Rational Investing

	Total Market Capitalization of All Firms	619217 mm
	Average Market Capitalization	32590 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.97
	Standard Deviation of MM Ratio	0
	Average Beta	1.13
	Average EV To Revenue	1.57
	Average Price To Free Cash Flow	119.81

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
HON	Honeywell International Inc	1.3	103,876	2.8	16.0	7	1.06	Sep 18
ROK	Rockwell Automation Inc	1.3	20,571	3.3	16.3	4	1.28	Sep 18
INH.DE	INDUS Holding AG	1.2	1,174	1.0	10.4	6	0.78	Sep 18
SMIN.L	Smiths Group Plc	1.2	7,301	2.8	1384.9	1	0.73	Jul 18
UTX	United Technologies Corp	1.2	90,076	1.9	23.2	8	1.12	Sep 18
GE	General Electric Co	1.1	79,135	1.8	28.9	-3	0.78	Sep 18
TKA.DE	ThyssenKrupp AG	1.1	10,551	0.6	-18.3	-1	1.33	Sep 18
VWS.CO	VESTAS WIND SYSTEMS A/S	1.1	16,580	1.7	175.1	3	1.06	Sep 18
CR	Crane Co	1.0	4,699	1.8	-12.8	18	1.34	Sep 18
MMM	3m Co.	1.0	114,409	3.9	17.9	5	1.05	Sep 18
DOV	Dover Corp	0.9	12,315	2.2	15.9	-5	1.37	Sep 18
6503	Mitsubishi Electric Corporatio	0.8	26,254	0.1	16.1	4	1.15	Sep 18
9735	Secom Co. Ltd.	0.8	18,498	0.1	26.3	4	0.71	Sep 18
WRT1V.HE	Wartsila Oyj Abp	0.8	9,567	1.9	20.3	11	0.89	Sep 18
000880.KS	HANWHA CORP	0.7	2,067	0.3	-4.2	10	1.31	Jun 18
ALFAA.MX	Alfa SAB de CV	0.7	6,519	0.5	14.2	15	1.33	Sep 18
SIE.DE	Siemens Ag	0.7	90,802	1.5	20.6	2	1.03	Sep 18
SIME.KL	Sime Darby Bhd	0.6	3,872	0.2	11.1	10	1.64	Sep 18
SXI	Standex International Corp.	0.6	951	1.5	-31.1	-8	1.58	Sep 18