Rational Investing

	Total Market Capitalization of All Firms	$68,310 mm
	Average Market Capitalization	$9,759 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.3
	Standard Deviation of MM Ratio	0.5
	Average Beta	1.0
	Average EV To Revenue	7.0
	Average EV To EBITDAM	29.5
	Average Price To Free Cash Flow	44.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
PANW	Palo Alto Networks Inc	2.25	23,506	7.4	99	46.3	17	1.2	Apr 20
PFPT	Proofpoint Inc	1.63	6,523	6.9	99	42.8	20	1.4	Mar 20
FEYE	FireEye Inc.	1.48	2,694	4.1	12.7	30	7	1.0	Mar 20
QLYS	Qualys Inc	1.05	4,458	12.2	35.3	28.6	14	1.0	Mar 20
NLOK	NortonLifeLock Inc	0.90	13,462	7.3	21.1	20.3	-48	0.8	Dec 19
OSPN	OneSpan Inc	0.79	871	3.1	21.7	20.7	10	1.0	Mar 20
CHKP	Check Point Software Technolog	0.74	16,795	8.1	21.6	17.6	3	0.7	Mar 20