Use patent data to see who is leading and lagging on innovation.
SIA, Quant IP's Solution for Innovation Analytics, gives fundamental and thematic investors objective innovation metrics for any public or private company, peer group or technology theme.
Three questions the 10-K doesn't answer
A company's annual report describes its innovation in its own words. SIA measures it from the patent record, on the same basis for every company.
The question
The usual answer
✓ With SIA
1
Which technologies are gaining momentum?
Read about them after they make the news.
Spot the technology fields with the fastest innovation growth, years before the products reach the market.
2
Which companies are the most innovative in this industry?
Read the same lagging industry reports as everyone else.
Rank any industry by innovation output and quality, on demand.
3
How innovative is this company, really?
Take management's word for it, or the sell side's.
Set the press release against the filings. ParTec's press releases praised its innovation; SIA found four low-quality inventions in ten years.
Innovation metrics inside SIA
Quality scores
The proprietary Quant IP Quality Score, built for investors, separates strong inventions from weak ones, so a large filer doesn't automatically look like a strong innovator.
Innovation metrics
Growth, quality and direction of a company's innovation, comparable across peers and over time.
Thematic research
Trend analysis that points to technology themes with both momentum and scale, and to the companies most exposed to them.
Story versus record
What a company says about its innovation, set against what it files.
Monitoring
Green and red flags from innovation indicators for every company on a watchlist.
Coverage 99.9%
Of patent applications worldwide, mapped to public and private companies, including 57,683 current public companies.
Quant IP clients and partners. Our clients include asset managers, hedge funds and sovereign wealth funds with more than USD 3 trillion in aggregate AUM.
Patent data is not only for deep tech
About 900,000 new software patents were filed in 2025, roughly 24% of all patent activity, and every sector apart from REITs shows meaningful patent activity. Volume alone can mislead, which is why SIA scores the quality of inventions as well as counting them.
~900k
new software patents in 2025
~24%
of all patent activity
Software share of all patent activity, 2025
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How does [Company] compare with its peers on innovation quality?
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Innovation shows up in revenue
Quant IP studied 43,704 listed companies worldwide, ranking each against peers of similar size in the same industry. Over the following five years, the most invention-intensive fifth grew revenue by a median of 29.2%, against 13.8% for the least intensive fifth. The gap opened in the first year and widened in every year after.
Read the full study →Medians across nine annual rankings, 2012 to 2020, each followed for five years. The study shows a consistent relationship, not proof that patents cause growth.
5-year median revenue growth
By invention intensity, ranked within industry and size band · 43,704 listed companies
Most invention-intensive fifth
29.2%
Fourth fifth
19.6%
Middle fifth
17.5%
Second fifth
15.4%
Least invention-intensive fifth
13.8%
No inventions in prior 12 months
12.8%
Look past the press release
In 2023, Boeing published 145 press releases that mentioned innovation, 5% fewer than in 2022. Over the prior two years, its innovation activity had fallen 55%, and the stock fell 32.1% in 2024. SIA puts the filing record next to the narrative, so analysts can judge the gap for themselves.
Source: Boeing Media Room, Quant IP.
2021 → 2023 · What it filed
−55%
innovation activity over two years
2023 · What it said
−5%
press releases mentioning innovation (145 in 2023)
The gap SIA shows
2024 · What the market did
−32.1%
share price
How SIA fits in your research process
01
Idea generation
Surface companies whose innovation is accelerating, then test whether the market has noticed.
02
Thesis testing
Check whether management's growth story is backed by a robust patent portfolio.
03
Competitor analysis
See where a company's R&D is heading relative to its listed and private rivals.
SIA
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Deal sourcing
Screen public and private companies by technology field and innovation quality.
05
Technology due diligence
Check the depth and quality of a portfolio before the management meeting, and go into it with sharper questions.
06
Monitoring
Follow filing activity for a watchlist or theme and catch changes early.
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SIA (Solution for Innovation Analytics) is Quant IP's proprietary platform for patent-based innovation indicators and analytics.
This content is for informational purposes only and does not constitute investment advice, financial analysis, or a solicitation to buy or sell any financial instrument. The information provided makes no claim to completeness or accuracy.