The key metric will be utilisation rate, not sure if they publish this -
e.g. how many vehicles are leased at the same time and at what percentage of their entire fleet -
Those metrics will be key to understand the potential upside available, before extra capital is require to add revenue.
As for CHL - they will also struggle with getting new vehicles, i personally dont and won't ever buy an RV - but i also assume there is not many around, unlike other vehicles or rental properties. There is limitation to their model as well, albeit from a low base.
ATL Price at posting:
66.0¢ Sentiment: Hold Disclosure: Held