Rational Investing

	Total Market Capitalization of All Firms	$291,042 mm
	Average Market Capitalization	$13,229 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.9
	Standard Deviation of MM Ratio	0
	Average Beta	1.1
	Average EV To Revenue	0.7
	Average Price To Free Cash Flow	148.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
HUBG	Hub Group Inc.	2.3	1,883	0.6	29.8	8	1.5	Sep 19
AAWW	Atlas Air Worldwide Holdings I	1.3	640	1.1	-18.7	7	2.0	Sep 19
DPW.DE	Deutsche Post AG	1.1	45,280	1.0	13.6	8	1.0	Sep 19
EXPD	Expeditors International	1.1	12,786	1.5	22.5	7	0.9	Sep 19
XPO	XPO Logistics Inc	1.1	10,029	0.9	8.9	-2	2.3	Sep 19
9075	Fukuyama Transporting Co Ltd	1.0	1,943	0.4	13.5	9	0.6	Sep 19
9301	Mitsubishi Logistics Corp	1.0	2,263	0.4	25.9	7	1.2	Sep 19
CHRW	C.h. Robinson Worldwide Inc	1.0	10,873	0.8	32.5	-2	0.7	Sep 19
BPOST.BR	bpost NV	0.9	2,066	0.9	7.1	0	1.2	Sep 19
DSV.CO	DSV A/S	0.9	23,128	0.4	-14.9	14	0.9	Sep 19
FDX	Fedex Corp	0.9	40,146	0.9	2159.7	-1	1.6	Nov 19
9062	NIPPON EXPRESS CO. LTD.	0.8	5,835	0.2	21.1	1	0.9	Sep 19
9303	The Sumitomo Warehouse Co., Lt	0.8	1,168	0.4	10.6	9	1.0	Sep 19
BOL.PA	Bollore SA	0.8	11,874	0.9	15.1	15	0.7	Jun 19
9065	Sankyu Inc	0.7	3,287	0.1	16.4	3	1.0	Sep 19
TFII.TO	TFI International	0.7	2,852	0.9	10.6	2	1.4	Sep 19
9064	YAMATO HOLDINGS CO. LTD.	0.6	6,926	0.1	14.9	5	0.5	Sep 19
ATSG	Air Transport Services Group	0.6	1,299	1.9	54.2	63	1.0	Sep 19
RMG.L	Royal Mail PLC	0.6	2,657	0.3	435.8	4	0.8	Sep 19
UPS	United Parcel Service Inc	0.6	100,416	1.7	38.2	7	1.1	Sep 19
9076	SEINO HOLDINGS CO. LTD	0.5	2,786	0.2	33.1	8	1.1	Sep 19
PNL.AS	PostNL NV	0.5	905	0.6	2.4	-6	1.3	Sep 19