Rational Investing

	Total Market Capitalization of All Firms	163707 mm
	Average Market Capitalization	16371 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.60
	Standard Deviation of MM Ratio	0
	Average Beta	1.19
	Average EV To Revenue	5.53
	Average Price To Free Cash Flow	60.06

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
LSCC	Lattice Semiconductor Corp	2.7	2,543	6.6	49.0	6	1.30	Sep 19
MCHP	Microchip Technology Inc	2.6	22,417	5.7	122.0	8	1.38	Sep 19
NVDA	Nvidia Corp	2.1	124,248	11.3	44.2	-5	1.92	Jul 19
SLAB	Silicon Laboratories Inc.	1.8	4,744	5.6	48.7	6	1.44	Sep 19
IPHI	Inphi Corp	1.3	3,335	10.3	65.0	26	1.52	Sep 19
AOSL	Alpha & Omega Semiconductor, L	1.2	304	0.9	-16.4	8	0.81	Dec 18
CEVA	CEVA Inc	1.1	602	7.6	67.1	1	1.60	Jun 19
CRUS	Cirrus Logic Inc.	0.8	4,300	3.2	16.2	14	0.96	Sep 19
DSPG	Dsp Group Inc.	0.8	337	2.7	68.3	5	0.75	Mar 19
HIMX	Himax technologies Inc.	0.6	878	1.5	-444.4	-3	0.21	Mar 19