Rational Investing

Electronics Components & Equipment

	Total Market Capitalization of All Firms	$90,078 mm
	Average Market Capitalization	$5,630 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.5
	Standard Deviation of MM Ratio	0.7
	Average Beta	1.3
	Average EV To Revenue	2.5
	Average EV To EBITDAM	22.7
	Average Price To Free Cash Flow	30.7

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
2327.TW	Yageo Corporation	2.93	5,646	1.7	53.9	30	-44	2.0	Mar 20
KN	KNOWLES CORP	2.53	1,469	2.2	16	16.4	-15	1.3	Jun 20
MPWR	Monolithic Power Systems Inc.	2.27	12,633	17.9	91.4	30	12	1.3	Mar 20
KEM	Kemet Corp.	2.00	1,572	1.7	23.2	15.8	-14	1.7	Mar 20
4901	FUJIFILM Holdings Corp	1.83	23,674	0.3	23.4	19.8	-5	0.6	Mar 20
FN	Fabrinet	1.70	2,864	1.8	34.3	35.7	4	1.0	Mar 20
OSIS	Osi Systems Inc.	1.53	1,343	1.2	22.6	13.4	1	0.9	Mar 20
TDY	Teledyne Technologies Inc.	1.42	11,666	3.7	45.6	26.7	8	1.0	Mar 20
2409.TW	AU Optronics Corp	1.34	3,255	0.5	9.9	30	-18	1.6	Mar 20
ST	Sensata Technologies Holding N	1.22	6,394	3.0	20.1	17.8	-7	1.0	Mar 20
009150.KS	Samsung Electro-Mechanics Co.,	1.04	8,672	0.2	17.6	37.4	11	1.3	Mar 20
MEI	Methode Electronics Inc.	1.01	1,093	1.5	9.1	7.7	-7	1.2	Apr 20
3481.TW	Innolux Corporation	0.83	2,667	0.3	8.1	30	-14	1.8	Mar 20
AEIS	Advanced Energy Industries Inc	0.79	2,936	2.3	76.8	13.6	89	1.3	Mar 20
AVT	Avnet Inc.	0.78	2,887	0.3	28.9	30	-9	1.3	Mar 20
TTMI	Ttm Technologies Inc.	0.62	1,306	1.3	10.6	9.6	-19	1.8	Jun 20