Rational Investing

	Total Market Capitalization of All Firms	680104 mm
	Average Market Capitalization	35795 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.92
	Standard Deviation of MM Ratio	0
	Average Beta	1.11
	Average EV To Revenue	1.62
	Average Price To Free Cash Flow	116.02

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
TKA.DE	ThyssenKrupp AG	1.4	13,099	0.8	-28.0	-8	1.24	Jun 18
CR	Crane Co	1.2	5,223	2.0	-12.2	19	1.24	Jun 18
DOV	Dover Corp	1.2	12,837	2.2	17.4	-7	1.32	Jun 18
GE	General Electric Co	1.1	108,746	1.9	13.7	2	0.82	Jun 18
SXI	Standex International Corp.	1.1	1,256	1.6	15.9	11	1.38	Jun 18
HON	Honeywell International Inc	1.0	113,968	3.1	20.7	7	0.99	Jun 18
SMIN.L	Smiths Group Plc	1.0	6,669	2.6	1491.9	1	0.76	Jul 18
6503	Mitsubishi Electric Corporatio	0.9	26,758	0.1	17.4	3	1.18	Jun 18
MMM	3m Co.	0.9	119,266	4.0	20.9	6	1.11	Jun 18
ROK	Rockwell Automation Inc	0.9	21,013	3.4	29.0	11	1.17	Jun 18
SIE.DE	Siemens Ag	0.9	93,569	1.6	15.4	2	1.05	Jun 18
UTX	United Technologies Corp	0.9	102,784	2.1	19.7	8	0.97	Jun 18
WRT1V.HE	Wartsila Oyj Abp	0.9	9,615	2.0	22.5	5	0.71	Mar 18
9735	Secom Co. Ltd.	0.8	18,055	0.1	18.4	6	0.84	Jun 18
VWS.CO	VESTAS WIND SYSTEMS A/S	0.8	13,658	1.4	118.6	5	1.21	Jun 18
SIME.KL	Sime Darby Bhd	0.7	4,088	0.2	12.3	8	1.56	Jun 18
000880.KS	HANWHA CORP	0.6	1,786	0.3	-3.7	10	1.44	Jun 18
INH.DE	INDUS Holding AG	0.6	1,337	1.1	9.9	6	0.72	Jun 18
ALFAA.MX	Alfa SAB de CV	0.5	6,377	0.4	12.6	22	1.38	Sep 18