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Microlesson · 5-min read

Gordon's Model – Assumptions, Advantages & Limitations

## Gordon's Model – Assumptions, Advantages & Limitations

Gordon's Model (also called the Dividend Growth Model or Bird-in-Hand Model) values a share as the present value of all future dividends. It asserts investors prefer current dividends over uncertain future capital gains.

### Core Formula

P₀ = E(1 – b) / (Ke – br)

SymbolMeaning
EEarnings per share
bRetention ratio
(1 – b)Dividend payout ratio
g = brSustainable growth rate in dividends
KeCost of equity (capitalisation rate)
P₀Current market price per share

### Assumptions

AssumptionDetail
Pure Equity FirmCompany financed entirely through equity — no debt
All Constantsr, Ke, b, and g (= br) all remain constant indefinitely
Ke > gCost of capital must exceed growth rate (otherwise price = negative/infinite — meaningless)
Internal FinancingAll investments funded only through retained earnings

### Decision Rule (Same Logic as Walter's)

ConditionOptimal Policy
r > KeRetain earnings (lower dividend → higher share price)
r < KePay dividends (higher payout → higher share price)
r = KeDividend policy is irrelevant

### Advantages

1. Clear linkage – directly relates the current share price to the present value of future dividends.

2. Easy to understand and apply – intuitive formula accessible to practitioners.

### Limitations

1. Forecasting difficulty – estimating g and Ke with accuracy is practically difficult and uncertain.

2. Constant assumptions are unrealistic – r, Ke, and g rarely stay constant over long periods for real companies.

3. Intrinsic value estimates are fragile – small changes in Ke or g dramatically alter the calculated price.

⚠️ Common exam mistakes

  • Using g ≥ Ke in the Gordon formula — the denominator (Ke – g) becomes zero or negative, giving a meaningless result. Always verify Ke > g before applying the model.
  • Applying Gordon's Model to a leveraged firm — the model assumes 100% equity financing with no debt.
  • Confusing b (retention ratio) with payout ratio — they are complements: Payout ratio = 1 – b.
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