Rational Investing

	Total Market Capitalization of All Firms	$149,237 mm
	Average Market Capitalization	$16,582 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.9
	Standard Deviation of MM Ratio	0.3
	Average Beta	0.9
	Average EV To Revenue	11.5
	Average EV To EBITDAM	24.5
	Average Price To Free Cash Flow	39.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
NEWR	New Relic Inc	1.50	4,634	7.2	79.4	30	17	0.9	Sep 20
NTNX	Nutanix Inc	1.15	6,104	5.9	33.5	30	5	1.8	Oct 20
MDB	MongoDB Inc	1.03	21,895	40.3	99	30	36	1.0	Oct 20
VRSN	Verisign Inc	0.97	23,210	19.6	31.7	27.8	3	0.8	Sep 20
AKAM	Akamai Technologies Inc	0.80	17,897	6.1	40.2	24.2	11	0.7	Sep 20
STMP	Stamps.com Inc.	0.73	4,003	5.3	19.9	15.9	33	0.7	Sep 20
DBX	Dropbox Inc	0.70	9,112	4.8	22.2	17.5	17	0.8	Sep 20
AVST.L	Avast PLC	0.66	7,372	9.2	5.2	30	7	0.7	Jun 20
VMW	VMware Inc	0.57	55,010	4.7	22.3	14.6	19	0.8	Oct 20