Rational Investing

	Total Market Capitalization of All Firms	$521,753 mm
	Average Market Capitalization	$47,432 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.3
	Average EV To Revenue	7.1
	Average EV To EBITDAM	27.3
	Average Price To Free Cash Flow	34.9

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	1.97	7,250	15.4	53.2	47.0	18	1.0	Mar 21
HIMX	Himax technologies Inc.	1.78	2,745	2.2	15.8	7.8	50	1.8	Mar 21
SLAB	Silicon Laboratories Inc.	1.38	6,371	6.3	62.4	28.4	23	1.0	Mar 21
CRUS	Cirrus Logic Inc.	1.24	4,631	3.0	18.9	15.4	12	0.9	Mar 21
CEVA	CEVA Inc	1.07	1,042	9.1	45.7	47.4	14	1.0	Mar 21
NVDA	Nvidia Corp	1.04	445,424	17.7	60.0	43.9	53	1.3	Apr 21
IPHI	Inphi Corp	1.00	8,945	7.9	39.7	22.4	74	0.9	Dec 20
MCHP	Microchip Technology Inc	0.95	41,940	8.8	25.8	21.4	6	1.6	Mar 21
DSPG	Dsp Group Inc.	0.88	393	3.2	16.2	40	5	0.7	Mar 19
AOSL	Alpha & Omega Semiconductor, L	0.71	796	1.4	30.9	14.9	45	2.4	Mar 21
SIMO	Silicon Motion Technology Corp	0.69	2,217	3.1	15.9	12.1	31	1.1	Mar 21