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Shawbrook Group Plc (GB:SHAW)
LSE:SHAW
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Shawbrook Group Plc (SHAW) AI Stock Analysis

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GB:SHAW

Shawbrook Group Plc

(LSE:SHAW)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
343.00 p
▲(6.19% Upside)
Action:N/A
Date:07/01/26
The score is primarily supported by solid financial performance—strong revenue growth and improved 2025 cash generation—offset by margin compression, declining net income in 2025, and meaningful leverage. Technicals are mixed (near-term firmness vs. weaker 100-day trend), while valuation cannot be reliably assessed with the provided P/E and dividend data.

Shawbrook Group Plc (SHAW) vs. iShares MSCI United Kingdom ETF (EWC)

Shawbrook Group Plc Business Overview & Revenue Model

Company Description
Operating through its subsidiary, Shawbrook Bank Limited, Shawbrook Group plc is a United Kingdom-based financial institution that delivers a broad spectrum of lending and savings solutions to both private individuals and businesses. The company's...
How the Company Makes Money
Shawbrook primarily makes money by earning net interest income: it pays interest on customer deposits and other funding, and charges higher interest rates and fees on specialist loans, with the spread (net interest margin) generating the bulk of e...

Shawbrook Group Plc Financial Statement Overview

Summary
Strong multi-year revenue growth and a sharp rebound in 2025 operating/free cash flow support overall quality. However, profitability has weakened year-over-year (net income down in 2025 despite higher revenue) and margin compression plus meaningful leverage remain key risks for a regional bank.
Income Statement
74
Positive
Balance Sheet
63
Positive
Cash Flow
70
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.86B1.48B1.43B1.17B658.90M465.90M
Gross Profit979.50M623.20M0.000.000.000.00
EBITDA322.20M284.70M295.10M286.70M233.00M176.00M
Net Income333.30M195.50M219.90M212.10M174.70M149.30M
Balance Sheet
Total Assets23.19B22.47B19.72B17.24B13.94B11.03B
Cash, Cash Equivalents and Short-Term Investments2.26B1.92B0.000.000.000.00
Total Debt2.40B2.16B2.25B2.19B1.84B1.75B
Total Liabilities21.36B20.75B18.26B16.02B12.92B10.19B
Stockholders Equity1.83B1.72B1.46B1.22B1.02B836.20M
Cash Flow
Free Cash Flow89.80M461.00M212.20M349.90M512.10M-135.80M
Operating Cash Flow95.50M461.60M221.80M350.80M512.60M-135.10M
Investing Cash Flow-2.17B-2.71B-2.31B-2.65B-2.61B-1.42B
Financing Cash Flow3.18B1.87B1.97B2.67B2.64B1.95B

Shawbrook Group Plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
£131.11M6.796.84%6.31%-6.35%16.23%
66
Neutral
£63.32B13.6411.05%3.22%-16.61%21.26%
61
Neutral
£1.68B5.3917.79%5.36%-15.61%
59
Neutral
£1.11B21.687.00%0.76%-49.33%
57
Neutral
£1.36B1.115.68%7.19%-54.08%
57
Neutral
£270.32M11.394.70%2.23%-8.35%5.35%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:SHAW
Shawbrook Group Plc
316.00
-79.00
-20.00%
GB:ARBB
Arbuthnot Banking
795.00
-202.31
-20.29%
GB:LLOY
Lloyds Banking
109.95
33.37
43.58%
GB:MTRO
Metro Bank
173.00
55.00
46.61%
GB:NBS
Nationwide Building Society
12,850.00
-200.00
-1.53%
GB:STB
Secure Trust Bank
1,490.00
408.80
37.81%

Shawbrook Group Plc Corporate Events

Business Operations and StrategyExecutive/Board Changes
Shawbrook appoints former Danske Bank UK chief Vicky Davies as independent non-executive director
Positive
Jul 8, 2026
Shawbrook Group plc has appointed Vicky Davies, OBE as an Independent Non-Executive Director to both the Group and Shawbrook Bank Limited, effective 1 November 2026. She will sit on the Audit, Risk, and Nomination and Governance Committees, adding...
Business Operations and StrategyShareholder Meetings
Shawbrook Wins Strong Shareholder Backing at AGM as All Resolutions Pass
Positive
May 21, 2026
Shawbrook Group plc reported that shareholders approved all 20 resolutions at its annual general meeting on 21 May 2026, including the receipt of the 2025 accounts, the directors’ remuneration report and policy, and the reappointment of all ...
Business Operations and StrategyPrivate Placements and Financing
Shawbrook Prices £799m RMBS to Bolster Growth and Funding Diversification
Positive
May 21, 2026
Shawbrook Bank has completed a £799 million residential mortgage-backed securitisation, Aldbrook Mortgage Transaction 2026-1, backed by buy-to-let and owner-occupied loans originated by The Mortgage Lender across England, Wales and Scotland. ...
Business Operations and StrategyDividendsFinancial DisclosuresPrivate Placements and Financing
Shawbrook lifts capital and sets ambitious 2026 targets after solid first quarter
Positive
May 14, 2026
Shawbrook Group plc reported a strong start to 2026, with its loan book rising 2.6% to £19.7 billion in the first quarter and customer deposits up 1.8% to £18.7 billion, while the cost of deposits fell to 3.71%. Asset quality remained ro...
Business Operations and StrategyDelistings and Listing ChangesPrivate Placements and Financing
Shawbrook buys back majority of AT1 notes in capital optimisation move
Positive
May 6, 2026
Shawbrook Group plc has successfully completed a tender offer for its £124 million Fixed Rate Reset Perpetual Additional Tier 1 write-down capital securities, receiving valid tenders totaling about £104.9 million by the 5 May 2026 deadli...
Business Operations and StrategyRegulatory Filings and Compliance
Shawbrook Says No Ongoing Exposure to Blue Motor Finance
Positive
May 5, 2026
Shawbrook Group plc has clarified that its former commercial relationship with Blue Motor Finance Limited was limited to a forward flow purchase agreement for loan assets, which was not renewed in February 2026, leaving the bank with no ongoing le...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 01, 2026