Rational Investing

	Total Market Capitalization of All Firms	$122,833 mm
	Average Market Capitalization	$6,465 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.9
	Standard Deviation of MM Ratio	0.3
	Average Beta	1.2
	Average EV To Revenue	1.6
	Average EV To EBITDAM	19.8
	Average Price To Free Cash Flow	28.2

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
BLL	Ball Corp	1.71	32,235	3.5	96.3	28.6	0	0.7	Sep 20
SMDS.L	Ds Smith Plc	1.55	6,053	1.4	3.3	30	1	1.1	Oct 19
SEE	Sealed Air Corp	1.21	7,041	2.2	19.0	12.5	3	1.2	Sep 20
ATR	Aptargroup Inc.	1.07	7,980	3.2	99	24.7	2	0.7	Sep 20
PKG	Packaging Corp. Of America	1.07	12,449	2.3	29.5	21.0	-5	1.1	Sep 20
7947	FP Corp	1.06	1,797	0.4	49.8	15.8	3	0.5	Sep 20
BERY	Berry Plastics Group Inc	1.04	7,098	1.4	6.0	9.1	8	1.3	Sep 20
RPC.L	RPC Group PLC	1.00	4,300	1.4	7.9	30	10	0.9	Sep 18
GEF	Greif Inc	0.98	2,403	1.2	49.8	10.0	-2	1.1	Jul 20
ESNT.L	ESSENTRA PLC	0.78	1,042	1.6	3	30	-9	1.5	Jun 20
ARD	Ardagh Group SA	0.75	4,342	1.8	18.4	21.2	-10	1.2	Sep 20
CCK	Crown Holdings Inc.	0.73	12,967	1.8	35.0	20.2	-1	1.2	Sep 20
GPK	Graphic Packaging Holding Comp	0.69	4,580	1.1	15.5	14.7	6	1.1	Sep 20
SKG.L	SMURFIT KAPPA GROUP PLC	0.68	7,745	1.4	15.0	30	5	1.0	Jun 16
5901	Toyo Seikan Kaisha Ltd	0.66	2,059	0.3	24.0	30	-6	1.1	Sep 20
OI	Owens-illinois Inc.	0.62	1,933	1.3	12.5	16.5	-8	1.7	Sep 20
TUP	Tupperware Brands Corporation	0.62	1,752	1.6	9.7	8.0	-3	3.1	Sep 20
SLGN	Silgan Holdings Inc.	0.56	3,779	1.2	34	13.8	11	0.8	Sep 20
TCL.A.TO	Transcontinental Inc	0.47	1,280	1.1	8.4	10.0	-16	1.0	Jul 20