Rational Investing

	Total Market Capitalization of All Firms	$92,124 mm
	Average Market Capitalization	$5,419 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.0
	Standard Deviation of MM Ratio	0.3
	Average Beta	1.1
	Average EV To Revenue	1.4
	Average EV To EBITDAM	20.3
	Average Price To Free Cash Flow	20.2

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
SEE	Sealed Air Corp	1.41	5,052	1.8	14.2	15.1	4	1.1	Mar 20
ESNT.L	ESSENTRA PLC	1.35	962	1.4	2.9	30	-5	1.4	Dec 19
PKG	Packaging Corp. Of America	1.33	9,719	1.8	15.0	13.5	-2	1.3	Mar 20
SMDS.L	Ds Smith Plc	1.22	5,862	1.4	3.4	30	1	1.1	Oct 19
SLGN	Silgan Holdings Inc.	1.14	3,624	1.3	24.6	19.8	0	0.7	Mar 20
OI	Owens-illinois Inc.	1.10	1,319	1.1	7.1	30	-3	1.6	Mar 20
BLL	Ball Corp	1.02	24,095	2.7	24.8	17.7	2	0.7	Mar 20
7947	FP Corp	1.01	3,293	0.4	33.7	30.3	3	0.5	Mar 20
RPC.L	RPC Group PLC	1.00	4,046	1.4	7.9	30	10	0.9	Sep 18
ARD	Ardagh Group SA	0.90	2,978	1.5	8.6	12.2	-3	1.3	Mar 20
CCK	Crown Holdings Inc.	0.85	9,114	1.5	43.3	21.1	0	1.2	Mar 20
ATR	Aptargroup Inc.	0.77	7,082	3.0	41.5	20.7	-1	0.7	Mar 20
5901	Toyo Seikan Kaisha Ltd	0.73	2,316	0.3	18.5	30	-2	1.1	Dec 19
BERY	Berry Plastics Group Inc	0.71	5,908	1.6	44.9	18.7	27	1.3	Mar 20
GEF	Greif Inc	0.66	1,636	0.8	33.9	8.5	16	1.1	Jan 20
GPK	Graphic Packaging Holding Comp	0.61	4,305	1.1	14.6	11.4	4	1.2	Mar 20
TCL.A.TO	Transcontinental Inc	0.42	814	0.7	4.0	6.3	3	0.8	Jan 20