Rational Investing

	Total Market Capitalization of All Firms	$522,479 mm
	Average Market Capitalization	$74,640 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.1
	Standard Deviation of MM Ratio	0.3
	Average Beta	0.8
	Average EV To Revenue	0.9
	Average EV To EBITDAM	26.0
	Average Price To Free Cash Flow	50.7

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
MGLN	Magellan Health Services Inc	1.52	2,273	0.6	94.6	30	-34	1.2	Sep 20
CNC	Centene Corp.	1.31	36,095	0.7	61.5	30	40	0.5	Sep 20
MOH	Molina Healthcare Inc.	1.31	13,972	0.9	65.5	40.5	10	0.7	Sep 20
CI	Cigna Corporation	1.30	80,208	0.7	29.7	22.1	7	0.8	Sep 20
MMS	Maximus Inc.	1.13	4,925	1.3	21.9	18.8	15	0.9	Sep 20
UNH	Unitedhealth Group Inc	0.89	330,291	1.4	37.3	20.6	5	0.7	Dec 20
HUM	Humana Inc	0.58	54,716	0.8	44.3	20.1	19	0.8	Sep 20