Rational Investing

Specialized Health Services

	Total Market Capitalization of All Firms	99022 mm
	Average Market Capitalization	8252 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.16
	Standard Deviation of MM Ratio	0
	Average Beta	0.86
	Average EV To Revenue	1.85
	Average Price To Free Cash Flow	37.97

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
PRSC	Providence Service Corp.	1.6	856	0.5	28.3	3	0.92	Sep 18
USPH	Us Physical Therapy Inc	1.6	1,379	3.1	173.3	14	1.19	Sep 18
MD	Mednax Inc	1.5	3,359	1.4	18.4	7	0.68	Sep 18
BIOS	Bioscrip Inc.	1.3	479	1.3	15.4	-8	0.78	Sep 18
TVTY	Tivity Health, Inc	1.3	948	1.8	21.8	11	0.71	Sep 18
DVA	Davita Inc.	1.2	10,841	2.0	25.4	-5	1.29	Sep 18
EHC	Encompass Health	1.2	5,957	2.0	30.3	11	0.66	Sep 18
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
CRY	Cryolife Inc.	0.9	1,055	4.6	-25.5	36	0.66	Sep 18
FMS	FRESENIUS MEDICAL CARE AG & CO	0.9	10,710	1.1	18.2	-6	0.69	Sep 18
CHE	Chemed Corp.	0.7	4,551	2.6	30.8	7	1.20	Sep 18