Rational Investing

	Total Market Capitalization of All Firms	$179,635 mm
	Average Market Capitalization	$25,662 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.2
	Average EV To Revenue	5.6
	Average EV To EBITDAM	29.3
	Average Price To Free Cash Flow	37.9

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
NVDA	Nvidia Corp	1.75	150,736	11.4	49.1	28.8	23	1.5	Jan 20
LSCC	Lattice Semiconductor Corp	1.68	2,223	5.6	32.0	19.0	5	1.3	Sep 19
SLAB	Silicon Laboratories Inc.	1.25	3,384	4.3	43.0	31.5	5	1.2	Dec 19
MCHP	Microchip Technology Inc	1.21	15,176	4.4	-191.3	43.3	9	1.4	Dec 19
IPHI	Inphi Corp	1.04	3,621	9.4	49.9	38.3	19	1.4	Dec 19
HIMX	Himax technologies Inc.	0.65	961	1.6	-444.4	30	-3	0.2	Mar 19
CRUS	Cirrus Logic Inc.	0.59	3,534	2.6	15.4	14.5	16	1.0	Dec 19