Rational Investing

	Total Market Capitalization of All Firms	$76,494 mm
	Average Market Capitalization	$7,649 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.7
	Standard Deviation of MM Ratio	0
	Average Beta	1.3
	Average EV To Revenue	6.3
	Average Price To Free Cash Flow	60.2

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
SYMC	Symantec Corp	5.1	17,943	9.2	44.8	-48	1.3	Sep 19
FEYE	FireEye Inc.	1.9	3,261	4.7	-20.9	8	1.0	Sep 19
PANW	Palo Alto Networks Inc	1.6	22,767	7.0	70.3	20	1.0	Oct 19
OSPN	OneSpan Inc	1.3	755	3.6	146.1	-2	2.0	Mar 19
CHKP	Check Point Software Technolog	1.1	17,943	9.0	22.4	4	0.8	Sep 19
IMPV	Imperva Inc	1.0	1,882	5.0	-62.5	16	1.2	Sep 18
KEYW	The Keyw Holding Corporation	1.0	563	1.7	-17972.9	-2	1.4	Mar 19
VDSI	Vasco Data Security Internatio	1.0	824	4.1	31.8	3	1.4	Mar 18
PFPT	Proofpoint Inc	0.9	7,158	7.9	76.3	27	1.5	Sep 19
QLYS	Qualys Inc	0.9	3,397	10.4	29.9	17	1.3	Sep 19