Rational Investing

	Total Market Capitalization of All Firms	$81,265 mm
	Average Market Capitalization	$7,388 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.4
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.1
	Average EV To Revenue	0.4
	Average EV To EBITDAM	24.4
	Average Price To Free Cash Flow	53.5

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
KSS	Kohls Corp	2.29	3,363	0.8	20.6	30	-21	1.2	Apr 20
3099	Isetan Mitsukoshi Holdings Ltd	1.81	2,126	0.2	99	30	-10	1.2	Mar 20
8242	H2O RETAILING CORPORATION	1.74	775	0.2	99	30	-5	1.1	Mar 20
WALMEXV.MX	Wal Mart de Mexico SAB de CV	1.71	42,425	0.1	33.0	26.9	9	1.0	Mar 20
8233	Takashimaya Company, Limited	1.36	1,333	0.5	99	30	-1	1.0	Feb 20
8267	Aeon Co.,ltd.	1.14	19,478	0.4	99	30	1	0.7	Feb 20
QRTEA	Qurate Retail Group, Inc	1.02	3,991	0.9	5.1	11.8	-5	1.3	Mar 20
8273	Izumi Co Ltd.	1.00	2,150	0.2	11.7	23.0	1	1.0	Feb 20
023530.KS	Lotte Shopping Company Limited	0.97	1,913	0.8	99	30	-6	1.2	Mar 20
3086	J.front Retailing Co.,ltd	0.96	1,667	0.6	19.0	17.5	4	1.4	Feb 20
M	Macy`s, Inc.	0.87	2,044	0.2	3.6	9.2	-2	1.5	Jan 20