Rational Investing

	Total Market Capitalization of All Firms	431564 mm
	Average Market Capitalization	26973 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.93
	Standard Deviation of MM Ratio	0
	Average Beta	0.86
	Average EV To Revenue	1.16
	Average Price To Free Cash Flow	204.39

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
DLTR	Dollar Tree Stores Inc	1.8	21,837	1.1	35.0	5	0.62	Oct 19
BME.L	B&M European Value Retail SA	1.2	4,909	1.3	2678.7	20	0.99	Sep 19
TUES	Tuesday Morning Corp	1.2	73	0.1	29.3	0	1.52	Mar 19
2651	Lawson, Inc	1.0	5,769	0.8	37.7	8	0.50	Nov 19
COST	Costco Wholesale Corp	1.0	134,023	0.9	33.1	7	0.91	Nov 19
ROST	Ross Stores Inc	1.0	43,240	2.7	28.5	9	0.83	Oct 19
BURL	Burlington Stores Inc	0.9	15,075	2.2	35.8	11	0.56	Oct 19
DOL.TO	Dollarama Inc	0.9	11,025	3.3	31.4	9	0.89	Oct 19
TGT	Target Corp	0.9	60,273	0.9	36.4	7	0.56	Oct 19
DG	Dollar General Corp	0.8	40,948	1.6	31.3	9	0.50	Oct 19
7532	Pan Pacific International Hold	0.7	10,451	0.4	-6.2	47	0.50	Sep 19
BJ	Bjs Wholesale Club Inc.	0.7	3,114	0.4	38.5	3	1.03	Oct 19
PSMT	Pricesmart Inc.	0.7	1,970	0.6	21.6	7	0.91	Nov 19
TJX	Tjx Companies Inc	0.7	77,723	1.9	22.3	7	0.66	Oct 19
BIG	Big Lots Inc	0.5	1,129	0.3	3.9	1	1.44	Oct 19
FRED	Fred`s Inc	0.1	5	0.1	2.4	-20	1.30	Oct 18