CrowdStrike (CRWD) and Cisco Systems (CSCO) are prominent players in cybersecurity, with CrowdStrike focusing on AI-native cloud security through its Falcon platform, while Cisco Systems offers Threat Intelligence, Detection, and Response solutions. The cybersecurity market is projected to grow at a CAGR of 12.28% from 2026 to 2030.

CrowdStrike’s Falcon platform provides comprehensive endpoint protection across various environments, with subscription-based sales accounting for 95% of total revenues in fiscal 2025. Despite a deceleration in growth rate, CrowdStrike’s ARR from Falcon Flex customers reached $1.35 billion in Q3 of fiscal 2026.

Cisco Systems is expanding its security offerings with new products like Secure Access and XDR, showing strong growth in Splunk’s ARR and orders for next-gen firewalls. Cisco Unified Edge and Cisco Data Fabric support AI-related needs, strengthening the company’s position in the security market.

Cisco Systems has a steady earnings growth outlook compared to CrowdStrike, with the Zacks Consensus Estimate for fiscal 2026 earnings at $4.10 per share, indicating a 7.61% increase year over year. Cisco Systems’ shares have risen 11.2% in the past six months, with a lower forward sales multiple compared to CrowdStrike.

In conclusion, Cisco Systems holds an edge over CrowdStrike due to its strong security portfolio and reasonable valuation, making it an attractive investment option. With a Zacks Rank #2 (Buy) compared to CrowdStrike’s Zacks Rank #3 (Hold), Cisco Systems offers investors exposure to cybersecurity growth at a fair price.

Read more at Nasdaq: CRWD vs. CSCO: Which Cybersecurity Stock Has an Edge Right Now?