Rational Investing

	Total Market Capitalization of All Firms	244245 mm
	Average Market Capitalization	17446 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.96
	Standard Deviation of MM Ratio	0.05
	Average Beta	0.83
	Average EV To Revenue	1.15
	Average Price To Free Cash Flow	472.88

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
FRED	Fred`s Inc	1.9	121	0.2	1.3	-5	1.06	Jul 18
TUES	Tuesday Morning Corp	1.5	140	0.2	27.4	2	1.28	Jun 18
DLTR	Dollar Tree Stores Inc	1.1	20,017	1.1	20.7	5	0.69	Jul 18
BIG	Big Lots Inc	1.0	1,659	0.4	15.2	0	1.07	Jul 18
BURL	Burlington Stores Inc	1.0	10,584	1.7	38.3	10	0.66	Jul 18
PSMT	Pricesmart Inc.	1.0	2,384	0.8	53.4	5	1.12	May 18
ROST	Ross Stores Inc	1.0	36,517	2.4	26.8	11	1.09	Jul 18
2651	Lawson, Inc	0.9	6,312	0.4	18.3	5	0.50	May 18
7532	Don Quijote Co Ltd	0.9	9,483	0.3	-22.3	14	0.58	Jun 18
DG	Dollar General Corp	0.9	29,936	1.3	30.5	9	0.87	Jul 18
BME.L	B&M European Value Retail SA	0.8	5,018	1.5	5826.7	24	0.67	Mar 18
TJX	Tjx Companies Inc	0.8	67,260	1.7	28.1	11	0.70	Jul 18
DOL.TO	Dollarama Inc	0.7	10,008	3.3	32.5	8	0.58	Jul 18
TGT	Target Corp	0.7	44,808	0.7	28.2	6	0.71	Jul 18