Rational Investing

	Total Market Capitalization of All Firms	72601 mm
	Average Market Capitalization	7260 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.17
	Standard Deviation of MM Ratio	0
	Average Beta	1.29
	Average EV To Revenue	6.05
	Average Price To Free Cash Flow	58.74

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
FEYE	FireEye Inc.	1.9	3,326	4.8	-20.9	8	0.98	Sep 19
PANW	Palo Alto Networks Inc	1.6	21,452	6.6	64.6	20	0.97	Oct 19
CHKP	Check Point Software Technolog	1.2	17,606	8.8	22.1	4	0.80	Sep 19
OSPN	OneSpan Inc	1.2	704	3.4	146.1	-2	2.00	Mar 19
IMPV	Imperva Inc	1.0	1,882	5.0	-62.5	16	1.18	Sep 18
KEYW	The Keyw Holding Corporation	1.0	563	1.7	-17972.9	-2	1.39	Mar 19
SYMC	Symantec Corp	1.0	16,294	8.5	40.4	-48	1.27	Sep 19
VDSI	Vasco Data Security Internatio	1.0	824	4.1	31.8	3	1.40	Mar 18
QLYS	Qualys Inc	0.9	3,359	10.3	29.9	17	1.33	Sep 19
PFPT	Proofpoint Inc	0.8	6,591	7.2	76.3	27	1.54	Sep 19