NASAA Series 65, Uniform Investment Adviser Law ExaminationClient Investment Recommendations and StrategiesHard

A client is evaluating a growth stock that currently trades at $50 per share. The company is expected to earn $4 per share next year, and its earnings are projected to grow at a constant rate of 10% indefinitely. The required rate of return for this stock is 15%. What is the intrinsic value of this stock according to the Dividend Growth Model (Gordon Growth Model), assuming all earnings are paid out as dividends?

  1. A$133.33
  2. B$40.00
  3. C$100.00
  4. D$80.00
Show answer & explanation

Correct answer: D. $80.00

The Dividend Growth Model (Gordon Growth Model) calculates intrinsic value as D1 / (r - g), where D1 is the expected dividend next year, r is the required rate of return, and g is the constant growth rate of dividends. Given that all earnings are paid as dividends, D1 = $4. So, Intrinsic Value = $4 / (0.15 - 0.10) = $4 / 0.05 = $80.00.

Why the other options are wrong

  • A. Incorrect calculation, possibly inverting the (r-g) component.
  • B. Incorrect calculation, possibly dividing by (r+g) or other error.
  • C. Incorrect calculation, possibly using only 'r' in the denominator.

Gordon Growth Model

A dividend discount model that calculates the intrinsic value of a stock based on a series of future dividends that are expected to grow at a constant rate indefinitely.

  • Formula: P0 = D1 / (r - g).
  • D1 = Expected dividend next year.
  • r = Required rate of return; g = Constant dividend growth rate.

Memory trick: Gordon: Dividend next year divided by (rate minus growth).

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