FMCG Players
- General Mills has nine brands worth >billion dollars vs Dabur’s total turnover of USD 1.5 Bn.
- Reckitt Benckiser’s profit is more than 3x of all three Indian consumers Cos combined, and still quotes a similar market cap.
- Revenue of General Mills is ~4x of Dabur+Britannia+Tata Consumer; But market cap of General Mills is just ~0.8x.
TRIVIA: ~30 mn Reckitt products are sold each day across the world with 70% of their brands being global leaders
Electronics Manufacturers 
- Founded in 1974, Foxconn is the largest contract manufacturer of electronics, followed by Jabil and Flex.
- Foxconn’s revenue is almost 100x of Dixon’s revenue, but in terms of market cap Foxconn is only 10x of Dixon.
- Interestingly, Flex’s PAT is ~23x of Dixon but Market Cap of Dixon is already ~70% of Flex.
Dixon’s biggest competitor in India is Foxconn. They have announced significant investments in India in the last 6 months.
TRIVIA: At 8.3 lac employee, Foxconn’s employee strength is more than Reliance + SBI + Coal India combined.
Hospitality Industry
- Marriott (the largest hotel chain): 20x the profit, 45x the rooms is available at 6x the M-Cap of Indian Hotels. Apparently, luxury doesn’t extend to stock multiples!
- Marriott, Accor, Intercontinental, and Wyndham which have a giant 33% market share, trade at an average “budget” P/E of 20.
- Accor at ~20x hotels and rooms; 4x more profitability, has only 90% of the M-Cap of Indian Hotels. “Steal Deal” in the real sense.
TRIVIA: Marriot has 27000 rooms in India as well
Apparel Industry 
- Inditex (Owner of Zara Brand) is at 25x P/E against Trent (Runs Zara stores in India via JV with Inditex) at 132x P/E.
- Inditex generates 26x revenue but is available at 6x the market cap of Trent.
- H&M’s revenue is 15x of Trent’s but both are trading at almost similar market cap.