Rational Investing

Information Technology Services

	Total Market Capitalization of All Firms	482447 mm
	Average Market Capitalization	13784 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.94
	Standard Deviation of MM Ratio	0
	Average Beta	0.99
	Average EV To Revenue	2.52
	Average Price To Free Cash Flow	387.24

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
AVV.L	Aveva Group	1.4	2,932	3.0	-696.6	95	1.44	Mar 18
UIS	Unisys Corp	1.4	969	1.3	569.5	4	1.44	Jun 18
AZPN	Aspen Technology, Inc	1.3	8,334	16.3	47.1	4	1.24	Jun 18
TYL	Tyler Technologies Inc.	1.3	8,954	9.5	555.8	12	0.85	Jun 18
2327	NS Solutions Corporation	1.2	3,398	0.1	19.1	2	0.99	Jun 18
9613	Ntt Data Corporation	1.2	19,363	0.6	31.4	4	0.61	Jun 18
HCLTECH.NS	HCL Technologies Ltd	1.2	20,541	2.4	1580.5	8	0.62	Jun 18
MSCI	Msci Inc	1.2	15,840	12.1	29.3	17	0.89	Jun 18
NLSN	Nielsen Hldg NV	1.2	9,706	2.7	12.0	3	0.96	Jun 18
NSIT	Insight Enterprises Inc.	1.2	1,915	0.3	9.8	18	1.18	Jun 18
CSC	Computer Sciences Corp	1.1	13,077	2.1	77.1	6	0.91	Dec 16
ACXM	Acxiom Corp	1.0	3,824	4.3	23.0	4	1.32	Jun 18
NCR	Ncr Corp	1.0	4,547	1.3	18.3	-1	1.71	Jun 18
PAY	VeriFone Holdings	1.0	2,579	1.8	16.0	0	1.46	Apr 18
6702	Fujitsu Ltd.	0.9	14,762	0.2	10.4	2	1.27	Jun 18
ATE.PA	Alten SA	0.9	3,456	1.6	12.3	12	0.79	Dec 17
IBM	International Business Machine	0.9	137,497	2.5	14.2	4	0.87	Jun 18
SOP.PA	Sopra Steria Group SA	0.9	3,258	1.1	22.4	6	0.83	Jun 18
SYNA	Synaptics Inc.	0.9	1,540	0.9	19.1	2	0.85	Jun 18
SYNT	Syntel Inc.	0.9	3,409	3.7	18.5	10	0.89	Jun 18
WKL.AS	WOLTERS KLUWER	0.9	17,769	4.8	25.0	-1	0.87	Jun 18
4307	Nomura Research Institute,ltd.	0.8	12,514	0.2	19.3	7	0.73	Jun 18
4684	OBIC Co., Ltd.	0.8	8,464	0.2	46.1	12	0.70	Jun 18
6701	NEC Corporation	0.8	6,987	0.3	69.3	5	0.86	Jun 18
CCC.L	Computacenter Plc	0.8	2,078	0.5	8899.6	19	0.66	Jun 18
4689	Yahoo Japan Corporation	0.7	19,890	0.2	21.7	10	1.10	Jun 18
4704	Trend Micro Incorporated	0.7	8,607	0.1	38.5	11	1.04	Jun 18
4739	Itochu Techno-solutions	0.7	5,234	0.0	29.3	6	0.77	Jun 18
7518	Net One Systems Co., Ltd	0.7	2,035	0.1	31.4	8	0.86	Jun 18
ACN	Accenture plc	0.7	105,622	2.6	24.4	14	0.96	May 18
ENV	Envestnet, Inc.	0.7	2,736	3.7	-54.4	18	1.83	Jun 18
ALT.PA	Altran Technologies SA	0.6	1,455	1.9	-0.8	17	0.87	Jun 18
BC8.DE	Bechtle AG	0.6	4,374	1.1	53.4	17	0.73	Jun 18
SOW.DE	Software AG	0.6	3,511	4.3	23.5	3	0.66	Jun 18
SYKE	Sykes Enterprises Inc.	0.6	1,268	0.9	24.3	7	0.78	Jun 18