Rational Investing

	Total Market Capitalization of All Firms	$535,950 mm
	Average Market Capitalization	$31,526 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.9
	Standard Deviation of MM Ratio	0.5
	Average Beta	0.9
	Average EV To Revenue	1.5
	Average EV To EBITDAM	23.9
	Average Price To Free Cash Flow	50.7

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
TJX	Tjx Companies Inc	1.97	82,968	2.6	43.7	28.5	-23	1.0	Oct 20
PSMT	Pricesmart Inc.	1.44	3,011	0.9	52.4	30.0	5	0.9	Nov 20
ROST	Ross Stores Inc	1.26	41,642	2.6	67.5	25.5	2	1.0	Oct 20
BJ	Bjs Wholesale Club Inc.	1.25	5,776	0.5	41.9	30.2	17	0.7	Oct 20
BIG	Big Lots Inc	0.88	2,028	0.4	31.3	18.0	16	2.3	Oct 20
BURL	Burlington Stores Inc	0.81	16,754	2.4	99	28.5	0	0.9	Oct 20
DOL.TO	Dollarama Inc	0.78	12,775	3.6	23.9	16.8	9	0.9	Oct 20
COST	Costco Wholesale Corp	0.71	159,369	0.9	99	30	15	0.6	Nov 20
FIVE	Five Below, Inc.	0.69	10,559	5.5	99	43.1	3	1.2	Oct 20
139480.KS	E-MART Inc.	0.61	4,242	0.2	99	39.2	12	0.5	Sep 20
DLTR	Dollar Tree Stores Inc	0.61	25,732	1.2	27.3	14.8	8	0.8	Oct 20
TGT	Target Corp	0.61	98,932	1.2	26.7	13.9	19	1.0	Oct 20
DG	Dollar General Corp	0.59	53,446	1.7	26.2	18.7	19	0.6	Oct 20
7532	Pan Pacific International Hold	0.52	13,967	0.3	99	37.1	4	0.3	Sep 20
2651	Lawson, Inc	0.32	4,732	0.6	22.5	25.6	-7	0.5	Nov 20
TUES	Tuesday Morning Corp	0.22	13	0.1	2	3.3	0	1.5	Mar 19
FRED	Fred`s Inc	0.06	5	0.1	2	2.6	-20	1.3	Oct 18