Rational Investing

	Total Market Capitalization of All Firms	$593,415 mm
	Average Market Capitalization	$24,726 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.2
	Average EV To Revenue	2.1
	Average EV To EBITDAM	25.0
	Average Price To Free Cash Flow	27.9

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
6503	Mitsubishi Electric Corporatio	2.11	29,432	0.1	40.6	31.2	-11	1.2	Jun 20
ROK	Rockwell Automation Inc	1.76	25,728	4.7	52.3	33.6	-7	1.5	Jun 20
JCI	Johnson Controls Inc	1.74	36,758	2.1	28.2	23.9	-10	1.1	Jun 20
DOV	Dover Corp	1.73	15,571	3.0	67.8	26.6	-13	1.3	Jun 20
WRT1V.HE	Wartsila Oyj Abp	1.68	4,351	1.1	6.3	28.8	-1	1.2	Mar 20
0001.HK	CK Hutchison Holdings Limited	1.53	23,086	1.4	17.9	23.0	-6	1.1	Jun 20
HON	Honeywell International Inc	1.29	115,536	4.1	27.2	23.6	-11	1.0	Jun 20
ENKAI.IS	Enka Insaat ve Sanayi A.S	1.11	4,481	0	27.2	23.6	0	1.0	Jun 20
SMIN.L	Smiths Group Plc	1.08	6,682	3.0	13.2	30	11	0.9	Jan 20
GE	General Electric Co	1.05	52,848	2.6	6.1	30	-29	1.0	Jun 20
MMM	3m Co.	1.04	92,471	3.9	24.3	15.7	-6	1.0	Jun 20
PST.MI	Poste Italiane SpA	1.04	11,556	7.5	7.6	30	-3	0.9	Jun 20
PARG.SW	Pargesa Holding SA	1.02	6,887	3.2	26.4	38.5	-2	0.9	Jun 20
VWS.CO	VESTAS WIND SYSTEMS A/S	1.01	29,825	2.0	99	30	27	1.3	Jun 20
SIME.KL	Sime Darby Bhd	0.97	3,836	0.2	2.4	11.4	-1	1.4	Jun 20
ALFAA.MX	Alfa SAB de CV	0.94	2,980	0.7	13.2	30	-11	1.8	Jun 20
SIE.DE	Siemens Ag	0.88	112,245	2.3	12.9	13.3	-18	1.2	Jun 20
SXI	Standex International Corp.	0.80	746	1.9	17.5	16.5	-8	1.3	Jun 20
000880.KS	HANWHA CORP	0.78	1,547	0.4	99	30	-2	1.6	Jun 20
TKA.DE	ThyssenKrupp AG	0.76	3,339	1.3	4.6	30	-19	1.6	Jun 20
CR	Crane Co	0.73	2,967	1.5	49.5	19.0	-16	1.4	Jun 20
INH.DE	INDUS Holding AG	0.67	738	0.9	2.9	5.9	-10	1.1	Jun 20
CSL	Carlisle Companies Inc.	0.61	6,733	1.9	16.8	13.4	-10	0.9	Jun 20
0659.HK	NWS Holdings Limited	0.60	3,073	0.7	6.1	41.4	5	0.8	Dec 19