Rational Investing

Specialized Health Services

	Total Market Capitalization of All Firms	$111,678 mm
	Average Market Capitalization	$10,153 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0
	Average Beta	0.9
	Average EV To Revenue	2.1
	Average Price To Free Cash Flow	36.4

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	% Growth	Beta	As Of
BIOS	Bioscrip Inc.	4.2	541	1.5	-32.8	4	0.7	Mar 19
PRSC	Providence Service Corp.	1.2	832	0.6	14.0	2	0.8	Sep 19
CHE	Chemed Corp.	1.1	7,615	4.0	57.6	8	1.1	Sep 19
DVA	Davita Inc.	1.1	13,843	2.1	20.1	2	1.6	Sep 19
USPH	Us Physical Therapy Inc	1.1	1,488	3.1	96.3	8	1.0	Sep 19
ESRX	Express Scripts Inc	1.0	53,329	0.7	17.0	2	0.9	Sep 18
EVHC	Envision Healthcare Holdings	1.0	5,556	1.3	38.8	17	0.7	Jun 18
FMS	FRESENIUS MEDICAL CARE AG & CO	1.0	23,879	1.8	-69.6	8	1.0	Sep 19
MD	Mednax Inc	1.0	2,317	1.2	7.6	-2	0.7	Sep 19
CRY	Cryolife Inc.	0.8	1,119	4.5	40.2	13	0.7	Sep 19
TVTY	Tivity Health, Inc	0.1	1,159	2.0	-0.8	84	1.2	Jun 19