(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh: You know who’s not raising prices on their customers? eBay . The trade war should have next to no impact on their business and it may even make the site a more desirable shopping location. More on that in a moment. First, here’s a one-year chart of eBay, which just hit the Best Stocks in the Market list this week: Best Stock Spotlight: eBay Inc (EBAY) Josh: EBay is a slow grower, but it’s been incredibly consistent and resilient in both good economic conditions and bad. When times are good, people are buying more merchandise. When the economy softens, there is an increase in people wanting (or needing) to sell things. As you can see in the chart below, eBay is now approaching multi-year highs: Sean: EBay is the 6th best performer in the consumer discretionary sector this year, up 13%, outperforming 89% of sector constituents in 2025. EBAY trades at a trailing 17x price-to-earnings ratio and a forward 12x price to earnings, making it one of the cheapest consumer discretionary stocks within the S & P 500. While EBAY trades at these valuations, the consumer discretionary sector trades at a 20x P/E, EBAY’s industry classification (internet retail) trades at a 23x P/E, and the S & P 500 in its entirety trades at a 24x trailing PE, according to YCharts data. Ebay has been assigned a discount relative to its peers due to its slow growth. EBAY hasn’t reported double digit revenue growth YoY since Q2 of 2021. However, it has reported 9 straight quarters of single digit, positive revenue growth YoY. EBAY is a consistent, mature tech platform with a big U.S. bias in terms of its revenue and costs. EBAY reported earnings at the end of April, beating on the top and bottom lines. On that earnings call, the CEO Jamie Iannone had some encouraging things to say about their ability to navigate tariffs, via Quartr: “Our Greater China to U.S. quarter makes up about 5% of total GMV for us. And China overall is a little less than 10%. But about 3/4 of that business of the 5% coming from China to the U.S. is forward deployed to the end markets. So it’s already subject to tariffs and so wouldn’t be subject to any changes in de minimis based on the cost of the items. On the other half of the inventory or the 1 quarter that’s not forward deployed, about 50% of that uses a shipping solution that we’ve helped create, which is called SpeedPAK. And what that does is it really incorporates all of the tariff complexity and customs complexity right into the shipping solution.” The CEO here is explaining that the trade corridor from Greater China to the U.S. represents about 5% of eBay’s total Gross Merchandise Volume (GMV), and all of China accounts for a little less than 10% of GMV for EBAY. Of the 5% GMV from China to the U.S., about three-quarters is “forward deployed,” meaning the inventory is already in the U.S. and has already been subject to tariffs, the buyer/seller doesn’t have to worry about those costs. Therefore, this portion would not be affected by any future changes to the “de minimis” threshold — the value below which imports are exempt from certain tariffs. And for the remaining one-quarter of China-to-U.S. inventory that is not “forward deployed”, about half uses eBay’s SpeedPAK shipping solution. SpeedPAK is designed to handle the complexities of tariffs and customs, making the process smoother for sellers and buyers. Amazon doesn’t report gross unit volume, but looking at revenue on a geographic basis, China accounts for 21% of total revenues while EBAY’s revenues from China account for 11% of revenue, according to Quartr. In sum, most of eBay’s China-to-U.S. shipments are already compliant with current tariff rules, and for the rest, eBay has solutions in place to manage customs and tariff complexities. EBAY’s price is reflecting durability – EBAY is now 13% below all time highs, and climbing. The stock has been forming support along its rising 50 day moving average, while remaining a value stock in a growing sector. Risk Management Josh: Look for the rising 200-day moving average to act as support as it has the whole way up. EBAY quickly broke below its 200-day moving average on April 6, responding to the tariff announcements but recovered overnight. As long as the price is above that level, EBAY is risk on. DISCLOSURES: (None) All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL’S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. INVESTING INVOLVES RISK. 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