Zscaler (NASDAQ: ZS) and CrowdStrike (NASDAQ: CRWD) are both buyable stocks supported by robust trends promising to drive a solid double-digit revenue CAGR for years. They both grow at an above-industry pace and are well-positioned in an industry projected to grow slower than the pace of threats it intends to prevent.
Cybersecurity growth is forecasted to have a 9% CAGR, compared to the 15% CAGR driven by cyber threats. The problem is that one of these markets is already pricing much of the growth. The takeaway is that both are well-supported and have a long runway for success, but one is a better buy in 2025 due to market dynamics.
