Rational Investing

	Total Market Capitalization of All Firms	$134,397 mm
	Average Market Capitalization	$16,800 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.4
	Standard Deviation of MM Ratio	0.9
	Average Beta	0.9
	Average EV To Revenue	7.7
	Average EV To EBITDAM	26.3
	Average Price To Free Cash Flow	33.3

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
NTNX	Nutanix Inc	3.61	4,381	4.5	24.1	30	2	1.7	Jan 20
STMP	Stamps.com Inc.	1.78	3,432	5.9	32.1	22.5	3	0.3	Mar 20
VRSN	Verisign Inc	1.28	26,102	22.3	34.0	31.0	1	1.0	Mar 20
AKAM	Akamai Technologies Inc	1.22	17,362	6.2	56.8	27.5	8	0.7	Mar 20
NEWR	New Relic Inc	1.04	3,862	5.9	66.2	30	22	1.1	Mar 20
DBX	Dropbox Inc	0.87	9,280	4.8	22.6	21.8	18	0.8	Mar 20
VMW	VMware Inc	0.78	63,914	6.0	25.3	17.7	8	0.8	Jan 20
AVST.L	Avast PLC	0.72	6,063	6.1	5	30	9	1.1	Dec 19