Rational Investing

	Total Market Capitalization of All Firms	$111,615 mm
	Average Market Capitalization	$10,147 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.8
	Standard Deviation of MM Ratio	0.3
	Average Beta	1.2
	Average EV To Revenue	0.6
	Average EV To EBITDAM	23.1
	Average Price To Free Cash Flow	39.2

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
WALMEXV.MX	Wal Mart de Mexico SAB de CV	1.37	56,930	0.1	26.5	18.2	2	0.5	Mar 21
8233	Takashimaya Company, Limited	1.18	1,980	0.5	99	38.5	-6	1.1	Feb 21
8242	H2O RETAILING CORPORATION	1.05	1,061	0.2	13.3	16.4	-12	1.3	Dec 20
DDS	Dillards Inc	0.99	2,907	0.7	4.6	3.1	12	0.8	Apr 21
3086	J.front Retailing Co.,ltd	0.94	2,661	1.8	40.9	22.1	2	1.5	Feb 21
3099	Isetan Mitsukoshi Holdings Ltd	0.86	2,915	0.4	99	40	4	1.4	Mar 21
023530.KS	Lotte Shopping Company Limited	0.80	3,158	0.9	99	47.6	0	1.2	Mar 21
M	Macy`s, Inc.	0.57	5,857	0.6	18.8	42.9	0	2.0	Apr 21
8267	Aeon Co.,ltd.	0.51	23,027	0.3	18.8	15.4	1	0.8	Feb 21
8273	Izumi Co Ltd.	0.49	2,752	0.2	7.9	7.0	1	0.9	Feb 21
KSS	Kohls Corp	0.46	8,365	0.6	3.2	3.3	33	2.0	Apr 21