Rational Investing

	Total Market Capitalization of All Firms	$138,041 mm
	Average Market Capitalization	$15,338 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.0
	Standard Deviation of MM Ratio	0.4
	Average Beta	1.1
	Average EV To Revenue	9.6
	Average EV To EBITDAM	26.2
	Average Price To Free Cash Flow	37.6

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	1.69	3,259	5.2	55.8	30	18	1.1	Jun 20
STMP	Stamps.com Inc.	1.44	4,810	8.3	45.4	33.3	3	1.1	Mar 20
VRSN	Verisign Inc	1.36	25,064	21.4	38.2	30.1	2	0.9	Jun 20
MDB	MongoDB Inc	1.29	11,370	24.9	99	30	19	1.0	Jan 20
AVST.L	Avast PLC	0.83	7,481	7.3	5.8	30	9	1.1	Dec 19
NTNX	Nutanix Inc	0.83	3,955	4.1	21.7	30	6	1.8	Apr 20
AKAM	Akamai Technologies Inc	0.76	17,925	6.2	26.8	19.4	11	0.7	Jun 20
DBX	Dropbox Inc	0.57	8,071	4.3	19.6	16.7	17	1.1	Jun 20
VMW	VMware Inc	0.50	56,107	4.9	26.5	16.0	18	0.7	Apr 20