Rational Investing

	Total Market Capitalization of All Firms	$105,511 mm
	Average Market Capitalization	$5,553 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0
	Average Beta	1.1
	Average EV To Revenue	1.4
	Average Price To Free Cash Flow	486.4

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
SEE	Sealed Air Corp	2.1	5,766	1.9	16.6	6	1.0	Sep 19
CCK	Crown Holdings Inc.	1.7	10,150	1.6	-32.2	6	1.4	Sep 19
BLL	Ball Corp	1.5	24,078	2.7	25.0	2	0.7	Sep 19
PKG	Packaging Corp. Of America	1.5	9,983	1.8	16.4	0	1.6	Sep 19
SLGN	Silgan Holdings Inc.	1.5	3,472	1.3	14.0	1	0.8	Sep 19
SMDS.L	Ds Smith Plc	1.5	6,391	1.4	4274.3	7	1.1	Oct 19
OI	Owens-illinois Inc.	1.4	1,943	1.1	4.4	3	1.5	Sep 19
ATR	Aptargroup Inc.	1.1	7,401	2.8	35.9	11	0.7	Sep 19
ESNT.L	ESSENTRA PLC	1.1	1,466	1.7	2608.9	3	1.5	Jun 19
7947	FP Corp	1.0	2,600	0.5	22.9	5	0.5	Sep 19
BMS	Bemis Co Inc	1.0	5,222	1.3	26.7	-2	1.1	Mar 19
RPC.L	RPC Group PLC	1.0	4,219	1.4	-73196.5	10	0.9	Sep 18
ARD	Ardagh Group SA	0.8	4,807	1.6	8.7	-13	1.0	Sep 19
BERY	Berry Plastics Group Inc	0.8	6,059	1.6	-26.1	26	1.3	Sep 19
GEF	Greif Inc	0.8	2,116	0.9	202.9	18	1.3	Oct 19
5901	Toyo Seikan Kaisha Ltd	0.7	3,568	0.3	10.6	4	1.0	Sep 19
GPK	Graphic Packaging Holding Comp	0.7	4,851	1.2	22.6	7	1.4	Sep 19
TCL.A.TO	Transcontinental Inc	0.7	1,040	0.8	-27.0	26	0.9	Apr 19
TUP	Tupperware Brands Corporation	0.5	379	0.9	6.0	-8	0.9	Sep 19