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Imagine you're a shareholder in Rajesh & Co. Pvt. Ltd. The company just earned ₹20 per share. Should it pay you a dividend now, or keep the money and reinvest it? Gordon's Model (by Myron Gordon) says: it depends on how well the company can reinvest that money. This is the heart of dividend relevance theory — and it's one of the most frequently tested models in Paper 6 FM.

The model gives us a formula to find the market price per share: P = E(1 – b) / (Ke – br), where E = Earnings Per Share, b = retention ratio (fraction of earnings kept back), (1 – b) = dividend payout ratio, Ke = cost of equity (shareholders' required return), r = internal rate of return on the firm's investments, and br = growth rate (g). The model assumes an all-equity firm, no external financing, constant r and Ke, no taxes, and perpetual earnings. These assumptions are important — examiners often ask you to list them.

Here's the golden rule Gordon gives us — memorise this table:

| Situation | Condition | What firm should do | Share Price |

|---|---|---|---|

| Growth firm | r > Ke | Retain more (lower dividend) | Higher with more retention |

| Declining firm | r < Ke | Pay more dividends | Higher with more payout |

| Normal firm | r = Ke | Dividend policy irrelevant | Unchanged |

Why? When r > Ke, the firm earns more on reinvested profits than shareholders could earn elsewhere — so retaining profits creates more value. When r < Ke, shareholders are better off receiving dividends and investing themselves. Gordon's key argument (the 'bird-in-hand' logic) is that investors prefer a certain rupee today over an uncertain rupee tomorrow — making current dividends more valuable. This makes Gordon's Model a dividend relevance theory, directly contrasting MM's irrelevance hypothesis. This distinction — relevance vs. irrelevance — is a 4-mark favourite in exams.

📊 Worked example

Example 1 — Growth Firm (r > Ke)

Sharmaji Industries has EPS = ₹20, cost of equity Ke = 12%, internal return r = 15%. Find share price at retention ratio b = 0.6 and b = 0.4. Which policy is better?

Step 1 — At b = 0.6 (retain 60%)

Dividend = E(1 – b) = 20 × 0.4 = ₹8

Growth = br = 0.6 × 0.15 = 0.09

P = 8 / (0.12 – 0.09) = 8 / 0.03 = ₹266.67

Step 2 — At b = 0.4 (retain 40%)

Dividend = 20 × 0.6 = ₹12

Growth = 0.4 × 0.15 = 0.06

P = 12 / (0.12 – 0.06) = 12 / 0.06 = ₹200.00

Conclusion: Since r (15%) > Ke (12%), higher retention gives a higher price. Sharmaji Industries should retain 60%. ✓

---

Example 2 — Declining Firm (r < Ke)

Iyer Textiles: EPS = ₹25, Ke = 14%, r = 10%. Compare b = 0.5 vs b = 0.3.

At b = 0.5:

P = 25(0.5) / (0.14 – 0.5 × 0.10) = 12.50 / (0.14 – 0.05) = 12.50 / 0.09 = ₹138.89

At b = 0.3:

P = 25(0.7) / (0.14 – 0.3 × 0.10) = 17.50 / (0.14 – 0.03) = 17.50 / 0.11 = ₹159.09

Conclusion: Since r (10%) < Ke (14%), lower retention (higher payout) increases share price. Iyer Textiles should pay more dividends. ✓

⚠️ Common exam mistakes

  • Confusing b and (1–b): Students plug the dividend payout ratio into the formula where the retention ratio belongs. Remember: b = retention ratio. If the company pays 40% as dividend, then b = 0.60, not 0.40. Always identify what's given first.
  • Getting the conclusion backwards: Many students write 'when r > Ke, pay more dividends.' It's the opposite — when r > Ke (firm earns more than shareholders expect), retain more to grow the share price. Use the logic, not memorisation.
  • Forgetting the Ke > br condition: The formula P = E(1–b)/(Ke–br) only works if Ke > br (i.e., the denominator is positive). If Ke ≤ br, the model breaks down. Examiners test this assumption.
  • Mixing up Gordon vs. Walter vs. MM: Gordon assumes no external financing and uses the formula above. Walter's model uses a different formula: P = (D + (r/Ke)(E–D)) / Ke. Don't mix them. MM says dividends are irrelevant regardless of r vs. Ke.
  • Skipping assumption listing in theory questions: A 4-mark theory question often asks 'State the assumptions of Gordon's Model.' Students who skip this lose easy marks. List: all-equity firm, no external financing, constant r and Ke, no taxes, perpetual earnings, constant b.
📖 Reference: Gordon Model — Institute of Chartered Accountants of India
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