Rational Investing

Electronics Components & Equipment

	Total Market Capitalization of All Firms	$124,421 mm
	Average Market Capitalization	$8,295 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.9
	Standard Deviation of MM Ratio	0.2
	Average Beta	1.3
	Average EV To Revenue	2.5
	Average EV To EBITDAM	16.7
	Average Price To Free Cash Flow	28.6

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
OSIS	Osi Systems Inc.	1.38	1,773	1.7	20.0	14.5	3	0.7	Mar 21
FN	Fabrinet	1.29	3,571	2.0	27.8	23.8	13	1.0	Mar 21
AEIS	Advanced Energy Industries Inc	1.16	4,063	2.9	38.4	18.3	7	1.7	Mar 21
TDY	Teledyne Technologies Inc.	1.07	15,395	4.8	41.0	25.0	9	1.1	Mar 21
MEI	Methode Electronics Inc.	1.01	1,875	2.1	17.7	15.4	4	1.2	Jan 21
4901	FUJIFILM Holdings Corp	0.97	28,707	0.3	20.6	11.8	3	0.5	Dec 20
2327.TW	Yageo Corporation	0.90	8,812	0.8	71.2	12.1	61	2.0	Mar 21
MPWR	Monolithic Power Systems Inc.	0.89	16,091	13.9	85.1	40	37	0.9	Mar 21
2409.TW	AU Optronics Corp	0.87	7,906	0.4	10.5	14.3	34	2.0	Mar 21
AVT	Avnet Inc.	0.78	4,233	0.3	15.9	11.0	7	1.5	Mar 21
ST	Sensata Technologies Holding N	0.75	9,374	3.8	27.6	19.5	16	1.4	Mar 21
TTMI	Ttm Technologies Inc.	0.75	1,603	1.1	15	15.2	5	1.6	Mar 21
009150.KS	Samsung Electro-Mechanics Co.,	0.70	11,499	0.2	13.9	10.7	6	1.2	Mar 21
KN	KNOWLES CORP	0.59	1,857	2.2	15.0	10.5	21	1.3	Mar 21
3481.TW	Innolux Corporation	0.57	7,663	0.2	8.9	7.7	32	2.1	Mar 21