In case you’re interested, you could access a Google Spreadsheets (inspired by Saul) that contains a lot of historical performance data (anybody can edit it).
I’ll continue to maintain it with quarterly updates.
Basically, it shows a business that is executing very well. You know this from the great posts written by Fletch, Tom and others. But having the simple numbers in a spreadsheet helps me to better determine what’s happening at a high level.
Among the various things one can take from this data, it looks like the reduction in P/BV has stabilized in a range from 2.18 - 3.05 from last September to the end of March (price data is through end of May). Assuming this holds and growth in BV continues as it has in this time period, we should start seeing some meaningful appreciation in the stock price (big assumptions!).
So while the P/BV is about 2.94 now, there has been a lot of variance, and we may get a better price to add. However, there has probably been an increase in BV during the last 2 months that could mitigate the potential drop. Earnings, Efficiency Ration and Loan Performance are humming right along.
Hopefully, this spreadsheet can be useful to you.