Rational Investing

Semiconductor Equipment & Materials

	Total Market Capitalization of All Firms	91058 mm
	Average Market Capitalization	11382 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.32
	Standard Deviation of MM Ratio	0
	Average Beta	1.52
	Average EV To Revenue	5.72
	Average Price To Free Cash Flow	29.44

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
LRCX	Lam Research Corp	1.9	40,483	4.6	19.6	1	1.60	Sep 19
OLED	Universal Display Corporation	1.9	9,613	25.8	74.4	51	1.48	Sep 19
WAF.DE	Siltronic AG	1.3	2,674	1.8	18.9	6	1.80	Jun 19
FTV	Fortive Corp	1.2	24,161	4.1	-12.6	3	1.18	Sep 19
AMKR	Amkor Technology Inc	1.1	3,094	1.1	12.3	0	1.89	Sep 19
7729	Tokyo Seimitsu Co Ltd	1.0	1,443	0.2	-29.2	6	1.47	Jun 19
VSM	Versum Materials Inc.	1.0	5,789	5.1	22.0	-3	1.32	Jun 19
AMS.SW	AMS AG	0.9	3,801	3.1	-9.2	27	1.44	Sep 19