Rational Investing

	Total Market Capitalization of All Firms	$412,579 mm
	Average Market Capitalization	$58,940 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.0
	Standard Deviation of MM Ratio	0.2
	Average Beta	0.9
	Average EV To Revenue	1.4
	Average EV To EBITDAM	25.8
	Average Price To Free Cash Flow	47.9

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
CNC	Centene Corp.	1.39	37,392	0.6	63.7	30	32	1.0	Mar 20
MGLN	Magellan Health Services Inc	1.02	1,799	0.3	12.6	10.9	1	1.2	Jun 20
MOH	Molina Healthcare Inc.	0.97	12,165	0.8	24.0	24.7	1	0.7	Mar 20
UNH	Unitedhealth Group Inc	0.97	298,464	1.3	69.8	20.8	4	0.7	Jun 20
HMSY	Hms Holdings Corp.	0.86	2,819	4.2	32.4	21.9	15	1.0	Mar 20
MMS	Maximus Inc.	0.86	4,896	1.5	35.7	23.0	15	0.9	Mar 20
HUM	Humana Inc	0.67	55,046	0.8	96.7	49.6	15	1.0	Mar 20