Rational Investing

	Total Market Capitalization of All Firms	$354,933 mm
	Average Market Capitalization	$27,303 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.6
	Standard Deviation of MM Ratio	0.2
	Average Beta	0.7
	Average EV To Revenue	1.1
	Average EV To EBITDAM	18.9
	Average Price To Free Cash Flow	384.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
2651	Lawson, Inc	1.04	5,295	0.8	82.5	30	7	0.5	Nov 19
BME.L	B&M European Value Retail SA	0.77	3,325	1.0	4142.4	30	20	0.9	Sep 19
COST	Costco Wholesale Corp	0.77	126,971	0.8	92.3	30	9	0.7	Feb 20
7532	Pan Pacific International Hold	0.69	11,505	0.4	-7.2	30.2	44	0.3	Dec 19
DG	Dollar General Corp	0.66	42,039	1.5	30.4	18.1	8	0.5	Jan 20
DOL.TO	Dollarama Inc	0.66	8,536	2.7	29.0	18.0	9	1.1	Oct 19
ROST	Ross Stores Inc	0.63	27,466	1.6	28.9	13.7	6	0.7	Jan 20
BJ	Bjs Wholesale Club Inc.	0.61	3,555	0.4	52.4	15.0	3	0.7	Jan 20
TGT	Target Corp	0.61	47,721	0.7	19.4	12.0	5	0.6	Jan 20
PSMT	Pricesmart Inc.	0.59	1,640	0.5	68.1	9.1	7	1.0	Nov 19
DLTR	Dollar Tree Stores Inc	0.56	16,754	0.8	23.0	14.3	7	0.5	Jan 20
BURL	Burlington Stores Inc	0.51	9,336	1.3	26.3	13.1	10	0.6	Jan 20
TJX	Tjx Companies Inc	0.37	50,790	1.2	17.4	12.1	8	0.9	Jan 20