Rational Investing

	Total Market Capitalization of All Firms	$189,287 mm
	Average Market Capitalization	$18,929 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.6
	Standard Deviation of MM Ratio	0
	Average Beta	1.2
	Average EV To Revenue	6.0
	Average Price To Free Cash Flow	50.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
LSCC	Lattice Semiconductor Corp	2.8	2,753	7.1	38.3	6	1.3	Sep 19
NVDA	Nvidia Corp	2.5	146,159	12.6	39.1	0	1.9	Oct 19
SLAB	Silicon Laboratories Inc.	2.0	5,019	5.9	60.8	5	1.4	Sep 19
IPHI	Inphi Corp	1.4	3,626	11.1	58.2	24	1.5	Sep 19
MCHP	Microchip Technology Inc	1.4	24,403	6.0	-361.2	9	1.4	Sep 19
AOSL	Alpha & Omega Semiconductor, L	1.2	316	0.9	-16.4	8	0.8	Dec 18
CEVA	CEVA Inc	1.1	621	7.9	67.1	1	1.6	Jun 19
HIMX	Himax technologies Inc.	0.9	1,270	2.1	-444.4	-3	0.2	Mar 19
CRUS	Cirrus Logic Inc.	0.8	4,772	3.5	20.1	14	1.0	Sep 19
DSPG	Dsp Group Inc.	0.8	347	2.8	68.3	5	0.7	Mar 19