Rational Investing

	Total Market Capitalization of All Firms	$410,599 mm
	Average Market Capitalization	$37,327 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.7
	Standard Deviation of MM Ratio	0.8
	Average Beta	1.2
	Average EV To Revenue	9.9
	Average EV To EBITDAM	29.8
	Average Price To Free Cash Flow	49.4

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
MCHP	Microchip Technology Inc	3.13	38,704	9.2	28.6	24.9	-1	1.6	Sep 20
LSCC	Lattice Semiconductor Corp	2.90	5,744	14.9	43.5	30	-2	0.9	Sep 20
NVDA	Nvidia Corp	2.05	338,973	22.7	99	30	38	1.4	Oct 20
CEVA	CEVA Inc	1.82	1,508	14.2	68.6	30	22	1.2	Sep 20
SIMO	Silicon Motion Technology Corp	1.50	1,867	3.4	21.0	17.8	21	1.0	Sep 20
HIMX	Himax technologies Inc.	1.21	1,495	2.0	8.7	30	30	1.4	Sep 20
IPHI	Inphi Corp	1.15	9,116	26.3	99	30	0	1.1	Sep 20
SLAB	Silicon Laboratories Inc.	1.09	6,235	7.0	99	44.4	14	1.0	Sep 20
DSPG	Dsp Group Inc.	0.90	378	3.1	16.7	30	5	0.7	Mar 19
AOSL	Alpha & Omega Semiconductor, L	0.88	750	1.7	30.9	36.9	16	2.4	Sep 20
CRUS	Cirrus Logic Inc.	0.69	5,829	4.3	28.3	23.4	5	0.9	Sep 20