Rational Investing

	Total Market Capitalization of All Firms	189364 mm
	Average Market Capitalization	18936 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.89
	Standard Deviation of MM Ratio	0
	Average Beta	1.07
	Average EV To Revenue	3.46
	Average Price To Free Cash Flow	45.18

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
DSPG	Dsp Group Inc.	1.3	260	2.0	137.3	7	0.82	Jun 18
IXYS	Ixys Corp.	1.0	751	2.4	27.4	8	0.70	Sep 17
NVDA	Nvidia Corp	1.0	159,763	11.3	32.0	48	1.50	Jul 18
AOSL	Alpha & Omega Semiconductor, L	0.9	293	1.0	-7.0	15	0.46	Jun 18
CRUS	Cirrus Logic Inc.	0.9	2,568	2.3	12.6	-27	0.66	Jun 18
HIMX	Himax technologies Inc.	0.9	1,080	1.5	-78.5	18	1.66	Jun 18
SLAB	Silicon Laboratories Inc.	0.9	4,061	5.0	-24.9	18	1.44	Jun 18
MCHP	Microchip Technology Inc	0.8	19,631	5.1	-3.6	23	1.05	Jun 18
LSCC	Lattice Semiconductor Corp	0.6	948	2.9	16.6	11	1.62	Jun 18
SIGM	Sigma Designs Inc.	0.0	9	1.0	-6.1	-20	0.79	Jan 18