
ROL	Rollins Inc	2.0	13,268	7.3	73.8	9	0.66	Jun 18
GRA	Wr Grace And Co.	1.9	4,377	3.2	-19.3	16	1.24	Sep 18
SXT	Sensient Technologies Corp.	1.9	2,916	2.6	18.2	0	0.87	Sep 18
KWR	Quaker Chemical Corp.	1.6	2,726	3.1	30.8	12	1.32	Jun 18
PPG	Ppg Industries Inc	1.6	27,463	2.2	17.2	6	1.40	Sep 18
RPM	Rpm International Inc	1.6	8,577	1.8	23.9	10	1.36	Aug 18
ORI.AX	Orica Ltd	1.5	4,789	1.3	48.9	4	1.07	Mar 18
CRDA.L	Croda International Plc	1.4	8,259	6.2	3094.8	3	0.88	Jun 18
OMN	Omnova Solutions Inc.	1.4	382	1.0	12.5	1	1.94	Aug 18
WDFC	Wd-40 Co	1.4	2,353	5.6	33.5	6	0.66	Aug 18
FUL	Hb Fuller Co.	1.3	2,354	1.6	-7.7	39	1.38	Aug 18
ALB	Albemarle Corp.	1.2	11,346	3.9	31.1	12	1.55	Jun 18
IOSP	Innospec Inc.	1.2	1,816	1.3	32.2	19	1.09	Sep 18
NZYMB.CO	Novozymes A/S	1.2	14,471	6.3	215.2	3	1.11	Jun 18
SGL.DE	SGL Carbon SE	1.1	1,268	2.0	-573.1	22	1.23	Jun 18
ASH	Ashland Inc	1.0	5,144	2.3	73.9	8	1.20	Jun 18
BAK	Braskem S.a.	1.0	21,603	2.0	14.3	17	0.66	Jun 18
BCPC	Balchem Corp.	1.0	2,905	4.7	33.3	12	0.90	Jun 18
ECL	Ecolab Inc	1.0	45,812	3.6	20.4	9	0.96	Jun 18
LYB	Lyondellbasell Industries Nv	1.0	36,984	1.1	9.5	17	1.13	Jun 18
NEU	Newmarket Corp.	1.0	4,829	2.3	23.4	7	0.75	Jun 18
SIK.VX	Sika AG	1.0	23,406	3.5	51.6	12	0.66	Jun 18
ACET	Aceto Corp.	0.9	56	1.0	-2.3	24	1.57	Mar 18
ELM.L	Elementis PLC	0.9	1,178	1.8	5384.6	8	1.18	Jun 18
IFF	International Flavors And Frag	0.9	11,683	3.7	38.0	9	0.89	Sep 18
SYNT.L	Synthomer PLC	0.9	1,934	1.3	-34786.6	20	0.79	Jun 18
WLK	Westlake Chemical Corp.	0.9	9,256	1.5	9.6	17	1.52	Sep 18
3405	Kuraray Co.,ltd.	0.8	5,274	0.1	-7.7	22	1.00	Jun 18
CBT	Cabot Corp.	0.8	3,140	1.2	17.5	10	1.42	Sep 18
CMP	Compass Minerals International	0.8	1,746	2.0	13.7	14	1.07	Sep 18
FOE	Ferro Corp	0.8	1,634	1.5	21.2	22	1.60	Jun 18
VCT.L	Victrex Plc	0.8	2,920	8.3	2225.2	22	1.17	Mar 18
4042	Tosoh Corporation	0.7	4,540	0.1	7.0	9	1.30	Sep 18
CC	Chemours Co	0.6	5,750	1.4	7.2	19	2.40	Jun 18
JMAT.L	Johnson Matthey Plc	0.6	7,252	0.5	1316.0	13	1.34	Mar 18
SQM	Chemical & Mining Co. Of Chile	0.6	11,809	5.0	18.2	20	1.08	Jun 18
1COV.DE	Covestro AG	0.5	13,043	1.0	9.1	11	0.77	Jun 18
5301	Tokai Carbon Co Ltd	0.5	3,046	0.2	13.2	62	1.32	Jun 18
EVK.DE	EVONIK INDUSTRIES AG	0.5	14,321	1.4	17.0	11	0.82	Jun 18
MEOH	Methanex Corp.	0.5	5,219	1.6	7.9	40	2.00	Sep 18
PAH	Platform Specialty Products Co	0.5	3,193	3.0	9.5	-22	2.71	Sep 18
KRO	Kronos Worldwide Inc.	0.4	1,532	1.2	4.6	13	2.14	Jun 18