Final Research Paper:

You will write a 6-page paper (plus cover page, abstract, references, and appendix) using the publicly traded company you have been analyzing this term: Travelers Companies Inc (TRV). The paper will cover all topics discussed in weeks 1-6. The paper must be a Word document, double-spaced, and cite at least 5 peer-reviewed sources, plus the most recent 10-K report and web reports from your corporation.

The paper must follow APA 7th edition style and include a cover page, abstract, page numbers, body of the paper with in-text citations, a reference page, and an appendix. Any financials or other exhibits or charts should be placed in the appendix of the report.

PowerPoint Slides about Your Paper/Company:

Refer to the Costco example.

PowerPoint Slides: These should include a cover page, 8-10 content slides, and references. Slide content should present 3-5 years of financial data (revenue, net income, ROA, stock price, EPS, P/E, and other important statistics).

MBA501 Company Profile Paper: Outline of Contents

Include:

1. Background:

   • When was the company founded?
   • What products/services does it offer?
   • Where does it operate globally?

2. Financial Trends (over the past 3-5 years):

   • Annual revenues
   • Annual net profits (earnings)
   • Return on Assets (ROA)
   • Stock price
   • P/E ratio

   For each metric, provide actual dollar amounts and percentage changes from the prior year. These numbers should be derived from the 10-K report. You may include a screenshot or create a table.
   Also, include a 5-year stock price graph (2018-2023) and a 2024 year-to-date graph.

3. Key Performance Indicators (KPIs):

   • What KPIs does the company use to monitor its success?
   • How well is the company managed? (For example, consider the Drucker Institute ranking or other recognitions.)
   • Evaluate the company’s performance based on the five Drucker factors (e.g., employee satisfaction, customer satisfaction).
   • Does the company or its products lead its industry?
   • Evaluate the company’s brand equity.

4. Key Lines of Business:

   • Identify the company’s major revenue and profit drivers.

5. New Developments or Products:

   • What new developments or products have the potential to impact future revenues and earnings?

6. Specific Risks:

   • What risks are specifically mentioned in the company’s reports (e.g., annual reports, 10-K)?

7. Impact of Supply and Demand:

   • Discuss the economic models and how supply vs. demand and price elasticity have impacted or could impact the company’s pricing power.

8. Changes in Strategic Direction:

   • Examine any changes in strategic direction, acquisitions, major lawsuits, labor disputes, or leadership that have had or could have a material impact on the business.
   • For example, if writing about Boeing, you would discuss issues such as crashes, lawsuits, changes in leadership, or product quality problems with specific models.

9. The Bigger Picture (Beyond Financials):

   • Discuss stock performance, major news stories, and insights from the company’s annual report, 10-K, analysts’ reports, or the Drucker Institute.

10. Stock Performance:

• Provide an analysis of stock performance, including an analyst’s view of the company as an investment. Include the reasons an analyst might recommend buying, holding, or divesting the stock. (At least one analyst opinion should be included.)

11. Stock Buybacks and Other Actions:

• Has the company bought back stock in the past 5 years?
• Has the company had a stock split?
• Has the company paid dividends?

12. P/E Ratio or EPS Comparison:

• Are the P/E ratio or EPS above the industry average?

13. Warren Buffett`s Perspective:

• Would Warren Buffett consider this an excellent company? Why or why not?

14. Appendix:

• Include graphs and tables in the appendix (e.g., Table 1: Financials, Table 2: Stock Trends).