Rational Investing

Electronics Components & Equipment

	Total Market Capitalization of All Firms	$124,886 mm
	Average Market Capitalization	$7,805 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.3
	Standard Deviation of MM Ratio	0.5
	Average Beta	1.3
	Average EV To Revenue	3.0
	Average EV To EBITDAM	21.9
	Average Price To Free Cash Flow	42.9

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
AVT	Avnet Inc.	3.02	3,923	0.3	39.3	30	-4	1.5	Sep 20
009150.KS	Samsung Electro-Mechanics Co.,	1.87	13,968	0.2	70.2	23.5	3	1.3	Sep 20
2409.TW	AU Optronics Corp	1.43	4,988	0.3	9.3	13.2	-6	1.5	Sep 20
3481.TW	Innolux Corporation	1.40	4,681	0.2	13.6	24.5	4	1.6	Sep 20
4901	FUJIFILM Holdings Corp	1.24	31,212	0.3	35.8	23.7	-7	0.5	Sep 20
FN	Fabrinet	1.21	3,241	1.9	34.8	33.9	5	1.1	Sep 20
OSIS	Osi Systems Inc.	1.16	1,676	1.8	19.8	14.1	-5	0.8	Sep 20
MPWR	Monolithic Power Systems Inc.	1.14	17,750	21.4	99	30	32	1.0	Sep 20
TTMI	Ttm Technologies Inc.	1.12	1,494	1.4	11.9	17.7	-19	1.6	Sep 20
TDY	Teledyne Technologies Inc.	1.11	14,104	4.8	55.4	25.0	-1	1.0	Sep 20
2327.TW	Yageo Corporation	1.03	9,236	1.6	99	30	35	2.0	Sep 20
AEIS	Advanced Energy Industries Inc	1.00	4,544	3.4	99	11.4	87	1.7	Sep 20
KEM	Kemet Corp.	1.00	1,572	1.7	23.2	15.8	-14	1.7	Mar 20
ST	Sensata Technologies Holding N	0.83	9,093	4.5	27.4	21.2	-21	1.4	Sep 20
KN	KNOWLES CORP	0.80	1,822	2.5	19.9	15.6	-7	1.4	Sep 20
MEI	Methode Electronics Inc.	0.78	1,582	2.0	28.2	20.7	-5	1.2	Oct 20