Rational Investing

	Total Market Capitalization of All Firms	$86,282 mm
	Average Market Capitalization	$12,326 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.0
	Standard Deviation of MM Ratio	0.3
	Average Beta	0.9
	Average EV To Revenue	8.3
	Average EV To EBITDAM	30.7
	Average Price To Free Cash Flow	46.2

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
OSPN	OneSpan Inc	1.76	982	4.1	24.4	40.9	-5	0.7	Sep 20
PANW	Palo Alto Networks Inc	1.19	35,831	9.4	99	30	22	1.4	Oct 20
FEYE	FireEye Inc.	1.03	4,814	6.3	22.6	47.3	7	1.1	Sep 20
NLOK	NortonLifeLock Inc	0.98	12,186	7.9	15.5	13.3	-17	0.8	Sep 20
CHKP	Check Point Software Technolog	0.83	19,752	9.3	24.4	19.4	7	0.7	Sep 20
PFPT	Proofpoint Inc	0.72	7,958	8.3	99	34.3	19	1.2	Sep 20
QLYS	Qualys Inc	0.70	4,759	12.8	38.6	29.8	15	0.8	Sep 20