Are consistent wealth creators cheap?

Many investors who haven't seen the 2008-9 GFC crisis are thinking is the current CORONA virus crisis more severe than the previous one? Is it good time to do some bottom fishing in stock markets?

I did an academic exercise to understand how some of India's most consistent wealth creators are faring vis a vis 2008-09. First I headed to wealth creation studies done by Motilal Oswal to shortlist India's most consistent stock market wealth creators. Here is a snapshot from report below

Of the above list, I picked top 10 in terms of number of times they appeared in wealth creation studies in the last 5 years and then segregated them in financial services and non-financial services category as below

Non Financials

Bosch Shree Cements Cummins Dabur Titan Sunpharma Asian Paints

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Next using Screener.in captured financial information for all of the above companies to derive their 2008-9 PE and PB (For Financial Services business) this will help to run a comparison with their current valuations

Here are the results

Many of the consistent compounders are way off their 2008-09 valuations (still richly valued). The financial services are better-priced vis a vis non-financial services company

The google sheet where this information is collated is available here

I will be updating this sheet frequently to make is more automatic as far too many numbers are currently manually derived

Personally, if I am adding any of the above companies to the scorecard, there will be email updates to premium subscribers