Rational Investing

	Total Market Capitalization of All Firms	$135,871 mm
	Average Market Capitalization	$7,151 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0.5
	Average Beta	1.1
	Average EV To Revenue	1.6
	Average EV To EBITDAM	21.1
	Average Price To Free Cash Flow	24.1

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
OI	Owens-illinois Inc.	2.27	2,964	1.3	8.8	12.7	2	1.7	Mar 21
BLL	Ball Corp	2.14	26,411	2.7	80.5	36.9	14	0.7	Mar 21
SEE	Sealed Air Corp	2.00	8,818	2.5	18.1	14.8	1	1.2	Mar 21
ARD	Ardagh Group SA	1.63	5,763	1.8	24.4	30.3	9	1.2	Mar 21
GPK	Graphic Packaging Holding Comp	1.51	5,406	1.3	17.6	14.9	5	1.2	Mar 21
ESNT.L	ESSENTRA PLC	1.50	1,340	1.8	3.2	40	5	1.6	Dec 20
ATR	Aptargroup Inc.	1.42	9,527	3.4	61.1	23.2	9	0.7	Mar 21
PKG	Packaging Corp. Of America	1.16	13,549	2.3	22.3	16.8	5	0.9	Mar 21
SKG.L	SMURFIT KAPPA GROUP PLC	1.06	12,670	2.0	23.1	40	5	1.0	Jun 16
SMDS.L	Ds Smith Plc	1.03	8,436	1.9	4.4	40	1	1.3	Oct 20
RPC.L	RPC Group PLC	1.00	4,549	1.5	7.9	40	10	0.9	Sep 18
SLGN	Silgan Holdings Inc.	0.99	4,653	1.4	21.8	10.6	15	0.8	Mar 21
BERY	Berry Plastics Group Inc	0.97	8,914	1.4	9.5	14.4	17	1.3	Mar 21
5901	Toyo Seikan Kaisha Ltd	0.94	2,960	0.2	13.0	15.4	-1	1.0	Mar 21
GEF	Greif Inc	0.83	1,643	0.9	12.2	10.0	9	1.1	Apr 21
TUP	Tupperware Brands Corporation	0.79	1,192	1.0	6.9	6.4	13	2.7	Mar 21
CCK	Crown Holdings Inc.	0.71	13,580	1.7	16.5	11.6	9	1.2	Mar 21
7947	FP Corp	0.64	1,648	0.4	99	14.5	7	0.4	Mar 21
TCL.A.TO	Transcontinental Inc	0.57	1,847	1.1	7.9	9.2	7	1.1	Jan 21