Rational Investing

	Total Market Capitalization of All Firms	465159 mm
	Average Market Capitalization	51684 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.05
	Standard Deviation of MM Ratio	0
	Average Beta	0.87
	Average EV To Revenue	1.28
	Average Price To Free Cash Flow	40.38

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
HMSY	Hms Holdings Corp.	1.8	2,502	4.6	29.0	1	1.12	Sep 19
MOH	Molina Healthcare Inc.	1.3	8,568	0.6	30.1	-8	1.11	Sep 19
WCG	Wellcare Health Plans Inc.	1.1	16,956	0.7	66.8	42	0.92	Sep 19
AET	Aetna Inc.	1.0	70,636	1.3	14.0	2	0.69	Sep 18
CNC	Centene Corp.	0.9	26,676	0.4	90.1	32	0.91	Sep 19
HUM	Humana Inc	0.9	49,499	0.9	35.5	9	0.90	Sep 19
MGLN	Magellan Health Services Inc	0.9	1,870	0.3	48.2	5	0.66	Sep 19
UNH	Unitedhealth Group Inc	0.9	283,648	1.3	24.1	8	0.68	Sep 19
MMS	Maximus Inc.	0.8	4,804	1.4	25.6	17	0.82	Sep 19