Rational Investing

	Total Market Capitalization of All Firms	$104,992 mm
	Average Market Capitalization	$5,526 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.0
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.2
	Average EV To Revenue	1.4
	Average EV To EBITDAM	19.3
	Average Price To Free Cash Flow	22.2

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
ESNT.L	ESSENTRA PLC	2.26	1,035	1.5	3	30	-5	1.5	Dec 19
OI	Owens-illinois Inc.	1.35	1,720	1.3	11.1	25.5	-14	1.2	Jun 20
SMDS.L	Ds Smith Plc	1.26	4,833	1.2	2.7	30	1	1.1	Oct 19
PKG	Packaging Corp. Of America	1.20	8,977	1.8	15.0	13.2	-7	1.2	Jun 20
SEE	Sealed Air Corp	1.18	6,205	2.1	17.6	14.7	4	1.2	Mar 20
BLL	Ball Corp	1.08	24,918	2.8	25.8	18.2	2	0.7	Mar 20
RPC.L	RPC Group PLC	1.00	4,245	1.4	7.9	30	10	0.9	Sep 18
CCK	Crown Holdings Inc.	0.97	9,956	1.7	46.1	22.4	-7	1.2	Jun 20
GPK	Graphic Packaging Holding Comp	0.96	4,261	1.1	14.4	11.4	4	1.2	Jun 20
ARD	Ardagh Group SA	0.88	3,446	1.6	9.0	17.3	-3	1.3	Jun 20
ATR	Aptargroup Inc.	0.86	7,435	3.1	44.3	21.7	-1	0.7	Mar 20
GEF	Greif Inc	0.82	1,797	1.0	37.3	8.0	7	1.1	Apr 20
TUP	Tupperware Brands Corporation	0.80	738	1.3	15.1	15.3	-19	3.4	Jun 20
7947	FP Corp	0.77	3,448	0.4	46.0	18.3	3	0.5	Jun 20
SKG.L	SMURFIT KAPPA GROUP PLC	0.68	7,646	1.4	15.0	30	5	1.0	Jun 16
5901	Toyo Seikan Kaisha Ltd	0.58	2,147	0.3	34.1	30	1	1.1	Mar 20
BERY	Berry Plastics Group Inc	0.57	6,954	1.5	52.8	8.9	39	1.3	Jun 20
SLGN	Silgan Holdings Inc.	0.57	4,230	1.4	20.7	14.4	3	0.8	Jun 20
TCL.A.TO	Transcontinental Inc	0.51	1,003	0.8	4.9	6.8	3	0.8	Jan 20