Rational Investing

	Total Market Capitalization of All Firms	$306,513 mm
	Average Market Capitalization	$34,057 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.5
	Standard Deviation of MM Ratio	0.8
	Average Beta	1.3
	Average EV To Revenue	7.4
	Average EV To EBITDAM	29.7
	Average Price To Free Cash Flow	38.0

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
LSCC	Lattice Semiconductor Corp	3.13	4,041	10.2	30.6	40.3	1	1.3	Mar 20
IPHI	Inphi Corp	2.26	5,884	11.4	99	48.6	52	1.2	Mar 20
MCHP	Microchip Technology Inc	2.24	25,486	6.9	19.6	18.0	-3	1.5	Mar 20
SLAB	Silicon Laboratories Inc.	1.50	4,432	5.4	45.8	37.2	7	1.1	Mar 20
HIMX	Himax technologies Inc.	0.97	679	1.4	4	30	1	1.0	Mar 20
NVDA	Nvidia Corp	0.82	259,782	18.6	65.9	30	29	1.3	Apr 20
SIMO	Silicon Motion Technology Corp	0.79	1,600	2.9	20.1	18.4	20	1.2	Mar 20
CEVA	CEVA Inc	0.74	817	7.3	37.2	30	28	1.3	Mar 20
CRUS	Cirrus Logic Inc.	0.62	3,791	2.6	20.1	14.7	14	1.3	Mar 20