Rational Investing

	Total Market Capitalization of All Firms	415857 mm
	Average Market Capitalization	27724 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.06
	Standard Deviation of MM Ratio	0
	Average Beta	0.83
	Average EV To Revenue	1.17
	Average Price To Free Cash Flow	669.48

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
DLTR	Dollar Tree Stores Inc	2.0	25,686	1.3	49.6	3	0.62	Jul 19
BME.L	B&M European Value Retail SA	1.7	4,404	1.4	8890.8	8	0.97	Mar 19
BURL	Burlington Stores Inc	1.3	13,319	1.9	46.2	11	0.46	Jul 19
ROST	Ross Stores Inc	1.3	40,775	2.6	27.8	6	0.86	Jul 19
TUES	Tuesday Morning Corp	1.2	73	0.1	29.3	0	1.52	Mar 19
COST	Costco Wholesale Corp	1.0	132,184	0.9	135.7	6	0.91	Aug 19
DG	Dollar General Corp	0.9	40,686	1.6	41.3	9	0.54	Jul 19
PSMT	Pricesmart Inc.	0.9	2,295	0.7	57.1	2	1.00	Aug 19
TGT	Target Corp	0.9	55,856	0.9	22.5	4	0.50	Jul 19
TJX	Tjx Companies Inc	0.9	72,416	1.8	27.2	6	0.67	Jul 19
7532	Pan Pacific International Hold	0.8	10,442	0.5	-3.9	47	0.50	Jun 19
2651	Lawson, Inc	0.7	5,797	0.3	9.5	7	0.50	Aug 19
DOL.TO	Dollarama Inc	0.7	11,060	3.3	27.6	9	0.82	Jul 19
BIG	Big Lots Inc	0.6	860	0.3	5.7	2	1.35	Jul 19
FRED	Fred`s Inc	0.1	5	0.1	2.4	-20	1.30	Oct 18