Rational Investing

	Total Market Capitalization of All Firms	$628,581 mm
	Average Market Capitalization	$31,429 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.3
	Standard Deviation of MM Ratio	0
	Average Beta	1.2
	Average EV To Revenue	1.8
	Average Price To Free Cash Flow	234.9

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
CR	Crane Co	2.1	5,115	1.7	25.3	4	1.4	Sep 19
ROK	Rockwell Automation Inc	2.0	23,944	4.0	29.1	2	1.4	Sep 19
SMIN.L	Smiths Group Plc	2.0	8,865	4.1	3429.8	3	0.7	Jul 19
6503	Mitsubishi Electric Corporatio	1.8	31,024	0.1	17.6	5	1.3	Sep 19
SXI	Standex International Corp.	1.8	993	1.6	12.5	3	1.4	Sep 19
JCI	Johnson Controls Inc	1.5	37,494	1.8	64.4	5	0.9	Sep 19
HON	Honeywell International Inc	1.3	130,688	3.8	21.9	-5	1.1	Sep 19
TKA.DE	ThyssenKrupp AG	1.3	7,693	0.6	-3.2	23	1.3	Sep 19
MMM	3m Co.	1.2	102,455	3.6	15.9	3	1.1	Sep 19
WRT1V.HE	Wartsila Oyj Abp	1.2	7,161	1.7	23.5	-7	0.9	Sep 19
ENKAI.IS	Enka Insaat ve Sanayi A.S	1.1	5,597	0		0	1.0	Sep 19
ALFAA.MX	Alfa SAB de CV	1.0	4,137	0.5	7.7	-4	1.2	Sep 19
DOV	Dover Corp	1.0	17,243	2.8	21.0	6	1.4	Sep 19
INH.DE	INDUS Holding AG	1.0	1,003	0.9	6.3	7	0.9	Sep 19
SIME.KL	Sime Darby Bhd	1.0	3,715	0.2	11.0	6	1.5	Sep 19
CSL	Carlisle Companies Inc.	0.9	9,099	2.1	35.9	12	1.0	Sep 19
GE	General Electric Co	0.9	102,644	2.4	21.7	-14	1.2	Sep 19
VWS.CO	VESTAS WIND SYSTEMS A/S	0.9	19,416	1.7	232.9	19	1.2	Sep 19
SIE.DE	Siemens Ag	0.7	108,899	1.6	16.2	11	1.1	Sep 19
000880.KS	HANWHA CORP	0.5	1,394	0.3	-4.7	8	1.3	Jun 18