Rational Investing

	Total Market Capitalization of All Firms	$745,068 mm
	Average Market Capitalization	$31,044 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.1
	Standard Deviation of MM Ratio	0.6
	Average Beta	1.2
	Average EV To Revenue	2.4
	Average EV To EBITDAM	23.9
	Average Price To Free Cash Flow	23.6

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
ROK	Rockwell Automation Inc	2.53	30,253	5.7	46.3	29.8	-6	1.3	Sep 20
WRT1V.HE	Wartsila Oyj Abp	2.24	6,255	1.7	8.8	36.7	-11	1.1	Sep 20
TKA.DE	ThyssenKrupp AG	2.01	6,942	1.2	9.2	30	-20	1.7	Sep 20
CR	Crane Co	1.97	4,835	2.2	35.3	13.8	-13	1.6	Sep 20
HON	Honeywell International Inc	1.86	149,893	5.5	36.7	27.2	-17	1.1	Sep 20
INH.DE	INDUS Holding AG	1.25	987	1.1	5.3	8.0	-8	1.3	Sep 20
CSL	Carlisle Companies Inc.	1.07	8,730	2.3	25.1	15.0	-8	1.0	Sep 20
SIE.DE	Siemens Ag	1.05	123,007	3.1	22.8	25.7	-2	1.1	Sep 20
6503	Mitsubishi Electric Corporatio	1.01	33,922	0.2	24.0	21.7	-15	1.1	Sep 20
VWS.CO	VESTAS WIND SYSTEMS A/S	0.98	44,027	2.8	99	30	32	1.3	Sep 20
ENKAI.IS	Enka Insaat ve Sanayi A.S	0.97	5,486	0	99	30	0	1.0	Sep 20
0001.HK	CK Hutchison Holdings Limited	0.92	28,301	1.3	10.8	13.6	0	1.2	Jun 20
PST.MI	Poste Italiane SpA	0.89	13,115	7.3	8.4	30	1	0.9	Jun 20
SXI	Standex International Corp.	0.83	1,075	2.2	29.4	15.9	5	1.3	Sep 20
GE	General Electric Co	0.81	98,807	2.1	11.3	17.6	12	1.1	Sep 20
MMM	3m Co.	0.81	95,428	3.7	24.4	15.1	1	0.9	Sep 20
000880.KS	HANWHA CORP	0.73	2,133	0.4	9.0	42.1	-1	1.4	Sep 20
DOV	Dover Corp	0.71	18,221	3.0	44.4	18.8	0	1.3	Sep 20
JCI	Johnson Controls Inc	0.67	46,529	2.3	21.1	21.4	9	1.1	Sep 20
0659.HK	NWS Holdings Limited	0.65	4,014	1.5	8	30	1	1.0	Jun 20
PARG.SW	Pargesa Holding SA	0.60	7,693	2.9	33.5	33.7	-2	0.9	Jun 20
SIME.KL	Sime Darby Bhd	0.57	3,893	0.2	2.3	12.6	5	1.1	Sep 20
SMIN.L	Smiths Group Plc	0.54	8,045	3.6	15	30	7	0.9	Jul 20
ALFAA.MX	Alfa SAB de CV	0.49	3,476	0.8	13.6	30	-20	1.7	Sep 20