Rational Investing

Specialized Health Services

	Total Market Capitalization of All Firms	106784 mm
	Average Market Capitalization	9708 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.13
	Standard Deviation of MM Ratio	0
	Average Beta	0.94
	Average EV To Revenue	1.92
	Average Price To Free Cash Flow	35.52

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
BIOS	Bioscrip Inc.	3.2	415	1.3	-32.8	4	0.66	Mar 19
USPH	Us Physical Therapy Inc	1.7	1,464	3.1	86.1	6	1.06	Sep 19
CHE	Chemed Corp.	1.1	6,897	3.7	58.7	7	1.09	Sep 19
FMS	FRESENIUS MEDICAL CARE AG & CO	1.1	22,131	1.7	-11.0	7	0.93	Sep 19
PRSC	Providence Service Corp.	1.1	745	0.5	16.4	2	0.85	Sep 19
DVA	Davita Inc.	1.0	12,066	1.9	19.4	1	1.60	Sep 19
ESRX	Express Scripts Inc	1.0	53,329	0.7	17.0	2	0.89	Sep 18
EVHC	Envision Healthcare Holdings	1.0	5,556	1.3	38.8	17	0.66	Jun 18
MD	Mednax Inc	1.0	2,196	1.2	7.6	-2	0.73	Sep 19
CRY	Cryolife Inc.	0.6	922	3.8	40.2	13	0.67	Sep 19
TVTY	Tivity Health, Inc	0.1	1,065	1.9	-0.8	84	1.19	Jun 19